Tool profile
Conquest Planning: cost, fit and limits
Conquest Planning is an advice engine for financial advisors made by Conquest Planning Inc. that evaluates and ranks financial strategies, models life events and answers client questions, with a behavioral finance agent called Lydia. It is sold to RIAs and wealth firms, and a self-serve version for solo advisors is on a waitlist.
What to know first
Conquest Planning sells planning logic, not meeting capture. Its Strategic Advice Manager ranks strategies and the site says every strategy traces back to its inputs and logic. The engine is headless, so it runs inside other tools, and it is listed in Claude for Financial Advisors and over MCP. Firms get quoted pricing scoped to the firm, and solo advisors can join a waitlist for a self-serve tier with early-adopter pricing.
Conquest Planning at a glance
| Maker | Conquest Planning Inc., Canada |
|---|---|
| Free plan | No |
| Entry price | Quote only |
| API access | Yes |
| Category | Best AI Wealth Management Software in 2026, rank 7 of 10 |
| Website | conquestplanning.com |
Who Conquest Planning is best for
Firms that need explainable advice output
The site says each strategy traces back to inputs and logic, which gives a compliance reviewer a trail, unlike free-form generated text.
Banks and platforms embedding advice
The engine is built headless so it can run inside other tools, which suits a firm that wants advice calls inside its own app or portal.
Advisors who use Claude or ChatGPT
The engine is available in Claude for Financial Advisors and through MCP in Claude, ChatGPT and other agents, so advice logic can sit behind the assistant a firm already uses.
Firms that coach advisors on client behavior
Lydia, a behavioral finance agent from Shaping Wealth, gives advisors in-the-moment guidance during client conversations. That is a behavioral layer on top of the planning logic, aimed at the advisor, not the client.
Conquest Planning plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Independent advisors (self-serve) | Waitlist, early-adopter pricing not published | The same planning engine enterprise firms use, with a free trial at launch. Eligible: certified U.S. independent advisors and boutique firms, typically teams of 10 or fewer. |
| RIAs and enterprise wealth firms | Custom quote | Pricing scoped to the firm, not per seat, with customization of workflows, data model and UI, white-label options, guided implementation, a named success team and a 24/7 enterprise SLA. |
| Security and scale features | Included in enterprise | SSO, advanced controls and unlimited plans, seats and advisors are listed for the enterprise offering. |
Checked November 2026.
What Conquest Planning does
- Strategic Advice Manager
- SAM evaluates and ranks financial strategies, models life events and answers client questions, and the site says every strategy it surfaces traces back to the inputs and logic behind it.
- Lydia behavioral coaching
- Lydia, from Shaping Wealth, is a coaching agent that gives advisors in-the-moment guidance about client behavior. Shaping Wealth is named as the source of the agent, so the behavioral content comes from that organization.
- One engine for three engagement models
- The site says self-directed, hybrid and advisor-led advice can run on the same engine, which lets a firm serve smaller clients differently. The same logic applies whether the client plans alone or with an advisor.
- Headless design and MCP
- The engine can run inside other tools and reaches Claude, ChatGPT and other agents through MCP, so integration is by call rather than a separate login.
How Conquest Planning handles your data
Conquest Planning Inc. is incorporated under the laws of Canada, and its privacy policy lists a Winnipeg address for the Privacy Officer. The policy says data may be stored and processed in any country where third-party providers operate, such as Canada, the US, the UK or Ireland, and describes administrative, technical and physical safeguards including encryption, firewalls and access controls. Retention is as long as reasonably necessary, and anonymized data may be kept for research. The pages read do not state certifications, hosting region or whether client data trains AI, so the vendor's policy was not checked for this.
Where Conquest Planning falls short in practice
- Prices are not printed. The pricing page gives eligibility and scope but no figures, and early-adopter pricing for solo advisors is not published. The page directs firms to request a custom quote instead of showing a seat price.
- Self-serve is not live. The independent-advisor offering is a waitlist and is limited to certified, US-based advisors on teams of ten or fewer, so smaller non-US firms cannot use it yet.
- Narrow scope. Conquest produces advice and coaching. It does not take meeting notes, hold a CRM or custody assets, so it is added next to those tools.
Works with
Alternatives to Conquest Planning
Conquest Planning: common questions
What does Strategic Advice Manager do?
SAM evaluates and ranks financial strategies, models life events and answers client questions. The site says every strategy it surfaces traces back to the inputs and logic behind it, which is the main claim for compliance reviewers. That trail is the feature a regulated firm would review first.
Can Conquest Planning run inside Claude?
Yes. The site says the engine is available in Claude for Financial Advisors and, through MCP, in Claude, ChatGPT and other agents. Ask which data crosses to the assistant provider. The pages read do not describe what data is sent to those assistants.
Who can join the self-serve waitlist?
The pricing page says it is for certified, US-based independent advisors and boutique firms, typically teams of 10 or fewer. Firms with more than 10 advisors are directed to request a demo. The offering is described as coming soon, so its release date is not given.
Where is Conquest Planning based?
The privacy policy says Conquest Planning Inc. is incorporated under the laws of Canada and gives a Winnipeg, Manitoba address for its Privacy Officer. It does not label that address as headquarters. The hosting location of its application is not stated on the pages read.
What does an enterprise plan include?
The pricing page lists customization of workflows, data model and UI with white-label options, guided implementation including data migration, a named success team, a 24/7 SLA, SSO and unlimited plans, seats and advisors. Pricing is scoped to the firm rather than set per seat.