STAR Registry Listing for
Conquest Planning
Conquest Planning
Conquest is an enterprise platform democratizing access to financial advice across the entire wealth continuum. From mass market to ultra high net worth, Conquest helps financial institutions, wealth management firms, and their advisors deliver meaningful advice to clients in a more holistic, time efficient, and comprehensive manner.

Offers an industry-accepted way to document what security controls exist in IaaS, PaaS, and SaaS services. It provides a set of Yes/No/NA questions and space to justify the response a cloud consumer and cloud auditor may wish to ask of a cloud provider to ascertain their compliance to the Cloud Controls Matrix (CCM).
Information about Conquest Planning
Listed Since: 08/07/2026
Listed Since: 08/07/2026
STAR Level 1
Cloud Controls Matrix

CAIQ Self-assessment v4.0.3
Offers an industry-accepted way to document what security controls exist in IaaS, PaaS, and SaaS services. It provides a set of Yes/No/NA questions and space to justify the response a cloud consumer and cloud auditor may wish to ask of a cloud provider to ascertain their compliance to the Cloud Controls Matrix (CCM).
Created or renewed 2 days ago, on August 07, 2026.