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Milestone signals accelerating advisor adoption and deepening U.S. commitment; bilingual platform positions Conquest to serve the nation’s 45 million Spanish-speaking households
WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), the financial planning platform powering advice delivery across the full wealth spectrum, today announced more than 2 million financial plans have been created with its platform for families and individuals worldwide. Alongside this milestone, Conquest unveiled a Spanish-language version of its platform, creating a bilingual English and Spanish user experience. This launch reinforces the firm’s commitment to the U.S. market, where Spanish is the second most spoken language.
Surpassing 2 million plans reflects the accelerating adoption of Conquest’s platform by financial institutions, broker-dealers and advisors rethinking what planning at scale can look like. Powered by its proprietary AI expert system, Strategic Advice Manager (SAM), Conquest enables advisors to build comprehensive, auditable plans across digital, hybrid and traditional advice channels. This momentum is further fueled by the company’s relentless focus on innovation and advisor empowerment, highlighted by the recent launch of four new AI-powered capabilities.
“We were there on day one — our team created the very first plan on the Conquest platform. Today our advisors have created plans for almost 80% of our clients,” said Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management. “We know the impact that has had on our clients, so we’re proud to celebrate this milestone for Conquest and what it truly reflects: real families and clients who now have a financial roadmap they didn't have before.”
The Spanish-language interface, now available within platform settings, allows advisors to switch seamlessly between English and Spanish, enabling them to work directly with clients in their preferred language without leaving the platform. In the United States, approximately 45 million people speak Spanish at home, representing the second-largest Spanish-speaking population in the world after Mexico, according to U.S. Census Bureau data. Pursuing this functionality is a mission-driven endeavor for Conquest as it continues to democratize access to financial advice at scale.
The Spanish UI is not only a localization feature, but it also reflects Conquest’s core design philosophy. For financial advisors and enterprise clients, Conquest has architected its platform to operate across any interface and any workflow, giving firms the flexibility to serve diverse client populations without rebuilding their technology.
“Two million plans is a milestone we’re proud of, but what it really tells us is that firms are ready to deliver planning differently—at greater scale, with greater depth, and to a broader range of clients,” said Brad Joudrie, CEO of Conquest Planning. “Launching our Spanish-language platform is a direct expression of that same conviction, and a massive opportunity to serve Spanish-speaking clients.”
Whether embedded in an enterprise tech stack or used natively through the Conquest interface, the platform’s calculation engine and proprietary expert system SAM remain consistent, auditable and scalable. This headless architecture has made Conquest the planning engine of choice for firms looking to future-proof their advice delivery model, and with UI available in English, French, and now Spanish—with simplified and traditional Chinese coming later this year—the platform is well-positioned to make planning more accessible to mass market up to ultra-high-net-worth clients.
For more information about Conquest Planning, please visit conquestplanning.com.
About Conquest Planning
Conquest Planning is a leading financial planning software company that enables advice delivery across the full spectrum, from digital to hybrid to traditional advisor-led engagements. Powered by its proprietary AI expert system, Strategic Advice Manager (SAM), Conquest combines an auditable, deterministic calculation engine with intelligent, AI-enhanced features to help advisors build better plans, serve more clients and grow their practice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans with a track record spanning more than 30 years in the financial planning software space. Its strategic investors include Goldman Sachs Alternatives, Fidelity International Strategic Ventures, Canapi Ventures, Citi Ventures, BDC Capital, TIAA Ventures, USAA, BNY Mellon, Portage and Royal Bank of Canada. For more information, follow Conquest on LinkedIn, X and YouTube.
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