Orion Planning vs Conquest

Orion Planning—Visit Conquest7.6Visit

Orion Planning #6 in Financial Planning Software —/10 Pricing on request ✓ 7 of 7 features Visit Orion Planning

vs

Higher score Conquest #8 in Financial Planning Software 7.6/10 Pricing on request · 14-day trial ✓ 7 of 7 features Visit Conquest

• Orion Planning fits best

  Orion-integrated wealth management teams

• Conquest fits best

  Enterprise firms needing auditable planning

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Side by side

Feature	Orion Planning —/10 Visit ↗	Conquest 7.6/10 Visit ↗
At a glance
Editor score	—	7.6
Ranking	#6 in Financial Planning Software	#8 in Financial Planning Software
Best for	Orion-integrated wealth management teams	Enterprise firms needing auditable planning
Pricing model	Paid	Paid
Starting price	Not published	Not published
Free plan	Not published	—
Free trial	—	—
Deployment	Cloud, Mobile	Cloud
Platforms	Web, iOS, Android	Web
Integrations	7 integrations	3 integrations
Features Orion Planning 7/7 · Conquest 7/7
Cash-flow modeling	✓	✓
Goal planning	✓	✓
Tax planning	✓	✓
Scenario analysis	✓	✓
Insurance planning	✓	✓
Investment planning	✓	✓
Client portal	✓	✓
Our review
Pros	Combines cash flow, goals, tax, insurance, and investment planning Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex Provides Monte Carlo analysis, behavioral tools, and branded client reports	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 a tailored quote based on firm size and configuration Its strongest ecosystem fit is centered on Orion products and integrations Advanced planning breadth may exceed the needs of simpler advisory firms	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	Orion Planning is a financial planning platform for RIAs, broker-dealer practitioners, and other wealth-management organizations. It combines cash-flow modeling from the current month through the end of a plan with goals-based planning,… 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

• Orion Planning — where it wins

  • Combines cash flow, goals, tax, insurance, and investment planning
  • Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex
  • Provides Monte Carlo analysis, behavioral tools, and branded client reports

  Where it doesn't

  • Pricing requires a tailored quote based on firm size and configuration
  • Its strongest ecosystem fit is centered on Orion products and integrations
  • Advanced planning breadth may exceed the needs of simpler advisory firms

• 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

• Orion Planning—/10 · Pricing on request

  A broad planning platform for wealth teams centered on the Orion ecosystem.

  Visit Orion PlanningFull verdict →
• Conquest7.6/10 · Pricing on request · 14-day trial

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

  Visit ConquestFull verdict →