Conquest Planning

Conquest Planning's technology delivers prioritized financial strategies to consumers and financial advisors. Its what-if analyses can stress test a plan and discover strategies that address client concerns, or simulate changes in the market and discuss solutions that mitigate financial risk.


The Conquest Planning client portal supports client engagement through an interactive and collaborative planning experience and live monitoring enables clients to see progress to plan over time. Then plan recommendations are automatically populated into an actionable client To-do list, so one plan serves a household for life evolving with the clients over time. Fulfilling agreed action items can be automated by leveraging the API.

Conquest API allows for integration with CRMs, back office and portfolio management systems to keep data consistent and consolidated.