Conquest Planning

AI-enhanced financial planning platform for Canadian and US advisors. Combines cash flow modeling, tax optimization, insurance analysis, and estate planning with AI-driven insights and recommendations. Recent AI tool launches for advisors in 2026.

Overview

Conquest Planning (https://conquestplanning.com) is a financial planning & cash flow solution designed specifically for financial advisors, planners, and wealth management professionals. AI-enhanced planning: cash flow, tax, insurance, estate. Cross-border (CA/US). The platform addresses core workflow challenges in financial planning & cash flow by combining automation, compliance awareness, and integration with the advisor technology stack.

Market Context

The financial advisory technology landscape has evolved rapidly since 2020. Advisors managing $100M+ in assets typically use 8-12 software tools, creating integration challenges and workflow friction. Conquest Planning positions itself as a financial planning & cash flow leader by focusing on financial planning, cash flow modeling, Monte Carlo simulations, client presentations while maintaining the security and compliance standards required by RIAs, broker-dealers, and hybrid advisors.

Core Functionality

Conquest Planning's primary value proposition centers on AI-driven planning insights, Cross-border (CA/US) planning, Cash flow modeling. The platform was built to address specific pain points: advisors spend 15-20 hours per week on administrative tasks that could be automated, client reporting consumes significant staff time, and compliance requirements continue to expand. By centralizing financial planning, cash flow modeling, Monte Carlo simulations, client presentations, Conquest Planning reduces manual work and improves consistency across client engagements.

Key Features Deep Dive

1. AI-driven planning insights

AI-driven planning insights enables advisors to streamline their financial planning & cash flow workflow. This capability is particularly valuable for firms managing 50+ client relationships where standardization and scalability become critical. The feature integrates with CRM systems, Custodial platforms to maintain data consistency across the tech stack.

2. Cross-border (CA/US) planning

Cross-border (CA/US) planning enables advisors to streamline their financial planning & cash flow workflow. This capability is particularly valuable for firms managing 50+ client relationships where standardization and scalability become critical. The feature integrates with CRM systems, Custodial platforms to maintain data consistency across the tech stack.

3. Cash flow modeling

Cash flow modeling enables advisors to streamline their financial planning & cash flow workflow. This capability is particularly valuable for firms managing 50+ client relationships where standardization and scalability become critical. The feature integrates with CRM systems, Custodial platforms to maintain data consistency across the tech stack.

Integrations & Ecosystem

Conquest Planning integrates with: CRM systems, Custodial platforms, Planning tools, Insurance carriers. The platform supports Web, API deployment.

Pricing & Access

Pricing: Contact for pricing. The platform targets Cross-Border Advisors, Canadian Advisors, US RIAs, Insurance Advisors, Enterprise Wealth Management.

Limitations & Considerations

- Cross-border complexity - Pricing not publicly disclosed - Canadian market focus - AI features recently launched (2026) - Feature depth may exceed needs of simpler practice models - Data migration from legacy systems requires planning and vendor support

Verdict

Conquest Planning offers a unique cross-border (Canada/US) financial planning solution enhanced with AI-driven insights, making it valuable for advisors serving clients with international planning needs.