We're pioneering the future of financial advice.

Our planning engine and simple interface makes planning for even the most complex client scenarios feel effortless.

Technology that's transforming the advisor experience.

Our API seamlessly connects to your existing tech stack for a fluid transition to and from Conquest.

Deliver advice the way clients want to receive it.

Our customer-centric design equips your advisors and employees with innovative collaborative planning tools that result in higher engagement for both advisors and clients. It also delivers digital advice for your customers who want to do-it-themselves, or hybrid in-between.