According to a recent LinkedIn post from Conquest Planning, the company is preparing to roll out four artificial intelligence-enabled enhancements to its financial advice platform next month. The post suggests these tools are intended to augment human advisors by improving workflow efficiency while maintaining auditability through its SAM calculation engine.
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The new capabilities described include SAM Guide, an in-workflow agentic interface that responds to advisors’ natural-language questions based on client plans, and SAM Bytes, a set of “micro journeys” that coordinate complex, multi-strategy planning decisions in a single workflow. The post indicates these features aim to let advisors model interacting decisions before finalizing them in a plan.
Conquest Planning also highlights an LLM Data Migration tool designed to ingest unstructured data from common document formats directly into client plans, potentially removing manual data entry as a bottleneck. In addition, the company plans to expose its planning engine via a Model Context Protocol server so external AI agents can access platform data directly, which the post suggests may help reduce the risk of AI hallucinations.
A quote in the post from Chief Product Officer Ken Lotocki frames these developments as part of a broader effort to cut the time required for financial planning from hours to minutes without sacrificing auditability. For investors, these planned features may strengthen Conquest’s competitive position in wealth technology by deepening AI integration, enhancing advisor productivity, and potentially improving the scalability and attractiveness of its platform for both enterprises and third-party developers.