Guidance for every client.
‍Growth for your firm.

With Conquest, your advisors deliver personalized, consistent guidance that grows with every client and adapts as their needs change.

Advice evolves, but the logic behind it doesn't. Every recommendation from Strategic Advice Manager® (SAM) is explainable and fully auditable.

Request a demo, and we’ll cover:

How you can turn hours of planning into minutes with SAM, the AI engine that helps your advisor team perform at their best

How to serve every client profitably — from those just starting out to your most complex households

How guidance that grows with each client transforms first meetings into lifelong relationships

2M+

PLANS CREATED

15

MINUTES TO CREATE A PLAN

98%

ADVISOR SATISFACTION

OVER 2 MILLION HOUSEHOLDS RECEIVED FINANCIAL GUIDANCE

Proud to be recognized

CNBC — World’s Top Fintech Companies 2026

Best innovation in Financial Planning Technology

Technology Providers - Financial Planning Award