A traditional advice offering that is far from traditional, our 1:1 advisor client experience offers a more efficient and engaging planning experience for all. Conquest provides more robust and detailed functionality for complex scenarios, while allowing clients and advisors to connect live to collaborate on plan goals.
Traditional financial plans can take 10 hours or more to create. They are often build using trial and error software, so when the client wants to make a change, the financial professional has to go back to the drawing board. With Conquest, plans are created in minutes and leverage SAM to serve up strategies and opportunities for the professional to speak to the client about.
SAM continuously suggests best-interest options for clients, be it mass affluent consumers or the ultra high-net worth. Providing an efficient and engaging planning experience for both the advisor and client. By leveraging SAM, financial professionals are equipped with an opportunistic engine that suggests ongoing improvements to the plan with SAM insights.
The Knowledge Base is continually updated and provides support to advisors as they learn the software. In application tips, as well as SAM navigation help the user to learn on the fly as new client scenarios arise. SAM Insights are always available and prompt the advisor with more topics to discuss with their clients so they can better meet the ongoing needs of the families they serve.
Our client collaboration features allow clients and financial advisors to connect live wherever they may be to collaborate towards plan goals. The client remains engaged during their own time with progress to plan, via the live plan. Through our digital stories and PDF reports, clients will receive an easy to follow and extensive roadmap towards solving their financial plan.
Conquest is localized to the tax code of each jurisdiction it serves. Personal financial planning is elevated by leveraging the best of technology, with the unique human-centric values that financial professionals provide. Conquest also offers robust and detailed functionality for all consumer needs such as corporate, estate, trust and legacy planning.
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