NaviPlan vs Conquest

NaviPlan9.0Visit Conquest8.7Visit

Higher score NaviPlan #5 in Financial Planning Software 9.0/10 Pricing on request ✓ 7 of 7 features Visit NaviPlan

vs

Conquest #8 in Financial Planning Software 8.7/10 Pricing on request · 14-day trial Free trial✓ 7 of 7 features Visit Conquest

• NaviPlan fits best

  Advisors needing advanced planning depth

• Conquest fits best

  Enterprise firms needing auditable planning

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Side by side

Feature	NaviPlan 9.0/10 Visit ↗	Conquest 8.7/10 Visit ↗
At a glance
Editor score	9.0	8.7
Ranking	#5 in Financial Planning Software	#8 in Financial Planning Software
Best for	Advisors needing advanced planning depth	Enterprise firms needing auditable planning
Pricing model	Paid	Paid
Starting price	Pricing on request	—
Free plan	Not checked yet	—
Free trial	—	14 days
Deployment	Cloud	Cloud
Platforms	Web	Web
Integrations	9 integrations	3 integrations
Features NaviPlan 7/7 · Conquest 7/7
Cash-flow modeling	✓	✓
Goal planning	✓	✓
Tax planning	✓	✓
Scenario analysis	✓	✓
Insurance planning	✓	✓
Investment planning	✓	✓
Client portal	✓	✓
Our review
Pros	Advanced retirement, tax, insurance, and scenario planning Client portal, collaborative fact finding, and custom reports Integrations with major wealth management platforms	Holistic planning spans retirement, tax, insurance, estate and business needs Ranks strategies with a deterministic engine and AI expert system Adds APIs, client collaboration, analytics and compliance trails
Cons	Pricing requires contacting sales Delivered through hosted web services Designed for professionals rather than general consumers	Enterprise pricing is custom and scoped to the firm Independent-advisor self-serve access is waitlist-based and coming soon Its broad enterprise feature set may exceed smaller firms' needs
Our verdict	NaviPlan is financial planning software for financial professionals and wealth management firms. It brings goals-based planning, cash-flow analysis, retirement income modeling, tax planning, insurance planning, investment analysis,… Read the review →	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 →

Strengths and trade-offs

• NaviPlan — where it wins

  • Advanced retirement, tax, insurance, and scenario planning
  • Client portal, collaborative fact finding, and custom reports
  • Integrations with major wealth management platforms

  Where it doesn't

  • Pricing requires contacting sales
  • Delivered through hosted web services
  • Designed for professionals rather than general consumers

• Conquest — where it wins

  • Holistic planning spans retirement, tax, insurance, estate and business needs
  • Ranks strategies with a deterministic engine and AI expert system
  • Adds APIs, client collaboration, analytics and compliance trails

  Where it doesn't

  • Enterprise pricing is custom and scoped to the firm
  • Independent-advisor self-serve access is waitlist-based and coming soon
  • Its broad enterprise feature set may exceed smaller firms' needs

• NaviPlan9.0/10 · Pricing on request

  Deep advisor planning with retirement, tax, insurance, and Monte Carlo analysis.

  Visit NaviPlanFull verdict →
• Conquest8.7/10 · Pricing on request · 14-day trial

  Enterprise planning with auditable recommendations, scenario analysis and firm-wide oversight.

  Visit ConquestFull verdict →