Conquest vs Moneytree

Conquest8.8Visit Moneytree8.6Visit

Higher score Conquest #5 in Financial Advisor Software 8.8/10 Pricing on request · 14-day trial Free trial✓ 1 of 6 features Visit Conquest

vs

Moneytree #6 in Financial Advisor Software 8.6/10 14-day trial Free trial✓ 1 of 6 features Visit Moneytree

• Conquest fits best

  Firms needing auditable advanced planning

• Moneytree fits best

  Established comprehensive planning teams

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Side by side

Feature	Conquest 8.8/10 Visit ↗	Moneytree 8.6/10 Visit ↗
At a glance
Editor score	8.8	8.6
Ranking	#5 in Financial Advisor Software	#6 in Financial Advisor Software
Best for	Firms needing auditable advanced planning	Established comprehensive planning teams
Pricing model	Paid	Paid
Starting price	—	$1,195/user/yr
Free plan	—	—
Free trial	14 days	14 days
Free trial length	14 days	14 days
Deployment	Cloud	Cloud
Platforms	Web	Web
Integrations	3 integrations	1 integrations
Features Conquest 1/6 · Moneytree 1/6
Client portal	✓	✓
Financial planning	Not checked yet	Not checked yet
Proposal generation	Not checked yet	Not checked yet
Compliance workflows	Not checked yet	Not checked yet
Document vault	Not checked yet	Not checked yet
Billing and invoicing	Not checked yet	Not checked yet
Our review
Pros	Covers retirement, investment, insurance, tax, estate and business planning Ranks strategies and models alternative life-event scenarios Adds collaboration, APIs, analytics and auditable recommendations	Covers goals, cash flow, retirement, tax, and investment planning Includes Monte Carlo, scenario analysis, and client-ready reporting Offers guided data entry, a client portal, and automated onboarding
Cons	No free plan is offered Independent advisor access is waitlist-based and coming soon Enterprise pricing requires a custom quote	Essential starts at $1,195 per user per year, billed annually The listed integration is limited to Wealthbox CRM Enterprise pricing requires contacting sales
Our verdict	Conquest is financial planning software for financial institutions, wealth management firms, independent advisors, broker-dealers, banks, credit unions, insurers and pension providers. Its Strategic Advice Manager combines a deterministic… Read the review →	Moneytree is financial planning software for financial advisors and advisory firms that need structured planning across client goals, cash flow, retirement, taxes, investments, and estate considerations. Its web and API access supports… Read the review →

Strengths and trade-offs

• Conquest — where it wins

  • Covers retirement, investment, insurance, tax, estate and business planning
  • Ranks strategies and models alternative life-event scenarios
  • Adds collaboration, APIs, analytics and auditable recommendations

  Where it doesn't

  • No free plan is offered
  • Independent advisor access is waitlist-based and coming soon
  • Enterprise pricing requires a custom quote

• Moneytree — where it wins

  • Covers goals, cash flow, retirement, tax, and investment planning
  • Includes Monte Carlo, scenario analysis, and client-ready reporting
  • Offers guided data entry, a client portal, and automated onboarding

  Where it doesn't

  • Essential starts at $1,195 per user per year, billed annually
  • The listed integration is limited to Wealthbox CRM
  • Enterprise pricing requires contacting sales

• Conquest8.8/10 · Pricing on request · 14-day trial

  A broad planning platform for firms that need ranked strategies and audit trails.

  Visit ConquestFull verdict →
• Moneytree8.6/10 · 14-day trial

  A comprehensive planning suite for established teams, with a high annual entry price.

  Visit MoneytreeFull verdict →