Xplan vs Conquest

Xplan—Visit Conquest7.6Visit

Xplan #4 in Financial Planning Software —/10 Pricing on request ✓ 7 of 7 features Visit Iress

vs

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

• Xplan fits best

  End-to-end advice and practice management

• Conquest fits best

  Enterprise firms needing auditable planning

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Side by side

Feature	Xplan —/10 Visit ↗	Conquest 7.6/10 Visit ↗
At a glance
Editor score	—	7.6
Ranking	#4 in Financial Planning Software	#8 in Financial Planning Software
Best for	End-to-end advice and practice management	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 Xplan 7/7 · Conquest 7/7
Cash-flow modeling	✓	✓
Goal planning	✓	✓
Tax planning	✓	✓
Scenario analysis	✓	✓
Insurance planning	✓	✓
Investment planning	✓	✓
Client portal	✓	✓
Our review
Pros	Covers cash flow, goals, tax, insurance, investments, and scenario analysis Connects advice workflows with compliance, audit trails, and reporting Offers web, mobile, API, client portal, and third-party application support	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 direct contact with sales Capabilities and integrations vary by country, module, and deployment Its broad scope may exceed the needs of narrowly focused planning teams	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	Xplan is financial planning and wealth management software from Iress for financial advice practices, ranging from small independent firms to large networks. It supports the advice lifecycle from client discovery and current-position… 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

• Xplan — where it wins

  • Covers cash flow, goals, tax, insurance, investments, and scenario analysis
  • Connects advice workflows with compliance, audit trails, and reporting
  • Offers web, mobile, API, client portal, and third-party application support

  Where it doesn't

  • Pricing requires direct contact with sales
  • Capabilities and integrations vary by country, module, and deployment
  • Its broad scope may exceed the needs of narrowly focused planning teams

• 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

• Xplan—/10 · Pricing on request

  A broad advice-practice platform spanning planning, workflows, investments, compliance, and client engagement.

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

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

  Visit ConquestFull verdict →