Portfolio accounting & wealth platforms
Conquest Planning MCP
Published by Conquest Planning
Canadian planning platform: client plan, goals and KPI outputs from Conquest's Strategic Advice Manager, useful for client age and decumulation mix. Availability to be confirmed with Conquest.
Remote
Enterprise
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Client demographics score (0-100)
Drives: Quality multiplier
What you approve
- 1.Confirm MCP availability and enablement with Conquest for your firm.
How your agent connects it
- 1.Add the Conquest MCP server to your assistant once enabled.
- 2.Ask the agent for client age and decumulation mix.
Figures, not records
Your agent reads Conquest Planning MCP directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.