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Strategic Advice Manager® (SAM)
Build a plan in minutes, not hours, with the verifiable financial advice engine
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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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Transform everyday banking into trusted relationships
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Deliver consistent & compliant advice across your entire network
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Guide at scale through a fully digital experience
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Turn self-directed clients into advised relationships
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See what one platform looks like built around your firm
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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
May 16, 2023
Think Advisor
The Financial Advisor’s Caddy: AI-Based Planning
May 12, 2023
Wealth Professional
Wealthsimple partnership 'proof that traditional advice is evolving'
May 11, 2023
Business Wire
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
May 3, 2023
Wealth Professional
Why Conquest partnership is a 'one-two punch' for RBC's digital advice strategy
April 21, 2023
RBC
RBC and Conquest Planning bring next-generation financial planning platform to clients and financial advisors
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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
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