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
- Major Expense Goal
- Retirement Goal
- Add, Edit, and Delete Goals in Conquest
- Financial well-being Goal
- Education Goal
- Legacy Goal
- Cash Reserve Goal
Planning Page in Conquest
- Planning Page: Auto Plan with SAM
- Planning Page: Step-by-Step Guide
- Types of Charts and Tables
- Current vs. Recommended Plans
- Planning Page: Using Expert Mode
- Understand Strategic Advice Manager (SAM)
Strategies in Conquest
Plan Review
- Present the Financial Plan Story
- Add and Manage Insurance in Conquest
- Confirm the Plan
- Integrity Check
- To-do list
Corporations
- Corporate Charitable Donations
- Corporate Transactions and Tax Implications
- Corporation Setup and Structure
- Corporate Future Rental Properties
- Inter-connected corporations and estate wind-up processes
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