For independent advisors and RIAs

Plans in minutes. Advice that’s yours.

The depth and personalization that used to be reserved for your top households now goes to every client. Strategic Advice Manager® (SAM) evaluates hundreds of strategies and drafts a personalized plan in minutes, saving you hours. You stay in control by deciding what gets applied to your clients' plans.

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The waitlist experience is for practices with 1–10 advisors. Request a demo if you have more than 10 advisors.

VERIFIABLE AI FINANCIAL ADVICE ENGINE

Advice you can defend

Every Conquest plan is powered by SAM, which ties every number back to a specific rule, rate, or assumption. Show any client or regulator exactly how you got to any recommendation.

See how SAM works

For mid-sized firms

One advice standard, every advisor and office

Planning is the first thing that breaks when a practice doubles — new advisors, new offices, new acquisitions, each with their own way of building a plan. SAM gives you one methodology that scales from a one-page plan to complex estate work, so you serve more clients per advisor without adding headcount.

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"Conquest is not just a financial planning tool… it’s a business tool for advisors to grow their practice, while enabling all clients with sound financial advice."

Brent Allen, EVP, Head of Sales and Distribution, IG Wealth Management

Migrate without the data entry

Bring your clients over without retyping a thing

Staying on a tool you've outgrown can feel easier than re-entering years of client data by hand, but we enable you to upload any document you keep on a client—a plan report, a tax return, a statement, even a handwritten note—and we’ll fill the client profile in seconds.

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eNGAGEMENT MODELS

One engine. Every type of client.

You decide how much planning each relationship needs. With Conquest, you can move away from annual static plan to advice that keeps pace with their lives.

Self-directed

Not every relationship needs a full build to start. Give lighter-touch clients something useful early, then go deeper when they're ready.

Explore digital planning

Hybrid

Your platform and the client portal run on the same plan, not separate systems. Work through changes together in real time, with nothing to sync afterward.

Explore hybrid planning

Advisor-led

Take on your most complex households without adding tools. Estate, multi-generational, and tax planning run on the same engine as everything else.

Explore advisor-led advice

The capabilities that change the math

Built for independent practices

The capabilities that let you deliver better advice to more of your clients, and defend every plan you deliver.

US tax precision Open API Client management Embedded intelligence Compliance

CAPABILITIES

US tax precision

We embed the actual federal and state tax forms in the calculation engine, with all tax calculations verified by a third-party CPA. Most tools estimate at year end. Decumulation strategies sequence withdrawals to minimize taxes in retirement.

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CAPABILITIES

Your stack, connected

Connect your custodian and accounts flow in and stay current. Live at launch: Charles Schwab, TradePMR, held-away account aggregation, and AI meeting assistants Zocks and Jump. Wealthbox and portfolio reporting are on the way.

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CAPABILITIES

Client engagement

Clients get real-time updates, to-do lists, and what-if scenarios they can explore on their own. The relationship stays warm without adding meetings to your calendar.

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CAPABILITIES

AI in the tools you already use

SAM Guide answers questions about any client's plan in plain language and can navigate the app for you. With the Conquest MCP Server on Pro, Claude, Copilot, or ChatGPT pulls live plan data straight from the source.

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CAPABILITIES

Compliance you can stand behind

Build fiduciary guardrails into the process and stress-test against real scenarios, like a market drop or a longer life than expected. A full suite of audit reports shows how any number was reached.

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Plan on Conquest

JOIN THE WAITLIST Request a demo

Platform

Solutions

Resources

About

Plans in minutes. Advice that’s yours.

Advice you can defend

One advice standard, every advisor and office

Bring your clients over without retyping a thing

One engine. Every type of client.

Self-directed

Hybrid

Advisor-led

Built for independent practices

US tax precision

Your stack, connected

Client engagement

AI in the tools you already use

Compliance you can stand behind

Plan on Conquest