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Conquest Planning Inc., the financial planning platform powering advice across the wealth spectrum, has unveiled its next generation of AI-powered capabilities set for April 2026 release. These features—SAM Guide, SAM Bytes, LLM Data Migration, and MCP server access—enhance advisor workflows, streamline data handling, and enable ecosystem integrations while preserving full auditability, consistency, and compliance through Conquest’s deterministic Strategic Advice Manager (SAM) engine.
Financial planning remains labor-intensive, often requiring hours to build personalized plans. Conquest’s AI advancements aim to reduce this dramatically while ensuring outputs remain verifiable, consistent, and regulator-friendly—critical in an industry where trust and compliance are paramount.
SAM Guide brings a purpose-built, agentic AI experience directly into the advisor application. Advisors can ask natural language questions about plan details, performance metrics, reporting, or strategy rationale and receive precise, context-aware responses drawn exclusively from the current plan’s data and SAM’s codified best practices—no external sources or general-purpose LLMs involved.
This deliberate grounding ensures every response meets regulatory demands for auditability, consistency, and quality. Future expansions will include client-facing access, data-gathering assistance, and plan-editing capabilities, transforming SAM Guide into a comprehensive workflow accelerator.
“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 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 introduces a library of advisor-facing micro journeys that collapse fragmented, multi-step modeling into single, coordinated experiences. Each Byte integrates relevant strategies for a specific planning question, allowing advisors to preview interactions before committing changes to the plan.
The first Byte, “Where to Save?”, guides decisions across tax-deferred, tax-free, and taxable accounts. Additional Bytes for debt management, home buying, pension decumulation, and more are slated for 2026 rollout.
“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.
LLM Data Migration enables advisors to ingest unstructured data—PDFs, Word documents, Excel files, CSVs, and permanent insurance illustrations—directly into Conquest plans via the integration layer. This eliminates manual entry bottlenecks and supports creating new plans from source documents.
Early enterprise RIA beta users report significant time savings and improved data accuracy, freeing advisors to focus on client relationships rather than administrative friction.
“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 will expose its planning engine through a Model Context Protocol (MCP) server, allowing external AI agents—built by customers or third parties—to access plan data via configurable APIs. This headless integration eliminates hallucination risks by providing direct, source-verified financial planning information.
As Canada’s market leader (serving ~70% of advisors), Conquest will roll out these capabilities consistently across the US, UK, and Canada in April 2026. The innovations align with Conquest’s mission: leveraging AI to make high-quality, personalized advice more accessible and scalable while keeping human advisors at the center.
Executive team members will showcase these advancements at FutureProof Citywide (March 8-11, Miami) and T3 Technology Conference (March 9-12, New Orleans). More details on SAM are available at 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.
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