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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.

It’s no longer about man vs machine, It’s about man working with machine

Modern AI-based planning technology that can help your firm save time, increase revenue and enhance the user experience. In this short demo we will explore alternative ways of delivering advice, using some of the very latest AI assisted capability in the UK market.

A new, revolutionary partnership

Jackie Boylan, Fidelity International, discusses the new revolutionary partnership with Mark Evans, CEO of Conquest Planning, and the way in which their software could revolutionise financial planning for advisory firms and their clients.

Next generation financial planning

Watch our video to learn about Conquest Planning software and see the tool in action.