Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs

New self-serve offering opens Conquest’s capabilities to firms of any size, with digital onboarding in days

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest, an award-winning global fintech company that delivers the industry’s leading verifiable AI financial advice engine to power continuous advice at scale, today announced a new self-serve offering that gives independent advisors and registered investment advisors (RIAs) direct access to the full Conquest platform — including its proprietary planning engine, Strategic Advice Manager® (SAM) — without going through a traditional sales process.

Conquest has historically focused on enterprise firms requiring custom delivery, but sustained demand from independent RIAs prompted the company to build a path for these advisors to access its platform directly. Designed for firms with 10 advisors or fewer, the new self-serve offering enables advisors to purchase a subscription directly through the Conquest website or sign up for a free trial to explore the platform.

“We built this because the demand was too consistent to ignore,” said Ken Lotocki, Chief Product Officer of Conquest. “Advisors want access to verifiable AI so they can provide personalized, compliant financial guidance in a fraction of the time. This self-serve path gives those firms access to the same financial advice engine our enterprise clients rely on, with a faster time to value through a digital and scaled onboarding experience.”

The new model avoids the nuance of an enterprise implementation by delivering a digital purchase, setup and onboarding experience designed to get independent advisors and smaller firms up and running in days. Key integration partners available at launch include Jump, Morningstar, Schwab Advisor Services^TM, TradePMR by Robinhood and Zocks.

“Independent advisors should have access to the same sophisticated technology as the industry’s largest firms, without lengthy implementation cycles or added operational complexity,” said Tim Chaves, president and chief operating officer of Jump. “Conquest’s self-serve offering expands access to powerful, verifiable planning capabilities, while its integration with Jump helps advisors incorporate those capabilities into a more connected technology experience. Together, we are helping firms operate more efficiently, deliver more personalized advice and create greater capacity to serve and grow.”

Once onboarded, advisors can use SAM to evaluate and rank financial strategies in minutes, answer client questions and model life events as they happen, with each recommendation connected to the client’s broader financial picture. Every recommendation SAM generates is backed by deterministic reasoning that can be checked and verified, providing advisors with transparency into the recommendation and compliance teams with an auditable trail.

The self-serve offering is already being tested by a select group of independent advisors, with broader access coming in the near future. The offering will initially be available in the U.S.

The launch follows Conquest’s recent evolution as a verifiable AI financial advice engine. Conquest will be at Future Proof Festival at Booth 109, where attendees can learn more about SAM and how the new self-serve offering is extending access to independent advisors. Interested parties can also join the waitlist and request exclusive early access to the self-serve experience.

About Conquest

Established in 2018, Conquest is the market-leading technology company behind Strategic Advice Manager® (SAM), a verifiable AI financial advice engine built to power personalized, continuous financial guidance at scale. Today, the company supports more than 75% of financial advisors across Canada, while SAM has powered millions of financial plans globally. Its technology enables financial institutions, banks and advisors to deliver expert guidance across the full wealth spectrum, from mass-market clients to ultra-high-net-worth individuals. At its core is a mission to make quality financial guidance accessible to all.

Conquest was founded by a team of financial technology veterans with a track record spanning more than 30 years in the financial planning software space. Its strategic investors include Goldman Sachs Alternatives, Fidelity International Strategic Ventures, Canapi Ventures, Citi Ventures, BDC Capital, TIAA Ventures, USAA, BNY, Portage and Royal Bank of Canada. For more information, follow Conquest on LinkedIn and YouTube.