Empower your advisors to answer client questions and model life events across all segments, not just the ultra-high-net-worth. With multiple engagement models through a single tool, advisors can deliver advice based on proven guidance wherever clients engage.
Give your compliance team plans they can stand behind, in a fraction of the time. Strategic Advice Manager® (SAM), our AI expert system and calculation engine, evaluates hundreds of strategies at once and surfaces the right ones for each household. Every recommendation is traceable, so you never have to tell an auditor "because the AI said so."
From the mass-market saver to the complex UHNW household, we deliver the same planning engine across every segment, channel, and client type you serve. No need to rekey information across different tools.
Request demoWhether you’re looking for a solution for your RIA, broker-dealer, bank, insurance company or another institution type — we help you scale.
Read case studies"The analogy that I've used in the past is that with Conquest, I'm driving a professionally tuned Ferrari, while my competition is getting around on a pair of roller skates."
"Conquest's integrated solution is designed to streamline advisors' workflows, helping boost productivity, job satisfaction, and client service."
"By giving the context of the financial plan, on top of educating them about their investments, advisors can show they understand their clients' situation. It's an awesome opportunity to bolster clients' confidence and show them a path forward to achieving their financial goals."
"We've received feedback from advisors that they love the AI tool, SAM. They are finding solutions that they never would have even thought of themselves, which I think is not only improving just their team but our firm as well."
You decide how you engage each client based on what they need. We power all engagement models on one engine, so you can extend coverage across every client tier without stitching three systems together to do it.
Serve the clients who were never profitable to reach. Self-directed planning opens your whole book to guidance. SAM surfaces the right next step for each client, so you grow without adding headcount.
Give every advisor the capacity of a team. Hybrid planning puts a complete client picture and SAM's analysis behind every conversation, so your advisors spend their time on advice instead of admin.
Take on your most complex households without adding tools. Estate, multi-generational, and intricate tax planning run on the same engine as everything else. Provide the depth your advisors need, without the standalone systems you pay to maintain.
The features that help you deliver better advice, faster, to more clients and defend every plan.
VIEW SOLUTIONSWe're built on a fully open API, so we fit the stack you already run instead of forcing a rebuild. Data flows in and out cleanly, from plan creation through recommendation fulfillment. No need to log into our app. Our engine can power flexible UX options to fit your brand experience.
Most firms run up to five planning tools to cover the wealth continuum. We cover it with one. We deliver what you need from debt and cash flow to estate and business planning. Your clients keep the same experience as their needs grow, and you consolidate to run advice through a single platform.
Your firm shouldn't look identical to everyone else's. We let you deliver financial guidance in your brand, including custom storytelling, video, imagery, your colors and fonts, so the output reflects your value proposition. Configure as much or as little of the experience as you want.
Every plan is one you can defend. SAM Insights lets you build fiduciary guardrails directly into the planning process, stress-test against real-life scenarios, and apply volatility analysis and stochastic modeling where a client warrants it. Plan oversight keeps quality consistent and current across your firm so compliance stops being the thing that slows advice down.
