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Planning software

Conquest Planning

Planning engine that ranks financial strategies, models life events and answers client questions for advisors.

Made by Conquest Planning Inc. Visit Conquest Planning's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed6 connectionsZocks, Claude, ChatGPT and 3 more. Source and date for each below. AI tools among them: Zocks (works from meetings), Claude (MCP server), ChatGPT (MCP server), Microsoft Copilot (MCP server).
Read this before you rely on Conquest Planning's details. Conquest's self-serve plan for US independent advisors and small firms (typically 10 or fewer) is on a waitlist, not yet open; larger firms are asked to request a demo. The Schwab, TradePMR, Jump and Morningstar connections were announced for that plan's launch. Sources: Conquest Planning Inc.'s page; Conquest press release, September 14, 2026.
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What their website looks like

Screenshot of Conquest Planning's homepage
Conquest Planning's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on Conquest Planning Inc.'s site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Independent-advisor self-serve plan: waitlist only, with early adopter pricing promised; firms with more than 10 advisors are asked to request a demo.

Source: Conquest pricing page (https://conquestplanning.com/pricing), both the independent-advisor and enterprise tabs: no price is published. The independent-advisor plan is a waitlist; enterprise pricing is by quote. Not found, Oct 6.

What one person pays for other planning tools

Planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person. Conquest Planning isn't on it: it doesn't publish a price.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
Conquest Planning6 connections listed

Data goes out to

ClaudeChatGPTMicrosoft Copilot
Two-way
Zocks
Direction not stated
Shaping Wealth (Lydia)Advisor360°
Connection cost: Conquest Planning publishes no pricing for us to read.

No custodian, CRM or planning connection found

We didn't find one on the pages of Conquest Planning Inc.'s site we read. The other software it connects to is listed below.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools Conquest Planning Inc. lists. How each one connects is in Conquest Planning Inc.'s own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

Zocks
Checked on the vendor's site
  • Works from your meetings, as the vendor describes it
  • Two-way: client information captured from meetings and documents creates or updates financial plans
Source: Conquest press release: Zocks and Conquest Launch AI Integration, published Jun 4. Checked Oct 6.
Claude
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Data out: live plan data (income, KPIs, goals, gaps, applied strategies) through Conquest's MCP server
  • Direction not stated: review, apply, modify or remove plan strategies from the AI assistant
Source: Conquest MCP page. Checked Oct 6.
ChatGPT
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Data out: live plan data (income, KPIs, goals, gaps, applied strategies) through Conquest's MCP server
  • Direction not stated: review, apply, modify or remove plan strategies from the AI assistant
Source: Conquest MCP page. Checked Oct 6.
Microsoft Copilot
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Data out: live plan data (income, KPIs, goals, gaps, applied strategies) through Conquest's MCP server
  • Direction not stated: review, apply, modify or remove plan strategies from the AI assistant
Source: Conquest MCP page. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Conquest Planning Inc. lists.

Shaping Wealth (Lydia)
Checked on the vendor's site
  • Direction not stated: behavioral coaching agent built into the Conquest workflow, sold as an add-on
Source: Conquest press release: Conquest Integrates Shaping Wealth's Lydia, published Jul 28. Checked Oct 6.
Advisor360°
Checked on the vendor's site
  • Direction not stated: Conquest's planning embedded in the Advisor360° platform
Source: Conquest news: Advisor360° partnership, published Apr 22. Checked Oct 6.

Announced, not shown live

Conquest Planning Inc. has announced these, but we found no page showing them live. They don't count in filters, stats or comparisons until we do.

Schwab Advisor Services
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Conquest press release: Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs, published Sep 14. Checked Oct 6.
TradePMR by Robinhood
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Conquest press release: Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs, published Sep 14. Checked Oct 6.
Jump
Checked on the vendor's site
  • The vendor doesn't say how the AI tool connects
  • Listed on the vendor's site, with no detail on what moves
Source: Conquest press release: Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs, published Sep 14. Checked Oct 6.
Morningstar
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Conquest press release: Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs, published Sep 14. Checked Oct 6.

Moving to Conquest Planning from another tool

What Conquest Planning Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

Names no tool

Their page says, in words we couldn't label: “Bring your clients over without retyping a thing … Staying on a tool you've outgrown can feel easier than re-entering years of client data by hand, but we enable you to upload any document you keep on a client—a plan report, a tax return, a statement, even a handwritten note—and we’ll fill the client profile in seconds. … JOIN WAITLIST”

Announced, not generally released yet: the words above put it behind a waitlist, a beta, a preview or a later date, so they aren't counted in any list of tools that import from another. Ask Conquest Planning Inc. whether you can use it now.

Checked on the vendor's site · Oct 6
Conquest: for independent advisors

Leaving later

We couldn't find export instructions on Conquest Planning Inc.'s site.Not found

Fits best if

Our judgement

We haven't assessed fit for Conquest Planning yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Conquest Planning with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

MaxiFi PRO
From $599/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
ScenariosX
From $1,000/login/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
WealthTrace
From $1,049/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
Moneytree
From $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
View profile

Corrections

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