Self-directed
Help clients help themselves with digital-first tools, powered by the same engine your advisors trust.
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Put expert financial guidance at the heart of every client interaction with verifiable, compliant AI. Conquest’s Strategic Advice Manager® (SAM) evaluates and ranks financial strategies, models life events and responds to client questions as life's changes unfold.
Go beyond an app, and get the infrastructure that powers your team wherever they work. We built our planning engine headless from day one, meaning intelligence shows up consistently everywhere the advisor already works, not just inside one app.
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The best advisors deliver tailored recommendations in ways that build trust and get people to take the next step. Bring behavioral finance right into your advisor workflow with Lydia, a behavioral intelligence agent from Shaping Wealth, that provides in-the-moment coaching to help advisors deliver more thoughtful, human-centered advice at scale.
Meet LYDIAOur engine supports self-directed, hybrid and advisor-led models based on client needs and advisor bandwidth. Match every client to the level of advice they want, from mass-market to UHNW, and shift across engagement models without switching tools.
Help clients help themselves with digital-first tools, powered by the same engine your advisors trust.
Advisor and client, side by side, shaping the plan together in real time.
The full value of human expertise for your most complex clients, with the plan built in minutes, not hours.
Whether you’re at an RIA, broker-dealer, bank, credit union, group benefit provider or insurance company — we help you deliver better guidance, deepen client relationships, capture more share of wallet and grow your firm.
Scale advice without scaling headcount.
Consistent, defensible planning across every advisor in your network.
Turn everyday banking relationships into lasting financial advice.
Firms that make the switch don't just modernize their tech stacks. They grow.
Research, perspectives, answers to your questions, and the ideas reshaping advice — from the team building what comes next.
We have unveiled a refreshed brand and visual identity that brings our new positioning and innovations to life.
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Explainable. Repeatable. Auditable. See how Strategic Advice Manager® (SAM) gets the numbers right, every time.
Meet SAM
Financial guidance that evolves with every client, powered by a deterministic engine built for speed, simplicity, security, and scale.
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Deliver advice with confidence and empathy to inspire better client outcomes.
Learn about the behavioral coach
We are driven to ensure the world gets access to quality advice across all wealth segments.
See Our MissionSee how we help you deliver guidance that grows.
