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Platform
Platform
Strategic Advice Manager® (SAM)
Build a plan in minutes, not hours, with the verifiable financial advice engine
Behavioral Finance Agent
EQ meets IQ with BeFi coaching agent, Lydia
MCP
Experience the power of SAM wherever you work
The AI-powered financial advice engine
We are helping firms and advisors deliver personalized, verifiable financial advice at scale
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Solutions
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Banks & Credit Unions
Transform everyday banking into trusted relationships
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Deliver consistent & compliant advice across your entire network
Advisor-Led
Personalized advice that grows with each client and scales with your firm
Self-Directed & Digital
Guide at scale through a fully digital experience
Hybrid
Turn self-directed clients into advised relationships
Any client, any model, one engine
See what one platform looks like built around your firm
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Resources
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Your common questions, answered
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Future Proof is around the corner
See us in Huntington Beach, September 14–17 (Booth 109)
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Careers
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Mission & Values
Democratizing financial advice
We're driven by our mission
We're here to help put financial guidance in more people's hands
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Awards & Press
Latest News
Conquest Repositions as a Verifiable AI Financial Advice Engine and Unveils Refreshed Brand to Reflect Evolution
August 17, 2023
Business Wire
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
June 14, 2023
Red River College Polytech
Conquest Planning provides students with access to their future: RRC Polytech gifted industry-standard software
June 28, 2023
Financial Planning
Will giving clients access to ChatGPT tools bring more of them to advisors?
October 25, 2022
Wellington-Altus
Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience
October 6, 2022
BNY Mellon Pershing
Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency
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Media
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Revolutionizing Financial Planning
Accolades we’re proud of
For media inquiries
Please contact our media team
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