Financial planning for RIAs

Scale advice, not headcount

As your firm grows through new advisors, new offices, new acquisitions, you inherit the risk of each advisor building plans their own way. Strategic Advice Manager® (SAM) gives your firm one methodology, so every advisor delivers the same depth compliantly and in minutes, not hours.

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Results

Conquest customers have achieved

15 min

To create a financial plan, down from an average of 10 hrs

87%

More assets under management

19%

Higher cross-sell rate

Why RIAs choose Conquest

Planning that keeps up with your growth

Technology should accelerate your growth, not slow it down. Learn why leading RIAs plan with Conquest.

One compliant advice standard Work in one system Migration, de-risked An AI operating model

Consistency at scale

One compliant advice standard

SAM gives every advisor and office one methodology with compliance at its core, so the advice you put your name behind doesn’t change through recruiting and acquisitions.

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A simplified stack

Work in one system

Multiply your expertise and serve your entire book with a single tool. One model scales from a one-page plan to multi-generational estate work, so every client gets the depth their situation demands.

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Making the move easy

Migration, de-risked

Upload any document you keep on a client, and keep things up to date. Accounts flow in from your custodian and stay current.

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Built for your existing tech stack

An AI operating model

We built our engine headless from day one. Through an open API and MCP connectors, SAM powers verifiable AI inside the Conquest app, your own tools or wherever your advisors are working.

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“Conquest is a system that dynamically adjusts the plan…It's a really great tool to have interactions with your families and have a real sense of what they really need...”

PAUL DESMARAIS III, CHAIRMAN AND CEO, SAGARD

Verifiable AI financial advice engine

Meet SAM, the engine behind every plan

Strategic Advice Manager® is our verifiable AI expert system and deterministic calculation engine. It evaluates hundreds of strategies simultaneously, ranks them against planning best practices and exposes the reasoning behind every recommendation — explainable, consistent, personalized and auditable. Show any client or regulator exactly how you got to any number.

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Meet SAM

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.

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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.

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