Conquest Planning Inc. (“Conquest”), the financial planning platform powering advice delivery across the full wealth spectrum, today announced its next generation of AI-powered capabilities coming...
Autore: Business Wire
Company unveils new AI capabilities designed to augment advisor productivity, streamline data workflows, and enable ecosystem integrations - without sacrificing auditability
WINNIPEG, Manitoba: Conquest Planning Inc. (“Conquest”), the financial planning platform powering advice delivery across the full wealth spectrum, today announced its next generation of AI-powered capabilities coming in April 2026. These new innovations reinforce Conquest’s long-held position that the future of financial advice is more human, and that AI is the means to get there.
The four capabilities-SAM Guide, SAM Bytes, LLM Data Migration, and enabling LLMs and AI agents to access Conquest data using Model Context Protocol (MCP)-each extend Conquest’s platform in ways that meaningfully improve advisor workflow efficiency while remaining grounded in its auditable, deterministic calculation engine, Strategic Advice Manager (SAM).
“Financial planning has traditionally been a time-intensive exercise to build, develop, and present a plan-limiting scalability for advisors who want to build personalized plans for their clients,” said Ken Lotocki, Chief Product Officer of Conquest. “AI-adjacent tools have the potential to reduce that from an average of 10 hours to minutes, and that will impact the cost of delivering advice. But speed without auditability isn’t progress.”
SAM Guide: Bringing Agentic Intelligence to the Advisor Workflow
The centerpiece of Conquest’s AI roadmap, SAM Guide, introduces an agentic experience directly within the advisor application. Advisors will be able to ask SAM Guide natural language questions about plan navigation, KPIs, reporting, and strategy context and receive intelligent, plan-aware responses without leaving their workflow.
Unlike generative AI tools, SAM Guide operates exclusively within the boundaries of the financial plan. It has no access to external sources and draws only from the data and strategies within the plan itself-a deliberate design choice that ensures advice meets the three critical elements regulators demand: auditability, consistency, and verifiable quality.
SAM Guide capabilities will expand to include client-facing access as well as data-gathering and plan-editing capabilities via the agent. Drawing on the built-in expertise of SAM, which contains codified financial planning best practices for advice in Canada, the US, and UK, these updates will transform SAM Guide from a productivity tool into a full planning workflow accelerator.
“SAM Guide is built for speed and security. It’s not bolted onto a general-purpose LLM,” Lotocki said. “It’s purpose-built, plan-aware, and grounded in a proprietary calculation engine that compliance teams can trust.”
SAM Bytes: A Single Guided Experience That Streamlines Multi-Step Complexity
Conquest is continuing to build out SAM Bytes: a library of advisor-facing micro journeys that solve the fragmented, multi-step process of modeling scenarios that require multiple coordinated strategies. SAM Bytes collapse that complexity into a single, coordinated workflow by breaking down the planning process into bite-sized calculators or “micro journeys.”
Each Byte brings together all the relevant strategies for a given planning question, allowing advisors to see how multiple decisions interact with one another before anything is applied to the plan. Once the advisor is confident in the approach, the full set of strategies can be committed to the plan at once.
“Think of SAM Bytes as the movie trailer and the full financial plan as the feature film. In an era of shorter attention spans and on-demand information, Conquest gives advisors the tools to provide the headline insights and strategic direction upfront, while the full financial plan provides the depth, nuance, and comprehensive narrative behind it,” said Jason Pereira, Senior Partner and Financial Planner at Woodgate Financial. “SAM Bytes is a powerful way to work through complexity, build confidence in the approach, and walk into the client conversation already knowing the answer before a single strategy is committed to the plan.”
The first SAM Byte to launch, “Where to Save?”, guides advisors through the interplay of tax-deferred, tax-free, and taxable account strategies. Additional Bytes covering debt management, home buying, pension and decumulation decisions, and other complex multi-strategy scenarios are in development and planned to roll out throughout 2026.
LLM Data Migration: Eliminating the Manual Data Entry Barrier
Conquest is also previewing LLM Data Migration, an AI-powered data ingestion capability that allows advisors to bring unstructured data from PDFs, Word documents, Excel files, CSVs, and more, directly into a client plan via the Conquest integration layer. The same capability will extend to reading permanent insurance illustrations, enabling seamless population of insurance data within Conquest plans. The ability to create new plans entirely from unstructured source documents, not just update existing ones, is also on the roadmap. Early beta users within the enterprise RIA segment are already seeing the difference.
“You can’t build great financial plans without great data. By transforming unstructured information and bringing it directly into our advisor dashboard, we’re reinforcing our core mission of empowering advisors with the technology and tools they need to deliver more personalized advice,” said Ritik Malhotra, Founder and CEO of Savvy Wealth. “Conquest’s LLM Data Migration is another example of how Savvy is providing advisors with the infrastructure, service, and intelligent tools to make advice easier to deliver-freeing them from operational complexity and the friction of disparate data sources.”
MCP Server: Opening Conquest’s Intelligent Core to the Broader AI Ecosystem
Rounding out the roadmap preview, Conquest is making its planning engine available via a Model Context Protocol (MCP) server to enable external AI agents, whether built by Conquest customers or third parties, to interact directly with the Conquest platform via configurable APIs.
By providing headless access to the Conquest plan through the MCP server, the platform eliminates the risk of hallucinations because agents can now get financial planning data directly from the source.
Canada’s Market Leader Builds What’s Next for the US
As the leader in the Canadian market, serving roughly 70% of advisors, Conquest will release these four capabilities in the US, UK, and Canada to reflect a consistent philosophy: AI as an augmentation of human advice, not a replacement for it. Conquest was founded with a mission to give more people access to financial plans and guidance, and on the belief that the best outcomes come when powerful, auditable calculation engines meet the trust and empathy that only human advisors can provide.
All four features are expected to be available in April 2026.
Members of the Conquest executive team will be discussing these innovations at FutureProof Citywide March 8-11 in Miami and T3 Technology Conference March 9-12 in New Orleans.
For more information about Conquest’s intelligent calculation engine, SAM, please visit conquestplanning.com.
About Conquest Planning
Conquest Planning is a financial planning platform that enables advice delivery across the full spectrum, from digital to hybrid to traditional advisor-led engagements. Powered by its proprietary AI expert system, Strategic Advice Manager (SAM), Conquest combines an auditable, deterministic calculation engine with intelligent, AI-enhanced features to help advisors build better plans, serve more clients and grow their practice. Established in 2018, Conquest Planning 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 Mellon, Portage and Royal Bank of Canada. For more information, follow Conquest on LinkedIn, X and YouTube.
Fonte: Business Wire