Platform

Platform

Platform Overview
Build a plan in minutes, not hours, with the verifiable financial advice engine.
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
Banks
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
Learn More →
Pricing
Resources

Resources

Customer Stories
See what others have achieved
FAQ
Your common questions, answered
Events & Webinars
Catch us at the next event
Global WealthTech Summit
The summit is around the corner. See us there 4 Nov.
REQUEST MEETING →
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
Learn More →
Language
Get Demo

Awards & Press

Latest News

Conquest Brings its Verifiable AI Financial Advice Engine into Anthropic’s Claude for Financial 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

July 21, 2021

Citywire Canada

Wealthtech firms spring into action as CFR rules take effect

December 2, 2025

Wealth Professional

New Conquest CEO looks to the firm's future

Media

Conquest Planning with Mark Evans & Brad Joudrie | E135

Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning

Fintech Form Canada – start-up pitch competition

Prospering in Longevity Challenge - Top Innovators

‍Your Life, Your Money - Sunday, July 3rd, 2022

‍Your Life, Your Money - Sunday, July 3rd, 2022

How Tech Is Transforming the Financial Services Industry with Stacie Calder

Revolutionizing Financial Planning

Accolades we’re proud of

For media inquiries

Please contact our media team
contact media team
Platform
Strategic Advice Manager® (SAM)
Behavioral Finance Agent
MCP
Solutions
By institution type
Banks & Credit Unions
Broker-Dealers
by engagement Model
Advisor-Led
Hybrid
Self-Directed
Pricing
Resources
Customer Stories
Events & Webinars
FAQ
Support
About
Awards and Press
Leadership
Careers
Mission & Values
Contact Us
Request A Demo
Privacy Policy
Cookie Preferences
California Consumer Privacy Act (CCPA) Opt-Out Icon
Your Privacy Choices
Strategic Advice Manager® is a registered trademark of Conquest Planning Inc.
© 2026 Conquest Planning Inc. All rights reserved