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Help & support

We aim to support you at every stage of your journey with Conquest, from initial discussions with our Sales team through to online support through the software’s Knowledge Base.


Who is Conquest and what is their pedigree in this area?
What is Conquest planning offering to advisory firms?
What is the relationship with Fidelity and why have Fidelity decided to partner with Conquest?
Who is the contract with when an advisory firm signs up to Conquest?
Who will provide service support for the software?
What are the pricing options available to me?

Client data

Where is the client data stored?
Where can I find Conquest’s GDPR statement?


Can the software integrate into my back-office system?
Can firms have trial access to the software?