Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans.
“Conquest Planning is one of the newest, most effective and integrated planning software programs available on the market. It incorporates AI and allows us to complete more accurate, more sound, …
“Every client can go through roughly 65 life transitions, all of which will inform the process of adding and removing goals in a financial plan. One thing that’s helping to …
“Our client families come to us with a broad range of needs, including investment management, business succession, tax and estate planning, family trusts, philanthropy and more. Conquest brings next-generation interactive …
Read Conquest Planning Reviews, Testimonials & Customer References from 6 real Conquest Planning customers.
Watch Conquest Planning Customer Videos to learn why 8 businesses chose Conquest Planning.
FeaturedCustomers has 1,911,109+ validated customer references
including reviews, case studies, success stories, customer stories,
testimonials and customer videos that will help you make better
software purchasing decisions.
