Conquest review
Enterprise planning with auditable recommendations, scenario analysis and firm-wide oversight.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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 financial calculation engine with an AI expert system to evaluate financial situations, rank planning strategies and model life events. The platform supports self-directed, collaborative and advisor-led engagement across retirement, investments, insurance, taxes, estate and business planning, with a client collaboration portal for shared plan context and history.
Pricing is structured around organizational needs. Enterprise wealth firms receive custom quotes, with pricing scoped to the firm rather than per seat. Enterprise options include customization, implementation, dedicated support and enterprise security options. Independent advisors and RIAs are offered a waitlist-based self-serve path for US-based independent advisors and boutique firms; the published plan describes a 14-day free trial as coming soon. This structure makes Conquest more relevant to firms planning for implementation and ongoing operational support than to buyers seeking immediate, transparent self-serve pricing.
The platform’s strongest distinction is its emphasis on explainable, governed advice workflows. Firm-wide analytics cover plan quality, advisor activity and client engagement, while an auditable compliance trail and traceable recommendations support oversight. The open two-way API can connect planning capabilities with advisor portals and client-facing digital experiences, and custom branded digital stories, templates and PDF outputs support firm presentation. Conquest suits enterprise advice organizations that need broad planning coverage, collaborative delivery and auditability. Smaller firms or independent advisors wanting immediate access and straightforward published pricing may prefer a narrower, self-serve alternative.
Conquest pros and cons
- 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
Conquest fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update