The old way of financial planning wasn't built for today's advisors or the clients they serve. Conquest replaces fragmented, manual processes with a deterministic AI engine that delivers personalized recommendations at scale. Every decision is explainable. Every recommendation is traceable. And ever client gets advice built around them.
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MINUTES
To create a financial plan, compared to the average 10 hours
GROWTH
Of new client onboards bringing $1M or more in investible assets
MORE PLANS
More plans created per advisor
The core of the Conquest platform is powered by Strategic Advice Manager (SAM). Our auditable, deterministic calculation engine suggests next best financial decisions based on a clients personal situation, preferences, and goals.
SAM evaluates each client's unique situation to surface the most relevant strategies, so every advisor delivers personalized, defensible advice without building every plan from scratch.
Firm-wide analytics give leadership a real-time view of plan quality, advisor activity, and client engagement. With the compliance trail built in to our expert system, know what's working, prove it to regulators, and take action.
From mass market to UHNW, Conquest supports self-directed, hybrid, and full-service delivery models, so your firm can grow AUM across every tier.
Conquest's open two-way API was built to integrate with your tech stack and allow for flexible user experiences. Use our app interface, or connect our calculation engine to your system so the UX/UI meets your requirements.
“Historically you'd sit down with the family, ask them a bunch of questions, go back to your office and plug it all in. Then you’d print out, to go back and see the family. I mean, it's a very kind of a heavy and burdensome process.
Conquest is a system that dynamically adjusts the plan, you could adjust the plan with the families you work with, or the families on their own can adjust the plans themselves. It's a really great tool to have interactions with your families and have a real sense of what they really need, and so I'm very excited about Conquest.”
“This new tool will allow us to respond to Clients' evolving needs proactively and faster than ever, while still offering the unmatched expertise of our employees and advisors. Conquest's digital tool will help us stay connected to our Clients across all our wealth and insurance offerings, enabling us to develop a comprehensive profile to fit their individual needs. We are excited to offer this innovative service to Clients and know it will have a real and lasting impact on their financial security.”
“Every client can go through roughly 65 life transitions, all of which will inform the process of adding and removing goals in a financial plan. One thing that’s helping to facilitate IPC advisors’ capability to explore different scenarios is IPC’s digital financial-planning platform created in partnership with Conquest Planning.”
“Canadians want the same type of digital experiences from their advisor that they're used to having in other parts of their life. That's why we made the decision a few years ago, to embark on an ambitious digital transformation journey. One of the centerpieces of IG's ongoing transformation has been the selection of a modern financial planning platform. Conquest Planning Inc.'s financial planning software uses artificial intelligence, advanced analytics and real-time collaboration to help IG's advisors and clients work together to navigate through the complexities of planning for today and tomorrow to create personalized IG Living Plans.”
“Our client families come to us with a broad range of needs, including investment management, business succession, tax and estate planning, family trusts, philanthropy and more. Conquest brings next-generation interactive digital capabilities which perfectly complement our highly personal, customized approach to meeting these needs.”
“Conquest Planning is one of the newest, most effective and integrated planning software programs available on the market. It incorporates AI and allows us to complete more accurate, more sound, and properly integrated plans for our clients. For both, their Corporate and Personal lives.”
