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Conquest Planning
In one line: "Verifiable AI" financial advice engine whose Strategic Advice Manager (SAM) evaluates and ranks planning strategies.
| Best for | Firms that want ranked planning strategies and plans built in minutes |
|---|---|
| Category | Financial planning software |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 22, 2026) |
| Website | conquestplanning.com/ |
| Last checked | October 22, 2026 |
What it 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.
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Alternatives to Conquest Planning
DeepVest
RIAs that want planning, proposals and portfolio analysis in one AI workspace
RightCapital
Advisors who want intuitive planning tools
eMoney Advisor
Comprehensive, cash-flow-based planning
MoneyGuide
Goals-based planning conversations
Compare: DeepVest vs Conquest Planning · Conquest Planning vs eMoney Advisor · Conquest Planning vs RightCapital
FAQ
What is Conquest Planning?
"Verifiable AI" financial advice engine whose Strategic Advice Manager (SAM) evaluates and ranks planning strategies.
Who is Conquest Planning best for?
Firms that want ranked planning strategies and plans built in minutes. It is in our financial planning software category.
How much does Conquest Planning cost?
Conquest Planning doesn't publish prices on its website as of October 22, 2026; contact the vendor for a quote.
What are alternatives to Conquest Planning?
DeepVest, RightCapital, eMoney Advisor, MoneyGuide.