RightCapital vs Conquest

RightCapital8.4Visit Conquest7.6Visit

Higher score RightCapital #1 in Financial Planning Software 8.4/10 From $149.95/mo · 14-day trial ✓ 7 of 7 features Visit RightCapital

vs

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

• RightCapital fits best

  Advisors wanting comprehensive modern planning

• Conquest fits best

  Enterprise firms needing auditable planning

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Side by side

Feature	RightCapital 8.4/10 Visit ↗	Conquest 7.6/10 Visit ↗
At a glance
Editor score	8.4	7.6
Ranking	#1 in Financial Planning Software	#8 in Financial Planning Software
Best for	Advisors wanting comprehensive modern planning	Enterprise firms needing auditable planning
Pricing model	Paid	Paid
Starting price	Not published	Not published
Free plan	—	—
Free trial	—	—
Free trial length	14 days	14 days
Deployment	Cloud, Mobile	Cloud
Platforms	Web, iOS, Android	Web
Features RightCapital 7/7 · Conquest 7/7
Cash-flow modeling	✓	✓
Goal planning	✓	✓
Tax planning	✓	✓
Scenario analysis	✓	✓
Insurance planning	✓	✓
Investment planning	✓	✓
Client portal	✓	✓
Our review
Pros	Covers retirement, tax, investment, insurance, estate, and college planning Adds cash-flow projections, scenarios, aggregation, budgeting, and risk assessment Client portal, document vault, and iOS and Android apps support collaboration	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	No free plan; paid plans require an annual first-year commitment Starting price is $149.95 per advisor per month Enterprise pricing requires contacting sales	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	RightCapital is financial planning software for financial advisors and their clients. It brings retirement, cash-flow, tax, investment, insurance, estate, education, debt, student-loan, business, and budgeting workflows into one product.… 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

• RightCapital — where it wins

  • Covers retirement, tax, investment, insurance, estate, and college planning
  • Adds cash-flow projections, scenarios, aggregation, budgeting, and risk assessment
  • Client portal, document vault, and iOS and Android apps support collaboration

  Where it doesn't

  • No free plan; paid plans require an annual first-year commitment
  • Starting price is $149.95 per advisor per month
  • Enterprise pricing requires contacting sales

• 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

• RightCapital8.4/10 · From $149.95/mo · 14-day trial

  A broad advisor platform spanning planning, analysis, collaboration, and client access.

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

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

  Visit ConquestFull verdict →