Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs

10 minutes ago

1 min read

Conquest announced a self-serve offering that lets independent advisors and RIAs with 10 or fewer advisors access its Strategic Advice Manager (SAM) platform directly through digital onboarding.
The company had previously focused on enterprise clients requiring custom implementations and built the streamlined purchase and setup process in response to sustained demand from smaller firms.
The new path reduces time-to-value to days rather than months.
Chief Product Officer Ken Lotocki said advisors want access to verifiable AI to deliver personalized, compliant financial guidance in a fraction of the time, and that the self-serve path provides the same advice engine enterprise clients rely on.
The platform integrates with Jump, Morningstar, Schwab Advisor Services, TradePMR by Robinhood and Zocks.
SAM allows advisors to evaluate financial strategies within minutes and model life events while generating recommendations backed by deterministic reasoning that compliance teams can audit.
The offering is in select testing with broader U.S. availability announced for the near future, and interested parties can join a waitlist for early access.