September 14, 2026
Future Proof Festival
Our team is back at the world’s largest wealth festival. Find us at booth 109 or stop by the Qwealth Canadian Lounge to learn what’s new at Conquest.
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We built a financial advice engine that moves at the speed of conversation and runs verifiable calculations faster than any human could. Advisors have always been capped by time, but Strategic Advice Manager® removes that ceiling so you can deliver expert guidance in a fraction of the time.
Deliver better advice, faster, to more clients, and defend every plan.
Planning used to depend on advisors doing the math, then asking clientsto take the answer on faith. We built a financial advice engine, SAM, tosimultaneously run hundreds of calculations and strategy recommendations inseconds, so advisors can spend more time doing what they do best: givingadvice. Every SAM recommendation explores more possibilities, optimized forthat client and traced back to inputs and reasons why. That's what makes adviceverifiable. And that’s why you can scale guidance without sacrificing quality.
Our engine is deterministic and verifiable. Every recommendation is repeatable, explainable, and auditable — no black boxes, no guessing, no recommendations you can't defend.
Some of the largest financial institutions and wealth firms shape our roadmap. When advisors tell us what's broken, we go fix it.
We were founded by experts with decades of expertise in financial guidance, and a passion to improve planning. The people who carry out that vision are driven to ensure the world gets access to quality advice across all wealth segments.
Our founding team didn't start from scratch. Our founding CEO Dr. Mark Evans spent decades building the technology advisors relied on — including NaviPlan, which he built and sold in 2011. He knew exactly where legacy planning software fell short: manual, rigid and unable to keep pace with real financial lives.
Today we remain guided by a mission that hasn't changed since day one: The world deserves better financial advice.Let's give it to them.
We're a Canadian-born company and market leader making serious moves in the U.S. and beyond, and our success comes from our people. We're building a collaborative, mission-driven culture. Join us.
Come meet our team at a conference or on the road at one of these events.
See all eventsOur team is back at the world’s largest wealth festival. Find us at booth 109 or stop by the Qwealth Canadian Lounge to learn what’s new at Conquest.
We’re proud to sponsor the IAFP 24th Annual Symposium. Meet our team and learn why over 70% of Canadian advisors choose Conquest to deliver personalized advice at scale.
Visit our booth at Advise AI to see how Conquest enables responsible, compliant AI-powered planning, helping teams deliver better advice at scale with clear oversight.
The Conquest team is heading to Boston for Schwab IMPACT 2026. Book time with us to explore how Conquest increases advisor capacity and deepens client relationships.
Say hello to the Conquest UK team and visit our booth at this must-attend event for UK wealth and asset management leaders and innovators.
Conquest Planning, or Conquest, is a leading financial planning software company, built to help firms deliver advice across the full spectrum, from digital to hybrid to traditional advisor-led engagements.
At the heart of our platform is our proprietary AI expert system, Strategic Advice Manager (SAM), which pairs an auditable, deterministic calculation engine with intelligent, AI-enhanced features so advisors can build better plans, serve more clients, and grow their practice.
SAM is Conquest's proprietary planning engine.
It is an AI expert system that analyzes each client's complete financial picture and surfaces ranked, actionable strategies. Unlike generative AI, SAM is a deterministic calculation engine: It produces auditable, repeatable results based on codified financial planning best practices.
Our primary differentiator is our deterministic, auditable AI engine. Every recommendation is traceable and defensible, unlike black-box generative AI.
Beyond that, we cut plan creation time from an industry average of 10 hours to roughly 15 minutes, help advisors produce 4x more plans per year, support all three delivery models (digital, collaborative, and traditional) on a single platform, and give leadership and compliance teams firm-wide analytics.
We're trusted by 6 of the top 10 banks in North America, along with a wide range of wealth management firms, record keepers, pension providers, insurance companies, and credit unions.
Our customers include RBC, Sun Life, Manulife Wealth, IG Wealth Management, Desjardins, Wealthsimple, BNY Pershing, Canada Life, Raymond James, Fidelity Clearing Canada, and many others. Together, we've helped create over 2 million financial plans for families around the world.
Yes. We designed Conquest to serve clients across the full wealth continuum, from mass-market retail clients to ultra-high-net-worth families.
For simpler situations, our digital self-service model makes planning accessible and scalable. For complex UHNW clients, we handle advanced needs including corporate planning, business succession, family trusts, philanthropy, and estate planning.
We hold ISO/IEC 27001:2022 certification, the internationally recognized standard for information security management. We also have ISO/IEC 27017:2015 and ISO/IEC 27018:2019 certifications.
Our certifications validate that we've implemented rigorous controls to protect sensitive client financial data, including risk management, access controls, and ongoing security monitoring. We also hold SOC 2 Type 2 certification and test for comformance to the WCAG standard.
You can get in touch here, and a member of our team will follow up to discuss your firm's needs.
Onboarding conversations typically cover delivery model (digital, collaborative, or traditional), integration requirements, client segments, and implementation timeline. We work with financial institutions of all sizes across North America and the UK.
Yes. We're available in the United States, Canada, and the United Kingdom, with interfaces in English (US), English (Canada), English (UK), Chinese Traditional, Chinese Simplified (Canada), Spanish (US), and French (Canada).
We've created over 2 million financial plans for families around the world, and we continue to expand our international footprint.
We provide onboarding, training, and ongoing support to help your firm get the most from our platform.
Details like implementation timelines, training formats, and advisor enablement resources are tailored to your firm's size and deployment model, which we walk through with you during onboarding. Additional resources customers find value in include Conquest University and our Knowledge Base.
SAM is built leveraging a problem-solving architecture known as the “Blackboard System,” where each codified strategy is tested, ranked, and prioritized against a client’s current financial situation.
SAM also considers goals entered, financial planning best practices, risk tolerance and planning preferences in the ranking and prioritization.
We take an agnostic approach to product functionality and enhancements so that all regions benefit from our continual improvements through a monthly release lifecycle.
We pride ourselves on our ability to stay ahead of market needs.
Conquest integrates across your tech stack and is a powerful platform that empowers your team far beyond financial planning.
Many customers leverage Conquest to consolidate into a single system for their advisor app, client portal, self-directed, and even lead generation needs.
