Powerful, intuitive financial planning technology.

The best financial plans bring human connection and the power of technology together to create something greater than either could do alone.

Powerful, intuitive financial planning technology.

The best financial plans bring human connection and the power of technology together to create something greater than either could do alone.

Meet SAM, your digital assistant.

SAM performs thousands of complex calculations around every piece of client information entered into Conquest to inform hyper-personalized advice delivery.
SAM reviews who the clients are, what the clients have, what their goals are and projects the plan with comprehensive income tax & cash flow calculations.
SAM's proprietary algorithm uses the clients specific plan data to suggests a variety of ranked and prioritized strategies that are contextual to the clients.
SAM combines financial strategy best practices, business intelligence, and client sentiment  to deliver hyper-personalized recommendations.
SAM makes it easy to understand the impact of applied recommended strategies on each goal, and to the overall plan with automatically updated icons indicating goal and plan health.

Meet SAM, your digital assistant.

SAM performs thousands of complex calculations around every piece of client information entered into Conquest to inform hyper-personalized advice delivery.
SAM reviews who the clients are, what the clients have, what their goals are and projects the plan with comprehensive income tax & cash flow calculations.
SAM's proprietary algorithm uses the client’s specific plan data to suggest a variety of ranked and prioritized strategies that are contextual to them.
SAM combines financial strategy best practices, business intelligence, and client sentiment to deliver tailored recommendations.
SAM makes it easy to understand the impact of applied strategies on each goal and to the overall plan, with automatically updated visuals indicating goal and plan health.

Contact us if you’re looking to book a demo.