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Conquest Planning pricing
Short answer: Conquest Planning doesn't publish prices on its website (checked October 22, 2026). You'll need a quote; below are questions to ask and published prices for alternatives.
Conquest Planning plans and prices
Contact vendor. Conquest Planning doesn't publish prices on its website, so pricing is by quote.
Prices as of October 22, 2026, in USD, as listed on Conquest Planning's pricing page. Vendors change prices often; confirm before you buy.
- Conquest says enterprise plans are scoped to the firm, not per seat, and include customization, guided implementation, dedicated support and unlimited plans, seats and advisors.
- A self-serve offering with a free trial is coming for US-based independent advisors and small firms (typically 10 or fewer); there is a free waitlist.
Questions to ask for a quote
- 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.
Conquest Planning pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Conquest Planning | Contact vendor | None listed | Pricing details |
| DeepVest | Contact vendor | None listed | Pricing details |
| RightCapital | From $149.95/advisor/mo | 14-day trial offered. | Pricing details |
| eMoney Advisor | Contact vendor | None listed | Pricing details |
| MoneyGuide | From $175/advisor/mo | None listed | Pricing details |
| Asset-Map | From $149/mo | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Conquest Planning review · Conquest Planning alternatives · Best financial planning software tools
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FAQ
How much does Conquest Planning cost?
Conquest Planning doesn't list prices publicly. Contact the vendor for a quote.
Does Conquest Planning have a free plan or trial?
Conquest Planning's pricing page doesn't list a free plan or trial as of October 22, 2026. Ask the vendor about demos or pilots.
What should I ask Conquest Planning about pricing?
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.