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Conquest Planning

Read 6 Conquest Planning reviews and testimonials from customers, explore case studies and customer success stories, and watch 8 customer videos to see why companies chose Conquest Planning as their Financial Planning Software

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.

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Customer Rating Review Score based on 380 reference ratings
4.8/5.0 (380)

6Testimonials

  • “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 …

    Matt Evans President and CEO

  • “Canadians want the same type of digital experiences from their advisor that they're used to having in other parts of their life. That's why we made the decision a few …

    Damon Murchison President & CEO

  • “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, …

    CBA Wealth
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8 Customer Videos

  • PWL Capital - Customer Success Story (Mark McGrath - Financial Planner and Associate Portfolio Manager)
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    Mark McGrath Financial Planner and Associate Portfolio Manager
  • 2plan Wealth Management - Customer Success Story (Jean Evans - Independent Financial Adviser)
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    Jean Evans Independent Financial Adviser
  • Bearing Capital Partners - Customer Success Story (Jamie List - Managing Director)
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    Jamie List Managing Director
7 more videos currently locked

Additional Conquest Planning Information & Resources

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 2,127,200+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.