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Conquest Planning alternatives for financial advisors
Short answer: The closest alternatives to Conquest Planning are DeepVest (best for rias that want planning, proposals and portfolio analysis in one ai workspace), RightCapital (best for advisors who want intuitive planning tools), eMoney Advisor (best for comprehensive, cash-flow-based planning). Conquest Planning itself is best for firms that want ranked planning strategies and plans built in minutes.
Conquest Planning: "Verifiable AI" financial advice engine whose Strategic Advice Manager (SAM) evaluates and ranks planning strategies. See the full Conquest Planning overview or all financial planning software tools.
Conquest Planning starts at
Lowest published starting price
Asset-Map: From $149/mo
Alternatives with a free option
RightCapital
Why advisors look beyond Conquest Planning
- Independent advisors may need to wait for the self-serve launch.
- Ask how SAM's recommendations are documented for compliance.
- Confirm integrations with your CRM and custodian.
- Not a fit if: You want published per-seat pricing today.
Read our Conquest Planning review · Conquest Planning pricing
5 alternatives to Conquest Planning
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| DeepVest Agentic AI workspace for RIAs covering proposals, portfolio analysis, market data, monitoring and, with PlanLab, connected financial planning. | RIAs that want planning, proposals and portfolio analysis in one AI workspace | Contact vendor | None listed | Visit ↗ |
| RightCapital Financial planning software focused on ease of use and client engagement. | Advisors who want intuitive planning tools | From $149.95/advisor/mo | 14-day trial offered. | Visit ↗ |
| eMoney Advisor Financial planning software for advisors, planners and RIAs. | Comprehensive, cash-flow-based planning | Contact vendor | None listed | Visit ↗ |
| MoneyGuide Envestnet's goals-based financial planning software. | Goals-based planning conversations | From $175/advisor/mo | None listed | Visit ↗ |
| Asset-Map Visual financial planning software that maps a client's financial life on one page. | Discovery meetings and visual client conversations | From $149/mo | None listed | Visit ↗ |
Checked against vendor websites on October 21, 2026. List prices as of October 21, 2026; prices change often, so confirm on each vendor's site.
How to choose
- Choose DeepVest if you want rIAs that want planning, proposals and portfolio analysis in one AI workspace.
- Choose RightCapital if you want advisors who want intuitive planning tools.
- Choose eMoney Advisor if you want comprehensive, cash-flow-based planning.
- Choose MoneyGuide if you want goals-based planning conversations.
- Choose Asset-Map if you want discovery meetings and visual client conversations.
- Before you switch, list the integrations you rely on today and ask each vendor to confirm them in writing, then have compliance review data handling.
Related comparisons
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FAQ
What is the best alternative to Conquest Planning?
It depends on what you need. DeepVest is best for rias that want planning, proposals and portfolio analysis in one ai workspace; RightCapital is best for advisors who want intuitive planning tools; eMoney Advisor is best for comprehensive, cash-flow-based planning.
Why look for a Conquest Planning alternative?
Common reasons are integrations with the rest of your stack, firm size, features and price. Conquest Planning is best for firms that want ranked planning strategies and plans built in minutes, so if that isn't you, compare the options below.
How much do Conquest Planning alternatives cost?
As of October 21, 2026, published starting prices are: RightCapital From $149.95/advisor/mo; MoneyGuide From $175/advisor/mo; Asset-Map From $149/mo. DeepVest, eMoney Advisor don't publish pricing. Conquest Planning is priced by quote.