Overview
What is Conquest Planning?
Conquest Planning's technology delivers prioritized financial strategies to consumers and financial advisors. Its what-if analyses can stress test a plan and discover strategies that address client concerns, or simulate changes in the market and discuss solutions that mitigate financial risk.
Leaving a review helps other professionals like you evaluate Investment Portfolio Management Software
Be the first one in your network to review Conquest Planning, and make your voice heard!
Get StartedPricing
What is Conquest Planning?
Conquest Planning's technology delivers prioritized financial strategies to consumers and financial advisors. Its what-if analyses can stress test a plan and discover strategies that address client concerns, or simulate changes in the market and discuss solutions that mitigate financial risk.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
5 people also want pricing
Alternatives Pricing
What is Covercy?
Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.
What is Shrimpy?
Shrimpy, headquartered in Santa Clara, is a social trading platform for cryptocurrency. It is presented as a simple way to manage a portfolio by automating the user's trading strategy.
Product Details
- About
- Tech Details
What is Conquest Planning?
The Conquest Planning client portal supports client engagement through an interactive and collaborative planning experience and live monitoring enables clients to see progress to plan over time. Then plan recommendations are automatically populated into an actionable client To-do list, so one plan serves a household for life evolving with the clients over time. Fulfilling agreed action items can be automated by leveraging the API.
Conquest API allows for integration with CRMs, back office and portfolio management systems to keep data consistent and consolidated.
Conquest Planning Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
