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DeepVest vs Conquest Planning
Short answer: DeepVest is best for rias that want planning, proposals and portfolio analysis in one ai workspace; Conquest Planning is best for firms that want ranked planning strategies and plans built in minutes. Neither publishes prices, so get quotes from both. Book demos of both and test them on your real workflow.
| DeepVest | Conquest Planning | |
|---|---|---|
| What it is | Agentic AI workspace for RIAs covering proposals, portfolio analysis, market data, monitoring and, with PlanLab, connected financial planning. | "Verifiable AI" financial advice engine whose Strategic Advice Manager (SAM) evaluates and ranks planning strategies. |
| Best for | RIAs that want planning, proposals and portfolio analysis in one AI workspace | Firms that want ranked planning strategies and plans built in minutes |
| Category | Financial planning software | Financial planning software |
| Free option | None listed | None listed |
| Starting price | Contact vendor | Contact vendor |
| Key capabilities |
|
|
| Skip it if | You only need a standalone planning tool and already have proposal and research software you like. | You want published per-seat pricing today. |
| Details | DeepVest overview | Conquest Planning overview |
| Visit DeepVest Get a DeepVest demo | Visit Conquest Planning Get a Conquest Planning demo |
About DeepVest
DeepVest describes itself as the agentic front office for wealth teams. Its PlanLab module, launched October 15, 2026, maps a household plan across 11 planning domains with 53 connections between them, pairs an AI planning assistant with deterministic calculators for Social Security claiming, Roth conversions, withdrawal sequencing, RMDs, estate taxes and gifting, and re-runs diagnostics nightly; every AI recommendation goes through advisor review and approval. The workspace also includes AgentLab (AI portfolio analysis), AdvisorLab (prospect statements to proposals), DataLab (cross-asset market data) and MonitorLab (plain-English alerts). DeepVest says it is SOC 2 Type II certified and never trains its AI on client data.
Check before choosing DeepVest
- Confirm which modules are in Advisor Premium vs. Enterprise
- Check whether your CRM and custodians connect (Wealthbox is listed on the pricing page)
- Ask whether you can import plans from your current planning software
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
FAQ
DeepVest vs Conquest Planning: which is better for financial advisors?
DeepVest is best for rias that want planning, proposals and portfolio analysis in one ai workspace; Conquest Planning is best for firms that want ranked planning strategies and plans built in minutes. Neither publishes prices, so get quotes from both. Book demos of both and test them on your real workflow.
What is the difference between DeepVest and Conquest Planning?
DeepVest: Agentic AI workspace for RIAs covering proposals, portfolio analysis, market data, monitoring and, with PlanLab, connected financial planning. Conquest Planning: "Verifiable AI" financial advice engine whose Strategic Advice Manager (SAM) evaluates and ranks planning strategies.
Is DeepVest or Conquest Planning cheaper?
Neither publishes prices, so get quotes from both.