Conquest API allows for easy integration with CRMs, back office and portfolio management systems to keep data consistent and consolidated. Not ready to connect? Use our built-in digital fact finder in the meantime.
Stress test the plan and discover strategies that address client concerns. Simulate changes in the market and discuss solutions that mitigate financial risk with simplicity and ease, helping your clients feel confident about their financial future.
Deepen client engagement through our interactive and collaborative planning experience and work with your clients when they need you, anywhere they are. Live monitoring enables clients to see progress to plan over time.
Conquest delivers 'smart' advice directly to clients by simplifying complexity of the interface and embedding in-context financial literacy information.
Plan recommendations are automatically populated into an actionable client To-do list, saving time and improving client plan adherence. One plan serves a household for life evolving with the clients over time. Fulfilling agreed action items can be automated by leveraging the API.
Report on implemented or deferred strategies to provide organisational oversight for compliance and discover opportunities to further improve your clients' financial outcomes.
Leverage powerful analytics to deliver meaningful company Business Intelligence and meet even more of your clients' needs.
Already localized for Canada, the UK and coming to the US in 2022, the Conquest platform is built to scale globally.
See how Conquest is revolutionising the financial planning experience.
