Build intelligent solutions with Conquest Planning
75% of Canadians don't receive financial advice but, 73% of those who do feel more hopeful about their financial future.
Conquest leverages artificial intelligence to simplify data analysis and provide relevant strategies, so you can spend less time planning and more time advising your clients.
This best-in-class investment planning solution operates on artificial intelligence (AI)-powered strategies to provide you with accurate client data summaries and optimal solutions based on multiple real market simulations.
Conquest Benefits
- Powered by AI
Work with clients more quickly, intuitively and collaboratively to find the best strategy to meet their goals. - Intelligent
Create AI-powered model scenarios and apply dynamic strategies to create plans that effectively meet client needs. - Reduce trial and error
Model multiple strategies, collaborate with clients, compare the options, and select the right path more efficiently and accurately than ever before. - Flexible
Analyze data your way. Use the AI capabilities, develop plans manually or incorporate a bit of both into the client’s solution for a customized, hybrid approach. - Compliant
Stick to regulatory requirements with ease. Conquest keeps records of all discussions between advisor and client; reports can be downloaded as a PDF. - Comprehensive Training
Get onboard quickly, with comprehensive training and ongoing education, including Conquest University and the new app, Just in Time.
Platform Demo | Conquest University | Digital Story
Packages and pricing
Conquest offers standard and advanced plans, packaged to accommodate your business as it grows. If you create more plans than purchased, you will automatically be charged the per-plan rate on the extras until you buy an additional package. A “plan” consists of one financial plan per household. Within each plan, you have unlimited use of all of the planning tools, such as model scenarios and sandboxes, as well as additions or revisions for that household for the year.
Fees will be deducted from your commission. Fees will be deducted from your Seg Fund commission or, if you are dually licensed from your WFM or WSI commission. If you do not have Seg Fund commission and you are not dually licensed you may choose to pay the annual fee upfront, or issue 12 post-dated cheques for your monthly fee.
You cannot purchase Advanced plans without purchasing Standard plans.
The premium fee for advanced plans is added on top of the standard plan rate.
Standard Plans
Standard plans include access to Conquest’s investment and insurance planning features for individual and joint accounts.
| Packages | Includes | Advisor annual cost | Monthly cost |
| Standard package A | 100 Plans | $2000 | $167 |
| Standard package B | 50 Plans | $1,250 | $104 |
| Standard package C | 20 Plans | $600 | $50 |
If you do not wish to purchase a package, you can purchase plans at a pay-per-plan rate of $35.
Combo Plans
Combo plans allow you to buy a set number of Standard and Advanced plans all in one package. Advanced plans are comprised of a Standard plan plus the Advanced premium. By purchasing a combo package, you ensure you have the correct balance of Standard and Advance plans while also simplifying your plan fees into one payment.
| Packages | Includes | Advisor annual cost | Monthly cost |
| Combo package A - 100 total plans | 0 Standard and 100 Advanced plans | $3,200 | $267 |
| Combo package B - 100 total plans | 50 Standard and 50 Advanced plans | $2,625 | $219 |
| Combo package C - 100 total plans | 75 Standard and 25 Advanced plans | $2,375 | $198 |
| Combo package D - 100 total plans | 90 Standard and 10 Advanced plans | $2,175 | $182 |
| Combo package E - 50 total plans | 0 Standard and 50 Advanced plans | $1,875 | $157 |
| Combo package F - 50 total plans | 25 Standard and 25 Advanced plans | $1,625 | $136 |
| Combo package G - 50 total plans | 40 Standard and 10 Advanced plans | $1,425 | $119 |
| Combo package H - 20 total plans | 10 Standard and 10 Advanced plans | $775 | $65 |
If you do not wish to purchase a combo plans package, you can purchase Combo plans at a pay-per-plan rate of $55.
Advanced Plans Premium
Advanced plans include access to Conquest's Corporate and Estate planning features for individuals and corporations. These Advanced packages are for those advisors that have already purchased a Standard plan package.
Remember, an Advanced plan is a premium that is added to a Standard plan. Therefore when picking an Advanced package you must ensure you have enough Standard plans available for the Advanced package you wish to purchase. For example, if you have purchased a Standard package with 20 plans, you can only add-on Advanced Package C. This will ensure you have enough Standard plans available to accommodate the Advanced plans.
| Packages | Includes | Advisor annual cost | Monthly cost |
| Standard package A | 50 Plans | $1,200 | $100 |
| Standard package B | 50 Plans | $625 | $52 |
| Standard package C | 25 Plans | $375 | $31 |
| Standard package D | 10 Plans | $175 | $15 |
If you do not wish to purchase an advanced plans package, you can upgrade your standard plans to advanced plans at a pay-per-plan rate of $20.
*For ease of reading all costs have been rounded to the nearest dollar.
*For ease of reading all costs have been rounded to the nearest dollar.
Note: The standard and advanced plan packages are non-refundable. If you sign-up for a package, you are financially liable for the associated fee irrespective of your usage or cancellation requests. For the pay-per-plan signup, you will be charged based on the plans used.
To learn more about Conquest Planning you can read our FAQ or watch a demo video of the platform.
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