Platform
Platform
Platform Overview
Go beyond traditional financial planning technology
Strategic Advice Manager® (SAM)
Build a plan in minutes, not hours, with the verifiable financial advice engine
Behavioral Finance Agent
EQ meets IQ with BeFi coaching agent, Lydia
MCP
Experience the power of SAM wherever you work
AI responses you can verify
Conquest enables advisors to access its verifiable AI financial advice engine directly in Claude
See How →
Solutions
Solutions
By Institution Type
By Engagement Model
Solutions Overview
Answer client questions and model life events across all segments
Banks & Credit Unions
Transform everyday banking into trusted relationships
Broker-Dealers
Deliver consistent & compliant advice across your entire network
Solutions Overview
Answer client questions and model life events across all segments
Advisor-Led
Personalized advice that grows with each client and scales with your firm
Self-Directed & Digital
Guide at scale through a fully digital experience
Hybrid
Turn self-directed clients into advised relationships
Any client, any model, one engine
See what one platform looks like built around your firm
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Pricing
Resources
Resources
Customer Stories
See what others have achieved
FAQ
Your common questions, answered
Events & Webinars
Catch us at the next event
Frequently asked questions
Get answers to common questions
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About
About
About Us
The world deserves better financial advice. Let's give it to them.
Awards & Press
Learn the latest
Leadership
Meet the people building the future of advice
Careers
We're hiring!
Mission & Values
Democratizing financial advice
We're driven by our mission
We're here to help put financial guidance in more people's hands
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Language
English (US)
French (CA)
English (UK)
English (CA)
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CA-FR
UK
US
Awards & Press
Latest News
Conquest Brings its Verifiable AI Financial Advice Engine into Anthropic’s Claude for Financial Advisors
September 12, 2023
Wealth Professional
What's behind the Conquest-CapIntel partnership?
June 28, 2023
Financial Planning
Will giving clients access to ChatGPT tools bring more of them to advisors?
October 25, 2022
Wellington-Altus
Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience
May 16, 2023
Think Advisor
The Financial Advisor’s Caddy: AI-Based Planning
May 3, 2023
Wealth Professional
Why Conquest partnership is a 'one-two punch' for RBC's digital advice strategy
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Media
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Revolutionizing Financial Planning
Accolades we’re proud of
For media inquiries
Please contact our media team
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