Financial planning platform Conquest Planning has announced a raft of new AI-powered capabilities coming in April 2026, which will improve advisers’ experiences.
The four capabilities will enable LLMs and AI agents to access Conquest data using model context protocol. Each will extend Conquest’s platform in ways that the company said will “meaningfully improve” adviser workflow efficiency, while remaining grounded in its auditable and deterministic calculation engine.
For example, a new system called ‘SAM Guide’ introduces an agentic experience directly within the adviser application. Advisers will be able to ask it natural language questions about plan navigation, KPIs, reporting, and strategy context and receive intelligent, plan-aware responses, without leaving their workflow.
Conquest is also previewing LLM Data Migration, an AI-powered data ingestion capability that will allow advisers to bring unstructured data from PDFs, Word documents, Excel files, and CSVs directly into a client plan via the Conquest integration layer.
“Financial planning has traditionally been a time-intensive exercise to build, develop, and present a plan – limiting scalability for advisers who want to build personalised 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.”
