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Conquest Planning vs RightCapital
Short answer: Conquest Planning is best for firms that want ranked planning strategies and plans built in minutes; RightCapital is best for advisors who want intuitive planning tools. RightCapital publishes pricing (From $149.95/advisor/mo); Conquest Planning sells by quote. Book demos of both and test them on your real workflow.
| Conquest Planning | RightCapital | |
|---|---|---|
| What it is | "Verifiable AI" financial advice engine whose Strategic Advice Manager (SAM) evaluates and ranks planning strategies. | Financial planning software focused on ease of use and client engagement. |
| Best for | Firms that want ranked planning strategies and plans built in minutes | Advisors who want intuitive planning tools |
| Category | Financial planning software | Financial planning software |
| Free option | None listed | 14-day trial offered. |
| Starting price | Contact vendor | From $149.95/advisor/mo |
| Key capabilities |
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| Skip it if | You want published per-seat pricing today. | You need month-to-month software for a short project. |
| Details | Conquest Planning overview | RightCapital overview |
| Visit Conquest Planning Get a Conquest Planning demo | Visit RightCapital Get a RightCapital demo |
About Conquest Planning
Conquest says its Strategic Advice Manager® (SAM) evaluates and ranks financial strategies, models life events and answers client questions, with every strategy tracing back to its inputs and logic. The engine is headless, so it can run inside the tools advisors already use, and supports self-directed, hybrid and advisor-led models. Conquest reports 15 minutes to build a plan versus an industry average of 10 hours, and integrates Lydia, a behavioral coaching agent from Shaping Wealth. It serves RIAs, broker-dealers, banks and credit unions, and says it is SOC 2 Type II certified.
Check before choosing 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
About RightCapital
RightCapital offers planning tools for modern advisors, with an emphasis on communicating plans clearly to clients and helping firms scale.
Check before choosing RightCapital
- First year requires an annual commitment
- Assistants cost extra
- Compare Premium vs Platinum features you'll actually use
FAQ
Conquest Planning vs RightCapital: which is better for financial advisors?
Conquest Planning is best for firms that want ranked planning strategies and plans built in minutes; RightCapital is best for advisors who want intuitive planning tools. RightCapital publishes pricing (From $149.95/advisor/mo); Conquest Planning sells by quote. Book demos of both and test them on your real workflow.
What is the difference between Conquest Planning and RightCapital?
Conquest Planning: "Verifiable AI" financial advice engine whose Strategic Advice Manager (SAM) evaluates and ranks planning strategies. RightCapital: Financial planning software focused on ease of use and client engagement.
Is Conquest Planning or RightCapital cheaper?
RightCapital publishes pricing (From $149.95/advisor/mo); Conquest Planning sells by quote.