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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
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Solutions

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Banks & Credit Unions
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
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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)
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About

About

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Leadership
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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
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Features & Tips

Learn more about Conquest and how it's pushing the limits
of financial advice delivery.

Adding External Accounts in Conquest
Tooltips
Create a Plan in One Click: Auto Plan X Financial Well‑Being
Tooltips
Conquest’s Plan Alternatives Feature
Tooltips
Conquest’s Volatility Analysis Feature
Tooltips
Debt Consolidation using Conquest
Tooltips

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Platform
Strategic Advice Manager® (SAM)
Behavioral Finance Agent
MCP
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By institution type
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by engagement Model
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Hybrid
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FAQ
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