The ethos of Conquest Planning is to get more people into financial plans. Our application empowers advisors and planners to build plans faster, in collaboration with their clients, with a higher degree of accuracy, while furthering financial literacy through a living and continuous action plan.

A flexible platform
Don't spend hours manually entering data. Plan with as little or as much data as required. Simply put, with Conquest, you can build a financial plan faster.

Leverage artificial intelligence
There's a universe of financial strategies, and every client’s situation is unique. Conquest leverages A.I. to find the right combination for your client.

Built on an open API
The Conquest API is a truly open, two-way API. We don't just pull pre-calculated values, we allow firms to build what they need.

Reduce trial & error
Your planning software should work for you, not the other way around. With Conquest, your ability to model multiple strategy combinations, compare them, and select the best path can be done faster and with more accuracy than ever before.

Embrace true digital collaboration 
Same data. Same plan. Work with your clients when they need you, anywhere you are.