AI-powered strategy optimization, scenario comparison, real-time collaboration, detailed financial planning, strategic advice, automated recommendations, and intuitive visualization tools.
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios. |
Conquest is a comprehensive financial planning platform with detailed cash flow analysis, as referenced on their website (AI-powered scenario analysis, goal-based projections). | |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
Goal tracking is core to Conquest, as it supports strategy, milestone tracking, and goal progress. | |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
What-if scenario analysis is a highlighted feature (scenario comparison, stress testing, AI-powered what-if modeling). | |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
Supports integrated tax planning as part of holistic financial analysis. | |
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Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components. |
Estate planning tools/modules are included for trusts, bequests, and legacy planning. | |
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Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions. |
Retirement projections and in-depth analysis are key use cases on the platform. | |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
Asset allocation recommendations are generated based on inputted client profile and preferences. | |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
Debt management including liabilities tracking and optimization is a part of the platform offering. | |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
Education/college planning is specifically referenced in their use-case scenarios. | |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
Balance sheet generation is core for advisors to show client net worth and projections. | |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
Ability to save and manage multiple versions of client plans for scenario/strategy comparison. | |
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Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc). |
No information available | |
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Monte Carlo Simulation Runs probability-based simulations for plan outcomes. |
Monte Carlo simulation is a standard scenario-testing tool in Conquest’s platform. | |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
Insurance needs analysis and recommendations are included, optimizing for coverage gaps. |
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
Offers secure bank account aggregation via established FinTech API partners. | |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
Investment account aggregation supported; connects to major custodians and brokers. | |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
CRM integrations listed as available with major platforms like Salesforce. | |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
Integrated with portfolio management systems for data flows. | |
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APIs Availability Availability of robust APIs for custom data integrations. |
Robust API documented for custom integrations. | |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
Integrates with external document management/storage cloud services. | |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
Real-time refresh is emphasized in their workflow and account linking processes. | |
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Data Aggregation Speed The average time to aggregate/update external account data. |
No information available | |
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Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility. |
Manual data import/export via CSV and Excel is supported. | |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
Open Banking integration protocols supported via partner APIs. | |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
Has open ecosystem for third-party FinTech integration, including budgeting tools. |
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Custom Report Generation Ability to generate tailored reports for client meetings. |
Custom report generation tailored to advisor and client needs. | |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
Includes pre-built report templates for planning, meetings, and compliance. | |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
Intuitive real-time dashboards and visualization tools are a central product feature. | |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
No information available | |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
Comparative analysis between multiple plan scenarios is a core design principle. | |
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Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc). |
No information available | |
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Customizable Dashboards Allows users to configure personalized analysis dashboards. |
End users/advisors can configure and customize dashboards. | |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
Reports are exportable in multiple formats, including PDF and Excel. | |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
Client portal allows clients to access their financial plan and reports securely online. | |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
No information available | |
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Report Generation Speeds The average time taken to generate a standard complex report. |
No information available |
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Intuitive User Interface Software is easy to navigate with a modern UI/UX design. |
UI/UX and intuitive user interface are product hallmarks based on marketing material. | |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
Mobile companion apps available for both iOS and Android. | |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
White-label customization is supported for larger firm rollouts. | |
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Multilingual Support Software and documentation are available in multiple languages. |
No information available | |
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Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities. |
No information available | |
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Client Portal Features a dedicated, secure portal for client access. |
Has a dedicated, secure portal for client access and collaboration. | |
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Role-Based Access Controls Supports permission settings by user type or role. |
Role-based access controls are available for compliance and permission granularity. | |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
Supports multi-tenant architecture for offices and enterprise clients. |
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
Data is encrypted in transit and at rest per security statement. | |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
Multi-factor authentication is offered for advisors and clients. | |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
Audit logs are maintained for compliance (SOC2, regulatory references). | |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
No information available | |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
Platform certified for SOC 2 and ISO 27001 based on public docs. | |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
Supports GDPR/CCPA compliance per privacy policy and security document. | |
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User Session Timeout Automatic session expiration after a period of inactivity. |
Session timeout is available as a configurable security measure. | |
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Penetration Testing Frequency Number of security penetration tests conducted per year. |
No information available | |
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Data Backup Frequency Frequency at which client data is securely backed up. |
No information available |
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Secure Messaging Provides an encrypted messaging system for advisor-client interactions. |
Encrypted secure messaging provided via advisor-client interface. | |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
Advisor note-taking and plan annotations are supported in the workspace. | |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
Task assignment and tracking available in client-advisor collaboration workflow. | |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
No information available | |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
Client onboarding workflows (automated/stepwise) are advertised for new client intake. | |
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Email Integration Connects with major email platforms for enhanced communication. |
Supports email integration for client/advisor correspondence. | |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
Digital signature support (e-signature) built into workflow. |
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
Personalized dashboards for each client are a built-in feature. | |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
Clients can set, monitor, and update their own financial goals within the interface. | |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
No information available | |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
Automated financial health checkups and AI-driven insights delivered to clients. | |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
Tracks all client engagement metrics (login, feature use, etc); analytics dashboard provided. | |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
System can deliver actionable, personalized notifications in-app and via email/SMS. |
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ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans. |
No information available | |
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Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies. |
Specialized features for business, succession, and liquidity planning exist in advanced tools. | |
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Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures. |
Advanced trust, estate, and philanthropic planning strategies available. | |
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Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities. |
Supports complex insurance product modeling and variable annuities. | |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
Stock option and corporate compensation modules are part of the advanced planning suite. | |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
Multi-jurisdiction/multi-currency planning tools included for complex/ultra-high net worth clients. | |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
Complex tax simulations (AMT, NII, etc.) are part of the platform’s advanced toolkit. | |
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Currency Support Number of supported global fiat currencies for multi-jurisdiction planning. |
No information available |
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Concurrent User Support Maximum number of simultaneous advisor/client users supported. |
No information available | |
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High Availability Uptime Guarantee The percentage of planned uptime annually. |
No information available | |
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Data Storage Capabilities Maximum supported data storage per client or firm. |
No information available | |
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Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed. |
Uses geographically distributed cloud servers for reliability and low latency. | |
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Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation). |
No information available |
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24/7 Support Availability Provides always-on client and advisor tech support. |
No information available | |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
Dedicated account management/relationship managers provided for enterprise accounts. | |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
Maintains an in-depth online knowledge base and training documentation. | |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
Interactive tutorials and feature explainers are embedded within the platform. | |
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Response Time SLA Guaranteed support response time for critical issues. |
No information available | |
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Community Support Forums Active online forums for user collaboration and troubleshooting. |
Online user community and forums are supported for collaboration and troubleshooting. |
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