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Advisors will be able to get started right away while enterprises still access an engine built for workflows, scale and security.
The wealth industry’s only verifiable AI financial advice engine will soon be available risk-free to independent advisors through a free trial. Join the waitlist to be first in line and to help shape what we build next.
Sign up in seconds to join the waitlist and start planning in minutes.
We'll email you when the experience launches.
Access the same powerful engine, Strategic Advice Manager® (SAM), that 1,000+ firms already run on to power plans for any client — now for any sized firm.
SAM's expert calculation engine and AI expert system builds plans and ranks the best strategies, so what took you 10 hours can now take minutes.
Self-directed, hybrid or advisor-led, all from one engine. Serve every client the way they want to be served.
We’re already live in Alpha. The firms on the waitlist first help shape what ships next.
Over 2.5 million plans have been created across global enterprises, delivering the best pricing for your firm. Plans are scoped to your firm, not per seat.
Workflows, data model & UI shaped to your brand. White-label ready.
Onboarding, data migration & team training, delivered hands-on.
A named success team, 24/7 enterprise SLA, priority response.
SSO, advanced controls, unlimited plans, seats & advisors.
No. Joining is free and commits you to nothing.
Yes! We will have early adopter pricing, and we’ll be working with our early adopters to collect feedback and shape future advisors’ experience.
You are able to sign up for the waitlist, however, this offering will roll out for US-based independent advisors and small firms to start.
You will be among the first to know when the trial experience launches. If you do not see our emails, check your spam folder. Make sure you opt into communications to stay informed.
Conquest is rolling out a waitlist for independent advisors to buy the app directly without the need for a sales call. It runs on the same planning engine enterprise wealth firms use.
You can sign up as a solo advisor; your whole firm does not need to.
The waitlist is for Conquest's self-serve offering, built for US-based independent advisors and boutique firms, typically teams of 10 or fewer. Joining is free and commits you to nothing. We will let you know when you can request a trial. You can sign up here.
The waitlist is open to anyone, but the full experience is for certified, US-based, independent advisors and boutique firms, typically teams of 10 or fewer that don’t have the time or need for a full enterprise implementation. Firms with more than 10 advisors should reach out for a tailored demo.
We're rolling out our free 14-day trial experience to independent advisors. Tell us about yourself and we'll email you when the experience may be available for you.
