We are excited to share that on Monday, May 16 your advisor portal will be updated with a new landing page and pre-registration form for Conquest Planning. Advisors who pre-register will have access to this robust and intuitive platform on day one of launch.
To sign up, visit the
IDC WIN Advisor Portal and complete the form accessible from the landing page either by clicking on the Conquest Planning tile on your dashboard or by navigating to:
Toolkit > Conquest Planning
Once you have registered, you will receive a confirmation screen, followed by a welcome email from Conquest to notify you when your account is active.
Packages and pricing
Conquest offers standard and premium plans, packaged to accommodate your business as it grows. If you create more plans than purchased, you will automatically be charged the per-plan rate on the extras until you buy an additional package or delete plans to remove the overage. A “plan” consists of one financial plan per household. Within each plan, you have unlimited use of all of the planning tools, such as model scenarios and sandboxes, as well as additions or revisions for that household for the year.
Fees will be deducted from your commission. Fees will be deducted from your Seg Fund commission or, if you are dually licensed, from your WFM or WSI commission. If you do not have Seg Fund commission and you are not dually licensed you may choose to pay the annual fee upfront, or issue 12 post-dated cheques for your monthly fee.
Standard plans include access to Conquest’s financial and insurance planning features for individual and joint accounts.
