Guidance for every client. Growth for your firm.

With Conquest, your advisors deliver personalized, consistent guidance that grows with every client and adapts as their needs change. Every recommendation from Strategic Advice Manager® (SAM) is verifiable.

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How you can turn hours of planning into minutes
How to serve every client profitably — from mass-market to UHNW
How guidance that grows with each client creates growth for your firm

Trusted by leading financial institutions and wealth firms

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Des preuves,pas des promesses

Offrez de meilleurs conseils, plus rapidement, à plus de clients, et justifiez chaque plan.

2.5 million+

Financial plans powered by Conquest SAM

60%

Of the top 10 banks in North America

1,000+

Firms served across Canada, the U.S. and the U.K.

The Engine

It's about time

SAM is the verifiable financial advice engine that helps you answer client questions and model life events while the conversation is happening, in minutes—not hours. Power your advisors like never before.

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À propos

Guidance for every client. Growth for your firm.

Request a demo

Des preuves,pas des promesses

Accolades we’re proud of

It's about time