Language
English (US)
French (CA)
English (UK)
English (CA)
Platform
Platform
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
Read Press →
Solutions
Solutions
By Institution Type
By Engagement Model
Banks
Transform everyday banking into trusted relationships
Broker-Dealers
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
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 →
Resources
Resources
Customer Stories
See what others have achieved
FAQ
Your common questions, answered
Events & Webinars
Catch us at the next event
Future Proof is around the corner
See us in Huntington Beach, September 14–17 (Booth 109)
request meeting →
About
About
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 →
Get Started
CA-EN
CA-FR
UK
US
Awards & Press
Latest News
Conquest Repositions as a Verifiable AI Financial Advice Engine and Unveils Refreshed Brand to Reflect Evolution
July 15, 2025
One Eleven Management Group
Matthew Anderson Announces Multi-Year Partnership with Conquest Planning
September 27, 2024
The Globe and Mail
Ranking Canada’s Top Growing Companies of 2024
September 23, 2024
Financial Advisor
Modern Life Calls For Adaptable Financial Plans
September 18, 2024
Wealth Professional
Manulife Wealth adds Conquest's financial planning platform for advisors
September 17, 2024
Business Wire
Manulife Wealth and Conquest Planning Bring Personalized Financial Planning Tools to Advisors
Previous
Show More
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
contact media team
.png){kind=logo}
