Conquest Planning

AI-powered financial planning software for wealth advisors and their clients

AI Finance & InvestmentPaid

Conquest Planning is a financial planning platform that uses AI to help wealth advisors create dynamic, personalized financial plans faster and at greater scale. Instead of static PDF plans that become outdated, Conquest builds living plans that update as client data changes. The AI layer suggests relevant planning strategies based on client profiles, identifies opportunities the advisor may have missed (Roth conversions, tax-loss harvesting, insurance gaps), and generates plain-language explanations of complex strategies for client presentations. Wealth management firms use Conquest to enhance advisor productivity and demonstrate plan complexity and value to clients.

Key Features

• ✓Dynamic financial plan creation
• ✓AI strategy suggestions
• ✓Opportunity identification
• ✓Client presentation generation
• ✓Living plan updates