Conquest
This smarter, future-ready solution combines the power of Conquest Planning’s innovative platform with Optimize’s fully integrated system.
Introduction to Conquest
Managing Financial Data in Conquest
- Manage Financial Data: Lifestyle Assets Card
- Manage Financial Data: Expenses Card
- Manage Financial Data: Rental Properties Card
- Manage Financial Data in Conquest: Accounts Card
- Manage Financial Data in Conquest: Incomes Card
- Manage Financial Data: Liabilities Card
- Manage Financial Data: Annuities Card
- Manage Financial Data in Conquest: Pensions Card
Managing Goals in Conquest
Planning Page in Conquest
Strategies in Conquest
Plan Review
Corporations
Other Current Data types
Conquest integration with CRM
- Timeline of Creating and Delivering the Financial Plans
- Sharing the client PDF report to the Client portal
- Accessing the Financial Plan as a Client
- Read and View Financial Plans on Contact Pages
- Properties Push from the CRM
- Conquest Initial Plan Props and Assumptions
- Financial Planning Dashboard for Wealth Planners