Advisor360°, a Needham, Massachusetts-based AI-native operating system for the advisor experience, has announced a partnership with Conquest Planning, a Winnipeg-based financial planning software company, to embed financial planning capabilities directly within the Advisor360° platform. The integration is designed to eliminate the fragmentation that currently characterizes financial planning workflows for most advisory firms, where advisors move between disconnected systems, re-enter data manually, and lose context as they transition from plan creation to execution and client service.
Advisor360°’s platform currently serves two million households with $1 trillion in assets, supporting independent advisors, enterprise broker-dealers, and RIAs through its connected Wealth OS platform, which unifies data, workflows, and AI in a single system. The company already supports integrations with leading financial planning providers including eMoney, MoneyGuide, and RightCapital, and is now expanding that offering to include a native planning experience powered by Conquest Planning.
Key capabilities of the integrated solution will include the ability to create and manage financial plans directly within Advisor360° without losing household context, a hybrid goals and cash-flow-based planning engine that supports both rapid plan creation and robust financial analysis, plan outputs that flow into CRM, reporting, and service workflows, and direct client collaboration through the investor portal. The integration also establishes a foundation for future AI-driven insights and alerts that surface planning-driven opportunities through built-in AI assistants.
Founded in 2018, Conquest Planning serves users across Canada, the United States, and the United Kingdom, and was founded by a team of financial technology veterans with more than 30 years of experience in financial planning software. The company’s platform is built on the premise that every person deserves access to high-quality financial advice and uses data-driven AI to deliver hyper-personalized financial plans.
KEY QUOTES:
“The future of advice is built on connected workflows that unify the advisor workday. Embedding planning allows insights to flow directly into execution and ongoing client engagement.”
Scott Freeland, Vice President of Product Management, Advisor360°
“Financial planning that lives outside the advisor’s workflow won’t reach its full potential. By embedding planning, we’re helping firms move toward a future where AI-driven insights are transparent, consistent, and auditable — and advisors are able to devote more time to delivering quality advice they can confidently stand behind.”
Tom Burmeister, Vice President of Strategic Product Solutions, Conquest Planning
