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Conquest Platform
from Conquest
AI-powered financial planning platform powered by Strategic Advice Manager (SAM) that enables advisors to create comprehensive financial plans including retirement planning, scenario analysis, real-time collaboration, and automated recommendations across digital, hybrid, and traditional advisor-led channels.
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
Conquest Platform
Category:
Retirement Planning Systems
Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.
Conquest Platform
Category:
Insurance Needs Analysis Software
Applications that help advisors quantify clients' life, disability, long-term care, and property/casualty insurance needs based on their financial situation and goals.
Conquest Platform
Publicly available data, summarised using AI.
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