Platform

Platform

Platform Overview
Go beyond traditional financial planning technology
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
AI responses you can verify
Conquest enables advisors to access its verifiable AI financial advice engine directly in Claude
See How →
Solutions

Solutions

By Institution Type
By Engagement Model
Solutions Overview
Answer client questions and model life events across all segments
Banks & Credit Unions
Transform everyday banking into trusted relationships
Broker-Dealers
Deliver consistent & compliant advice across your entire network
Independent Advisors & RIAs
Scale personalized advice without losing your personal touch
Solutions Overview
Answer client questions and model life events across all segments
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
Verifiable AI financial advice for independent advisors
The self-serve offering expands Conquest to firms of any size, with digital onboarding in days
Read Press →
Pricing
Resources

Resources

Customer Stories
See what others have achieved
FAQ
Your common questions, answered
Events & Webinars
Catch us at the next event
Support
Chat with our sales agent and get help with specific questions
Chat with Connie
Meet Connie, your Conquest virtual sales assistant
CHAT NOW →
About

About

About Us
The world deserves better financial advice. Let's give it to them.
Awards & Press
Learn the latest
Leadership
Meet the people building the future of advice
Careers
We're hiring!
Mission & Values
Democratizing financial advice
We're driven by our mission
We're here to help put financial guidance in more people's hands
Learn More →
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Platform
Strategic Advice Manager® (SAM)
Behavioral Finance Agent
MCP
Solutions
By institution type
Banks & Credit Unions
Broker-Dealers
Independent Advisors & RIAs
by engagement Model
Advisor-Led
Hybrid
Self-Directed
Pricing
Resources
Customer Stories
Events & Webinars
FAQ
Support
About
Awards and Press
Leadership
Careers
Mission & Values
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