Serve more clients across the full wealth continuum leveraging a single, integrated solution. Conquest is the only financial planning platform built on a deterministic AI engine that makes every recommendation auditable, consistent, and verifiable. Spend your time reviewing trusted plans with clients instead of battling clunky, antiquated systems.
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A single financial plan used to take around 10 hours to build, develop, and present. Strategic Advice Manager (SAM) is the deterministic calculation engine powering Conquest, which evaluates hundreds of strategies simultaneously and auditably surfaces the right plans for each client. This helps advisors and compliance teams move faster than ever.
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.
Whether you're advising a mass-market saver or a complex UHNW portfolio, Conquest adapts and delivers the same planning depth across every segment, channel, and client type your institution serves.
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Whether your clients want self-serve access, hybrid guidance, or full-service planning, Conquest adapts to how your team works and how your clients want to be served.
Broaden your addressable market without adding overhead. Digital access empowers clients with the ability to explore strategies unique to their situation: Technology-first, with SAM surfacing the right guidance at every step.
Focus on the client. Collaborative co-planning gives your advisors a complete view of every client, letting them deliver advice at scale without sacrificing the personal relationship. SAM handles the analysis; your team handles the conversation.
advisor-led advice
Remove the manual burden, even for complex scenarios like legacy goals, multi-generational planning, and intricate tax scenarios. Traditional advice, powered by Conquest's full planning engine, delivers robust functionality without the extra admin.
Full-service adviceThe capabilities that set Conquest apart and help your firm deliver better advice, faster, to more clients.
Built on an open API, Conquest easily integrates with firms' existing technology stack — seamlessly getting data in and out. Create a plan in seconds leveraging the power of SAM's AI-driven engine, straight through to plan recommendation fulfillment.
Clients want access to their plan when and where they want it. They expect modern experiences in this digital age. Through real-time updates, actionable to-do lists, and dynamic “what-if” scenarios, Conquest fosters deeper client participation and financial literacy, boosting engagement and satisfaction. All the while delivering deeper service to end customers.
Enable as much or as little functionality as you like with use of permissions, and features flags to deliver an experience unique to your firm.
Not only does the platform engage clients deeper, multiple people from across the firm can access and support the plan with appropriate permission sets from planning expertise to compliance oversight.
Firms historically struggle to serve clients across the organization that have dramatically different wealth levels, and therefore financial advice needs. Conquest’s platform was built for end client situations that traverse the entire wealth continuum: From debt management and cash flow needs to estate and business planning. This delivers a unified experience for clients as their needs evolve over their lifetime and deepens the relationship they have with the firm. It also enables firms to deal with a single vendor to meet their advice delivery needs, where historically up to 5 planning tools would be required.
Demonstrate the value of advice by providing your clients with guidance and deliver that guidance in a way that is specific and bespoke to your firms value proposition.
Enable your unique expertise to stand out, with customizable story telling that is specific to your firm and differentiated from the output any other firm is delivering. Embed video, images, custom colors, fonts and other output features that are meaningful to your clients and drive them to take action.
Conquest endeavours to be the engine under the hood driving all global financial advice delivery. As such, Conquest consumes it’s own API for the purpose of our user interface, and is structured in a way for firms to configure some or all of the components that support your employees, advisors and end clients.
Enable stress testing of plans through a variety of real-life scenarios to address the concerns that keep your clients up at night. SAM Insights enables firms to create guardrails within the planning process to ensure that the fiduciary needs of every client are administered appropriately. Volatility analysis and stochastic modeling are available for more sophisticated investors. Plan oversight capabilities ensure quality plans are consistently delivered and updated according to firms' regulatory requirements.
Book a personalized demo and discover why leading wealth management firms choose Conquest to power their planning.
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