AI Help for Financial Advisors › Tools › Conquest Planning

Conquest Planning: an AI planning engine that models the strategy with you

The short version:

• What it is: an AI-driven financial-planning platform (Conquest Planning, at conquestplanning.com), used by firms and enterprises rather than sold as a cheap solo app.
• The job it does: it models a client's financial-planning strategies and its AI suggests the next best move, so plans get built and updated in minutes rather than hours.
• Who it's for: advisory teams that lead with financial planning and want the modelling and the compliance trail handled in one place.
• What it costs: priced per seat and quoted; there's no public single price, so you get the number through the vendor.
• Next to the others: it's a planning engine, not a CRM or a notetaker. It pairs with a CRM like Wealthbox or Redtail rather than replacing one.

See it in action

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Our own short explainer, silent, about 45 seconds. Conquest Planning is an AI-driven financial-planning platform that models client strategies and suggests the next best move. It's priced per seat and quoted to your firm.

What does Conquest Planning do for an advisory firm?

A real financial plan is a stack of scenarios: retire at 62 versus 65, sell the business now versus later, fund the grandkids' college or not. Building and comparing those by hand, in a planning tool or a spreadsheet, is slow, and the plan tends to be stale by the next review. That modelling work is where a lot of an advisor's time goes.

Conquest puts AI into that modelling. It builds the strategies for you and recommends the next move to test, so you can compare paths live in a meeting and adjust the plan while the client watches. The company leans on a compliance-first design, keeping an audit trail of the advice the system suggests, which matters when a regulator asks why a recommendation was made.

What does Conquest Planning cost?

Conquest is priced per seat and quoted rather than sold off a public price list, so the cost depends on how many advisors use it and which capabilities you turn on. That's typical for a planning platform aimed at firms and enterprises, but it means you can't check the number from a pricing page the way you can with a tool like Holistiplan.

When you take the demo, pin down what a seat costs, what's included at your firm's size, and whether there's a minimum. Get it in writing before you build it into your budget.

Conquest Planning is priced per seat and quoted; it does not publish a simple public price. Confirm terms directly with the vendor at conquestplanning.com (checked 2026-07-09).

Where does Conquest fit, and how does compliance work?

Conquest is a planning engine, so it sits alongside the rest of your stack rather than replacing it. You still keep a CRM for the client record, like Wealthbox or Redtail, and a meeting tool like Jump or Zocks for notes. Conquest is where the plan itself gets modelled.

Because the AI suggests planning strategies, the compliance side matters: you review every recommendation before it reaches a client, you keep the audit trail the platform generates, and your compliance officer signs off on how the tool is used. None of this is compliance advice; our RIA compliance guide walks through the rules in plain terms.

Comparing the planning tools? See FP Alpha for document-driven planning, or the full advisor AI software comparison.

Common questions

Sources

Pricing is vendor-published and changes; confirm it with the vendor before you buy.
Conquest Planning — conquestplanning.com (AI-driven financial-planning platform; priced per seat, quoted, no simple public price). Vendor site, checked 2026-07-09. Last reviewed: 2026-07-09.