Financial planning, embedded in the connected operating system where you already work.
Advisor360° Planning, powered by Conquest Planning, brings financial planning into your advisor workday, creating a better client experience as you collaborate with clients to help them achieve their goals. No separate login. No duplicate data entry. No lost context between planning and execution.
Planning shouldn't be siloed — it should be centralized.
You didn't choose this career to manage software. You chose it to help families reach their goals. But for most advisors, financial planning means switching systems, re-entering data that already exists somewhere else, and carrying insights manually from a plan that lives apart from the rest of your practice.
That friction costs you time. It costs your clients a connected experience. And it costs your firm the full value of what planning can deliver. It also increases the risk of decisions being made on outdated or unsynced financial data. Planning data goes stale quickly, and without a connected system, keeping it current becomes another task on an already full plate.
There is a better way.
Financial planning, built into the platform that powers your workday.
Easily create a plan, collaborate with your clients, and update in real time.
Your data flows in automatically.
Account values, household records, and CRM context move directly into the planning experience. You build strategies — without duplicate data entry.
Your clients stay connected.
Clients access their financial plan alongside their accounts and advisor communications through the Investor Portal — one login, one experience, one relationship.
Your practice stays in one place.
Initiate a plan, build goals-based strategies, share with your client, and track outcomes — all without leaving Advisor360°.
WHAT YOU GET
Everything you need to plan. Nothing you don't.
Household-Level Planning Build plans for the complete household, including primary clients, families, and dependents, with support for retirement, education, major expenses, cash reserves, life insurance, and annuities.
Goals and Cash Flow-Based Strategy Building Quickly create a goals-based plan, then layer on deeper cash flow modeling. Guided, expert, and AI-assisted planning modes give you flexibility to go deeper while developing plans.
Client Collaboration Through the Investor Portal Provision clients with access to their plan directly from the advisor dashboard. Clients see their goals, track progress, and complete advisor-assigned action items — all within the Investor Portal.
Planning Across the Wealth Spectrum-Level Planning From mass market and mass affluent households to high and ultra-high net worth families, Advisor360° Planning scales to meet your client base where it is.
Automated Data Flow Client data already in Advisor360° flows directly into your plan. No duplication. No manual data entry. Your data works as hard as you do.
SAM, Your AI Planning Assistant SAM (Strategic Advice Manager) is designed to explore a broad range of potential strategies and surface client-appropriate options. SAM doesn't make decisions. You do. SAM accelerates the work. You lead the advice.
Live Client Presentation Share with your client a live digital story during meetings, or generate a PDF report for follow-up. Keep the conversation going with a shared client to-do list.
Enterprise-Grade Security Data masking, multi-factor authentication, and step-up authentication protect client data within the Investor Portal. The planning experience operates within Advisor360°'s existing security framework.
THE WORKFLOW
From household to plan in one connected experience.
STEP 1
Start with the Household
Access Advisor360° Planning directly from the advisor dashboard. Your client's account data and CRM context are already populated — no re-entry required.
STEP 2
Build the Plan
Set goals, add strategies, and run projections. Use guided, expert, or AI-assisted planning modes depending on the complexity of the client's situation.
STEP 3
Share with Your Client
Walk clients through their plan using a live digital story. Adjust assumptions on the fly and make the meeting feel like a conversation, not a report.
STEP 4
Share Through the Investor Portal
Provision your client with access to their plan through the Investor Portal. They see their goals, their progress, and their next steps — right alongside their accounts.
Welcome to your story, Tomas and Maria.
Let's discuss the following:
Your current financial state.
The strategies we recommend to achieve your goals.
The continued value of financial advice.
STEP 5
Track and Adapt
Plans evolve. As the client's life changes, update strategies, reassign action items, and keep the plan aligned with what matters most to them.
Action plan for Tomas and Maria. Finishing these tasks will help you achieve your financial goals. Your action timeline is arranged by goal and date.
FOR FIRM LEADERS
One platform. One relationship. Less complexity.
For operations and technology leaders, Advisor360° Planning means one fewer vendor to manage, one fewer contract to negotiate, and a planning capability that scales with your advisor base. When planning is built into the platform that powers your advisors' workday, adoption is not a change management challenge.
Eliminate the cost and complexity of a standalone planning license
Maintain data control within the Advisor360° environment
Deliver a connected client experience without building a separate product
Scale planning across your advisor base without scaling your vendor list
