Conquest Planning
www.conquestplanning.com · Wealth Management
Pricing: Enterprise. Check current pricing →
AI-powered financial planning for advisors.
What it does
Conquest Planning is an AI-powered financial planning platform for wealth advisors that generates auditable, personalised plans using a deterministic advice engine. It supports clients from mass market to ultra-high-net-worth across self-directed, hybrid, and full-service models.
✓ Best for
Wealth management firms and banks scaling advisory capacity with compliant plans.
Capabilities
Rapid personalised plan creationAI-driven strategy recommendationsCompliance audit trailsFirm-wide analytics and reportingTwo-way API integrations
Checked against www.conquestplanning.com on 2026-06-26.
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