Conquest has expanded its AI-powered financial advice platform to independent financial advisors and registered investment advisers (RIAs), making its Strategic Advice Manager (SAM) available directly to firms seeking to deliver personalized and verifiable financial guidance. The move follows Conquest’s broader repositioning as a financial advice engine rather than a traditional planning software provider. SAM evaluates and ranks financial strategies, models life events and responds to client questions, with its outputs designed to be explainable and verifiable. The service is suitable for advisor-led, self-directed, and hybrid client engagement, which gives investment houses flexibility to blend AI-guided financial planning with human advisor involvement and client engagement.
Also Read: SciFin Unveils Context Convergence Architecture to Eliminate Data Fragmentation across Enterprise Revenue Operations
This new product launch coincides with a higher demand from wealth advisory firms to utilize AI, with industry analysis indicating that RIA firms are mainly harnessing this technology to streamline processes and augment the abilities of their advisors rather than removing the human factor altogether.“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.”
