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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
The AI-powered financial advice engine
We are helping firms and advisors deliver personalized, verifiable financial advice at scale
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Transform everyday banking into trusted relationships
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Deliver consistent & compliant advice across your entire network
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
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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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Future Proof is around the corner
See us in Huntington Beach, September 14–17 (Booth 109)
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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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Awards & Press
Latest News
Conquest Repositions as a Verifiable AI Financial Advice Engine and Unveils Refreshed Brand to Reflect Evolution
March 11, 2024
Celent
Wealthtech Startups to Watch: How Conquest Planning is Bringing AI to the Forefront of Financial Planning
December 18, 2023
Wealth Solutions Report
The AI Advantage To Bridge Gaps In The Great Wealth Transfer
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
Previous
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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
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