Most tools treat financial planning as a back-office calculator: data in, PDF out. We rebuilt it as the engine that runs advice across your firm, powered by a proprietary AI expert system that makes every recommendation explainable, consistent, and auditable.
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Give your compliance team plans they can stand behind, in a fraction of the time. Strategic Advice Manager® (SAM), our AI expert system, evaluates hundreds of strategies at once and surfaces the right ones for each household. Every recommendation is traceable, so you never have to tell an auditor "because the AI said so."
Meet sam
The analogy that I've used in the past is that with Conquest, I'm driving professionally tuned Ferrari, while my competition is getting around on a pair of roller skates.
From the mass-market saver to the complex UHNW household, we deliver the same planning depth across every segment, channel, and client type you serve. No need to rekey information across different tools.
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You decide how you engage each client based on what they need. We power all engagement models on one engine, so you can extend coverage across every client tier without stitching three systems together to do it.
Serve the clients who were never profitable to reach. Self-directed planning open your whole book to guidance. SAM surfaces the right next step for each client, so you grow without adding headcount.
Self-directed advice
Give every advisor the capacity of a team. Hybrid planning puts a complete client picture and SAM's analysis behind every conversation, so your advisors spend their time on advice instead of admin.
Hybrid advice
Take on your most complex households without adding tools. Estate, multi-generational, and intricate tax planning run on the same engine as everything else. Provide the depth your advisors need, without the standalone systems you pay to maintain.
advisor-led adviceThe features that help you deliver better advice, faster, to more clients, and defend every plan.
We're built on a fully open API, so we fit the stack you already run instead of forcing a rebuild. Data flows in and out cleanly, from plan creation through recommendation fulfillment. No need to log into our app. Our engine can power flexible UX options to fit your brand experience.
Your firm shouldn't look identical to everyone else's. We let you deliver financial guidance in your brand, including custom storytelling, video, imagery, your colors and fonts, so the output reflects your value proposition. Configure as much or as little of the experience as you want.
Your firm shouldn't look identical to everyone else's. We let you deliver financial guidance in your brand, including custom storytelling, video, imagery, your colors and fonts, so the output reflects your value proposition. Configure as much or as little of the experience as you want.
Every plan is one you can defend. SAM Insights lets you build fiduciary guardrails directly into the planning process, stress-test against real-life scenarios, and apply volatility analysis and stochastic modeling where a client warrants it. Plan oversight keeps quality consistent and current across your firm so compliance stops being the thing that slows advice down.
Book a personalized demo and see why leading banks and wealth firms are consolidating their planning with us.
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