Self-directed
Not every relationship needs a full build to start. Give lighter-touch clients something useful early, then go deeper when they're ready.
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The depth and personalization that used to be reserved for your top households now goes to every client. Strategic Advice Manager® (SAM) evaluates hundreds of strategies and drafts a personalized plan in minutes, saving you hours. You stay in control by deciding what gets applied to your clients' plans.
Staying on a tool you've outgrown can feel easier than re-entering years of client data by hand, but we enable you to upload any document you keep on a client—a plan report, a tax return, a statement, even a handwritten note—and we’ll fill the client profile in seconds.
JOIN WAITLISTYou decide how much planning each relationship needs. Prospect, co-plan, or go deep, all with one tool.
Not every relationship needs a full build to start. Give lighter-touch clients something useful early, then go deeper when they're ready.
Your platform and the client portal run on the same plan, not separate systems. Work through changes together in real time, with nothing to sync afterward.
Take on your most complex households without adding tools. Estate, multi-generational, and tax planning run on the same engine as everything else.
The capabilities that let you deliver better advice to more of your clients, and defend every plan you deliver.
We embed the actual federal and state tax forms in the calculation engine, with all tax calculations verified by a third-party CPA. Most tools estimate at year end. Decumulation strategies sequence withdrawals to minimize taxes in retirement.
Connect your custodian and accounts flow in and stay current. Live at launch: Charles Schwab, TradePMR, held-away account aggregation, and AI meeting assistants Zocks and Jump. Wealthbox and portfolio reporting are on the way.
Clients get real-time updates, to-do lists, and what-if scenarios they can explore on their own. The relationship stays warm without adding meetings to your calendar.
SAM Guide answers questions about any client's plan in plain language and can navigate the app for you. With the Conquest MCP Server on Pro, Claude, Copilot, or ChatGPT pulls live plan data straight from the source.
Build fiduciary guardrails into the process and stress-test against real scenarios, like a market drop or a longer life than expected. A full suite of audit reports shows how any number was reached.
