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Conquest Planning is financial planning software for financial advisors and institutions, designed to create and manage personalized plans across self-directed, hybrid, and advisor-led services. It helps organize a client’s financial information, goals, cash flow, and life events, and model strategies related to areas such as debt, retirement, taxes, estate planning, and business planning.
Its Strategic Advice Manager (SAM) calculation engine evaluates planning scenarios and surfaces recommendations with traceable reasoning, supporting consistent plan reviews and compliance workflows. Firms can use the platform’s client and advisor experiences or connect its planning capabilities with existing systems through an open API.
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