Overview
Wealth firms are under pressure to deliver on AI, but general-purpose agents hallucinate, and in regulated advice, "the model said so" is not a defense. Conquest's MCP server changes that. Built on MCP, the open standard for connecting AI to systems, it links any capable agent, like Claude or ChatGPT, directly to SAM, Conquest's proprietary AI expert system, through Conquest's own APIs. Advisors can ask their AI to summarize a plan, check goals and KPIs, or manage strategies, without logging into Conquest. Every number traces back to a rule, rate, or assumption. As the industry enters the agentic era, Conquest becomes the auditable planning engine firms embed, with numbers regulators can trace.
