Conquest brings financial planning into Claude, with calculations advisors can review

Financial advisors can now ask Claude to check a client’s retirement progress, run planning projections and update a financial plan through Conquest’s newly released connector. Launched October 27, 2026, the integration brings Conquest’s planning engine into the conversation, with calculations and audit trails the company says advisors can inspect before acting on suggested strategies.

Claude supplies the conversation; Conquest supplies the planning engine

The connection uses Model Context Protocol, or MCP, to give Claude access to Conquest’s financial-planning capabilities. Advisors make requests in ordinary language rather than moving between applications. Behind that interface sits Strategic Advice Manager, known as SAM: Conquest’s deterministic calculation engine and proprietary AI expert system.

Conquest says SAM produces explainable, repeatable calculations in real time. For a retirement question, for example, its engine runs the projections. The division of work places the financial calculation in Conquest’s specialist system while letting the advisor interact with it through Claude. The company built that engine to operate independently of any single user interface.

Anthropic’s announcement independently confirms the integration’s scope: Conquest brings SAM into Claude for creating client plans, reviewing and applying strategies, updating existing plans and preparing for meetings. Conquest said the connector was available through Anthropic’s connector directory at launch.

From a client question to a changed plan

The connector covers both reading information and changing a plan. An advisor can pull client-specific details into a conversation, then use that context to assess goals or prepare a first draft. Conquest describes four groups of tasks:

• Retrieve client information: Bring plan details, summaries and financial data into Claude rather than looking them up in another application.
• Check progress: Ask whether a client is on track for a goal such as retirement, with Conquest running the projections.
• Find planning opportunities: Surface possible strategy adjustments as a client’s life circumstances change.
• Create and revise plans: Draft a plan around a client’s goals, priorities and risk tolerance, then update plans and apply strategies during client conversations.

Advisors are increasingly using AI to enhance the client experience, but the underlying data has to be accurate.

Rob Crnkovic, Conquest chief revenue officer

Inspectable strategies, not automatic approval

Conquest says SAM ranks and prioritizes strategies, then checks them against best practices and requirements in multiple jurisdictions. The named frameworks include Canada’s CRM2 and CRM3, U.S. Best Interest and Department of Labor fiduciary standards, and the UK Financial Conduct Authority’s Targeted Support framework. Those checks are part of the company’s description of its engine, not an independent finding that its recommendations meet every applicable requirement.

The audit trail gives advisors a way to review the calculations behind a suggested strategy and apply their own judgment. Anthropic also draws a boundary around the broader Claude for Financial Advisors offering: investment recommendations, client communications, compliance determinations and other regulated activities remain subject to human review and approval. Access to a planning engine does not remove that review step.

For firms considering where client information is held, Conquest offers regional hosting in the United States, Canada and the UK. It says that gives firms control over where their data resides. The Claude connection builds on Conquest’s existing open architecture and two-way application programming interfaces, extending the same engine to another working environment rather than requiring advisors to use only Conquest’s interface.

The business aim is less time navigating separate systems and more time with clients. Conquest points to research it conducted with Financial Planning in which 72% of firms were pursuing intelligent automation and AI initiatives to improve advisor productivity. That survey covered 125 qualified wealth-management professionals from June 16–24, 2026. It measures interest in automation, not productivity gains from this connector.