Conquest Planning

Name: Conquest Planning
Brand: Conquest Planning

Powerful, accurate, intelligent financial planning software

Est 2018|Raised $136.7M

LinkedIn 20K|Web traffic 31K|FTEs 198|HQ Winnipeg, Manitoba, CA

MarketsFinancial Planning & Wealth Advice Software

Published Aug 18, 2026

01Common complaints

1. Organizations that require a self-serve, small-firm purchase process with clear per-advisor pricing in public materials; the vendor’s public positioning is enterprise-focused and pricing is quote-based. 2. Procurement processes that require public third-party security attestations (SOC 2 Type II / ISO 27001) during initial screening; such certifications were not publicly documented in the materials reviewed. 3. Situations where buyers rely on a large base of independent end-user reviews for usability and support evaluation; public review footprint for the enterprise product was not readily discoverable in this research pass. 4. Firms that do not have integration capacity or do not plan to integrate core data sources; the platform’s living-plan benefits depend on available data feeds and integrations.

Deal disqualifiers

Organizations requiring publicly documented SOC 2 Type II or ISO 27001 evidence during early screening (unless such reports are provided under NDA)
Buyers needing transparent public pricing for initial budgeting
Organizations without IT capacity for integrations (the product’s benefits increase with data integrations)

Publicly acknowledged limitations

Vendor materials reference roadmap items and upcoming product versions; buyers should verify current availability and release status of specific features.

Limitations based on available evidence

Public documentation of enterprise security attestations (SOC 2/ISO) was not located, which may affect procurement timelines.
Discoverability of independent end-user reviews for the enterprise product is limited due to name ambiguity and lack of public review pages identified in this research pass.
Pricing opacity for the institutional product can complicate early-stage budgeting.

02Why they buy

Unique selling points supported by evidence (mostly vendor/partner evidence)

Strategic Advice Manager (SAM): a proprietary planning engine that the vendor describes as producing prioritized recommendations and scenario analyses.
Institutional partnerships and embedded deployments: multiple public partnership announcements describe integrations with banks and custodial platforms.
Multi-modal planning delivery: product materials describe support for self-directed, hybrid, and advisor-led planning flows.

Where competitors have clear advantages

Market visibility and mature ecosystems among some competitors, which translates into more public documentation and user feedback.
Published pricing clarity for some competing products, which can simplify early budgeting decisions.

03Field reports

Important limitation: review availability / discoverability

Conquest Planning is primarily enterprise-focused and may be distributed through institutional partners rather than direct self-serve channels. Standard review-platform coverage (G2/Capterra/TrustRadius) was not readily discoverable for the Conquest Planning enterprise product; search results often returned unrelated products with similar names.

Vendor-published testimonials (summary)

The vendor website includes curated testimonials from executives at multiple financial services organizations. These are marketing testimonials published by the vendor and do not constitute a representative sample of end-user feedback.

Community / social discussions

Searches for community discussion primarily surfaced unrelated uses of the phrase in non-enterprise contexts. Public grassroots discussion about the enterprise product was not readily locating high-signal threads in this research pass.

Balanced interpretation (what can and cannot be concluded)

We can conclude: several large institutions publicly reference Conquest in partnership and announcement materials, which indicates some level of enterprise adoption.
We cannot conclude: detailed day-to-day usability, support quality, or implementation pain points from standard end-user review platforms based on the public materials reviewed.

Case study signals from partnerships (publicly announced)

Public announcements and partner materials cited deployments and embeds such as: - A large national bank — a self-serve planning experience integrated into the bank's digital channels. - A regional credit union — a planning experience offered to members including advisor access and self-directed options. - A fintech wealth platform — planning tools for higher-asset clients. - A custody and distribution platform integration — combining goals- and cash-flow-based planning into a broader platform.

Critical evaluation of case evidence

These partnerships indicate institutional engagements and some level of product maturity for embedding planning into digital channels.
Press materials and partner announcements tend to describe qualitative outcomes; where quantitative metrics appear they are generally vendor-provided. Buyers should obtain customer references and request specific outcome data relevant to their segment and region.

04Best fit

Company sizes

Mid-market to enterprise financial institutions (large organizations) offering advice across multiple segments
Large wealth management networks with significant advisor headcount

Smaller RIAs may access the product through platform partnerships, but the vendor’s public positioning is primarily institutional.

Industries / verticals

Retail banking and digital banking
Wealth management and brokerage
Credit unions
Insurance-affiliated wealth arms

Roles/personas

Decision makers:

Heads of wealth or advice
Chief digital officers or heads of digital channels
CIO/CTO for wealth platforms
Compliance and risk leadership

End users:

Financial advisors and planners
Relationship managers
Clients/end investors (when self-serve modules are deployed)

Pain points addressed

Reducing manual effort in plan creation
Increasing plan update frequency relative to static plans
Serving mass-market segments with digital planning experiences
Integrating planning into digital channels and advisor workflows

05The pitch

What the product does (objective value proposition)

Conquest Planning is a financial planning software platform intended for financial institutions and advisors to create and maintain living financial plans that update as inputs change. The platform supports multiple advice delivery models: self-directed planning (consumer-led), hybrid/collaborative planning (advisor + client), and advisor-led planning. The vendor describes a proprietary planning engine, Strategic Advice Manager (SAM), which produces prioritized planning actions and scenario analyses. Vendor materials indicate the engine is intended to reduce manual effort in plan creation and to support more frequent plan updates; those operational impact claims are vendor-reported and should be validated by buyer reference checks.

Target market and positioning

Conquest is primarily positioned as an enterprise/institutional planning platform for:

Banks and credit unions
Wealth management firms and broker-dealers
Insurance and pension providers
Advisor platforms and distribution partners

The vendor indicates the platform is designed to address planning needs across a range of client wealth segments. Independent validation of coverage across all segments varies by market and deployment.

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