Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Conquest Planning review for financial advisors
By William Foster · Updated October 22, 2026
Verdict: Conquest Planning is best for firms that want ranked planning strategies and plans built in minutes. Pricing: Contact vendor. Skip it if you want published per-seat pricing today.
How we review: this is an editorial summary of what Conquest Planning publishes about its product and pricing, checked on October 22, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Firms that want ranked planning strategies and plans built in minutes |
|---|---|
| Category | Financial planning software |
| Starting price | Contact vendor |
| Free option | None listed |
| Pricing model | By quote |
| Website | conquestplanning.com/ |
What Conquest Planning does
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.
Key capabilities, per Conquest Planning
- Strategic Advice Manager (SAM) ranks strategies and traces each one to its inputs
- Plans in about 15 minutes, per the vendor, versus a 10-hour industry average
- Headless engine for self-directed, hybrid and advisor-led models
Good fit if
You want firms that want ranked planning strategies and plans built in minutes.
Skip it if
You want published per-seat pricing today.
What to check before you buy
- 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.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Conquest Planning compares on price
| 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.
DeepVest vs Conquest Planning · Conquest Planning vs eMoney Advisor · Conquest Planning vs RightCapital · All Conquest Planning alternatives
Get a Conquest Planning demo
Tell us a little about your firm and we'll pass your request to Conquest Planning's team. Free, no obligation.
FAQ
Is Conquest Planning good for financial advisors?
It's a strong fit for firms that want ranked planning strategies and plans built in minutes. "Verifiable AI" financial advice engine whose Strategic Advice Manager (SAM) evaluates and ranks planning strategies.
What are Conquest Planning's main features?
Strategic Advice Manager (SAM) ranks strategies and traces each one to its inputs. Plans in about 15 minutes, per the vendor, versus a 10-hour industry average. Headless engine for self-directed, hybrid and advisor-led models.
Who should not use Conquest Planning?
You want published per-seat pricing today.
How much is Conquest Planning?
Conquest Planning prices by quote; it doesn't publish prices.