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Your advisors already lean on AI to prep for meetings and field client questions. A general-purpose chatbot will answer with confidence, even when it's wrong. In regulated advice, that's a liability, not a quirk.
Our MCP (Model Context Protocol) server connects that same AI to the client's real plan, so every number is computed by Strategic Advice Manager® (SAM) and reviewed by your advisor.
“One of the core tenets of our strategy is to lead with holistic advice, because we believe that's essential to help clients live healthier lives and achieve lifetime financial security. Through OnePlan powered by Conquest, advisors are now equipped to build financial roadmaps with our clients that help them through their life journey and evolve as their needs change.”
A client meeting starts in 30 minutes. Ask your AI to summarize the client's KPIs, retirement goals, and flagged gaps. Walk in prepared, without logging into a separate app.
Meet sam
A client asks what retirement looks like at 60 instead of 65. Check the plan data and answer on the spot, no follow-up needed.
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Review, apply, or adjust a client's strategies just by asking, with advisor confirmation, without clicking through multiple screens.
Get startedEvery firm feels pressure to leverage AI without the risk of betting on the wrong tool. Our MCP server can be thought of as a USB-C port for AI; it lets the tools your team already uses pull real plan data from Conquest. Every number is computed by SAM, our AI expert system and calculation engine, which traces to the rule, rate, or assumption behind it.
Every answer rests on numbers that hold up in a compliance review and in front of a client.
Use the AI assistant you already run, whether that's Claude, ChatGPT, or your own. Nothing new to learn.
Connect the agent you choose today and swap it tomorrow. The deterministic engine underneath doesn't change, so there's no lock-in.
Ask in plain language, the way you'd ask a colleague: "Summarize this household's retirement readiness." The MCP server pulls the real figures from Conquest: Income, goals and gaps — all computed by SAM. Same question, same answer every time, and applied by the advisor.
The Conquest MCP Server is a secure connection that brings the power of Strategic Advice Manager® into the AI tools your advisors already use. Instead of logging into the Conquest platform, an advisor can ask a connected AI assistant a question in plain language and get the real plan's answer back: Income, goals, KPIs, gaps and applied strategies, retrieved live from Conquest and computed by SAM. Think of it as a standard port for AI, one connection that lets outside tools reach the verified plan.
The MCP Server uses an open, standards-based protocol, so it connects to widely used AI assistants such as Claude, ChatGPT and Microsoft Copilot. One connection lets the AI tools across your firm draw from the same verified plan data.
Advisors can retrieve live plan data (income, KPIs, goals, gaps and applied strategies) and manage strategies on a plan, including reviewing, applying, modifying and removing them through a connected AI tool. Common uses include prepping for a meeting in seconds and answering spontaneous “what if” questions during a client conversation without opening the platform.
It's the safe, firm-approved version of what advisors are already tempted to do and SAM does not hallucinate. When someone pastes client details into a consumer AI tool, the answer is guessed by a model, and the firm has no control or record of it. The MCP Server instead returns answers computed by SAM from the real plan, through a connection your firm turns on and controls. The advisor gets a verifiable answer instead of a plausible guess.
The plan data and calculations come from SAM, Conquest's verifiable engine, so the numbers are computed, not generated, and they trace back to the real plan. The AI tool you connect handles the conversation, so as with any generative AI, review its wording before you act. The underlying plan figures are the same auditable results you'd see inside Conquest.
The MCP Server is a secure, authenticated connection that firms opt into and control. Access can be granted at the firm level or limited to specific users, and every connection is authenticated before any plan data is shared.
The MCP Server is available to configure for eligible firms. Because it connects external AI tools to live plan data, turning it on involves a short setup and agreement with your Conquest team. Get in touch and we'll walk you through it.
