Milestone signals accelerating advisor adoption and deepening U.S. commitment; bilingual platform positions Conquest to serve the nation’s 45 million Spanish-speaking households
WINNIPEG, Manitoba, April 09, 2026–(BUSINESS WIRE)–Conquest Planning Inc. (“Conquest”), the financial planning platform powering advice delivery across the full wealth spectrum, today announced more than 2 million financial plans have been created with its platform for families and individuals worldwide. Alongside this milestone, Conquest unveiled a Spanish-language version of its platform, creating a bilingual English and Spanish user experience. This launch reinforces the firm’s commitment to the U.S. market, where Spanish is the second most spoken language.
Surpassing 2 million plans reflects the accelerating adoption of Conquest’s platform by financial institutions, broker-dealers and advisors rethinking what planning at scale can look like. Powered by its proprietary AI expert system, Strategic Advice Manager (SAM), Conquest enables advisors to build comprehensive, auditable plans across digital, hybrid and traditional advice channels. This momentum is further fueled by the company’s relentless focus on innovation and advisor empowerment, highlighted by the recent launch of four new AI-powered capabilities.
“We were there on day one — our team created the very first plan on the Conquest platform. Today our advisors have created plans for almost 80% of our clients,” said Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management. “We know the impact that has had on our clients, so we’re proud to celebrate this milestone for Conquest and what it truly reflects: real families and clients who now have a financial roadmap they didn’t have before.”
The Spanish-language interface, now available within platform settings, allows advisors to switch seamlessly between English and Spanish, enabling them to work directly with clients in their preferred language without leaving the platform. In the United States, approximately 45 million people speak Spanish at home, representing the second-largest Spanish-speaking population in the world after Mexico, according to U.S. Census Bureau data. Pursuing this functionality is a mission-driven endeavor for Conquest as it continues to democratize access to financial advice at scale.
The Spanish UI is not only a localization feature, but it also reflects Conquest’s core design philosophy. For financial advisors and enterprise clients, Conquest has architected its platform to operate across any interface and any workflow, giving firms the flexibility to serve diverse client populations without rebuilding their technology.
