# Conquestplanning

**Canonical:** https://apis.io/providers/conquestplanning/  
**Website:** https://conquestplanning.com  
**APIs profiled:** 1

Conquestplanning provides AI‑driven financial planning software for wealth firms, advisors, and institutions. Their Strategic Advice Manager (SAM) engine delivers verifiable, personalized advice at scale, integrating behavioral finance agents and compliance tools. The platform supports multi‑language locales, offers a pricing page, resources, and a developer portal for API access, aiming to modernize financial planning with transparent, auditable recommendations.

## Kin Score — 10.4 / 100 (minimal)

Scored 2026-11-06 under rubric 0.27.0. Trend: falling (-6.1 from 16.5).

| Facet | Score |
|---|---|
| Discoverability | 58.9 |
| Contract Quality | 0.0 |
| Contract Governance | 0.0 |
| Operational Transparency | 0.0 |
| Developer Ergonomics | 17.9 |
| Access Clarity | 10.5 |

Regulatory layer — **Horizontal (data, software, accessibility, platform)**: 7.3 (matched via fallback).

## Agent readiness — 0.0 (human-only)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | no |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |
| Delegated Identity | no |
| Protected Resource Metadata | no |
| Dynamic Client Registration | no |
| Agentic Commerce | no |
| Pagination Ratio | na |
| Operation Distinctiveness | na |
| MCP Tool Quality | na |

## Access

Unknown — onboarding: unknown, pricing: unknown, trial: no (confidence: low).

## APIs (1)

- **Conquestplanning API** — API access for Conquestplanning platform (developer portal)

## Security (1)

- **Conquestplanning Domain Security** — TLSv1.2 · HSTS · DMARC

## Tags

Company, Financial Planning, Artificial Intelligence, Wealth Management, Software-as-a-Service

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/conquestplanning/). Scores are computed from the provider's own public artifacts under a published rubric.