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Conquest
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Account Management
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Croesus
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Conquest
Introduction to Conquest
Managing Financial Data in Conquest
Managing Goals in Conquest
Planning Page in Conquest
Strategies in Conquest
Plan Review
Corporations
Other Current Data types
Conquest integration with CRM
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Optimize Help Center
Conquest
Getting Started
Introduction to Optimize
Policies
Privacy
Service Requests
Cash and Security Management
Account Administration
Systematic Plans
Special Handling
Family Office Services
Processing Times
Account Management
New Accounts
KYC Review and Updates
Family Office Services
Tax Preparation
Will Preparation
Financial Planning
Systems & Technology
Email
The Optimize Portal
CRM
Client Online Access
Compass
Croesus
Payroll
Financial Planning Software
Compliance
Reporting
Dashboards
Reports
Conquest
Introduction to Conquest
Managing Financial Data in Conquest
Managing Goals in Conquest
Planning Page in Conquest
Strategies in Conquest
Plan Review
Corporations
Other Current Data types
Conquest integration with CRM
Conquest
Introduction to Conquest
Navigating the Dashboard
Overview of Assumptions in Conquest
Conquest – Frequently Asked Questions (FAQs)
Managing Financial Data in Conquest
Manage Financial Data in Conquest: Incomes Card
Manage Financial Data in Conquest: Accounts Card
Manage Financial Data in Conquest: Pensions Card
Manage Financial Data: Lifestyle Assets Card
Manage Financial Data: Liabilities Card
Manage Financial Data: Expenses Card
Manage Financial Data: Rental Properties Card
Manage Financial Data: Annuities Card
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Managing Goals in Conquest
Cash Reserve Goal
Education Goal
Financial well-being Goal
Legacy Goal
Major Expense Goal
Retirement Goal
Add, Edit, and Delete Goals in Conquest
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Planning Page in Conquest
Planning Page: Step-by-Step Guide
Planning Page: Using Expert Mode
Planning Page: Auto Plan with SAM
Types of Charts and Tables
Understand Strategic Advice Manager (SAM)
Current vs. Recommended Plans
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Strategies in Conquest
Build and Customize Strategies in Conquest
Unscored SAM Strategies
Plan Review
Integrity Check
Present the Financial Plan Story
Confirm the Plan
Add and Manage Insurance in Conquest
To-do list
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Corporations
Corporation Setup and Structure
Corporate Transactions and Tax Implications
Inter-connected corporations and estate wind-up processes
Corporate Charitable Donations
Corporate Future Rental Properties
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Other Current Data types
Family Trusts
Estate planning
Shareholder Loans and Salaries
Conquest integration with CRM
Read and View Financial Plans on Contact Pages
Financial Planning Dashboard for Wealth Planners
How to Set Up a New Client in the Conquest Portal
Conquest Initial Plan Props and Assumptions
Properties Push from the CRM
Sharing the client PDF report to the Client portal
Accessing the Financial Plan by a Client
Timeline of Creating and Delivering the Financial Plans
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