If you are not yet committed to signing up for the Conquest's full version of their planning software, you may sign up for a trial version to test.
NOTES:
- Access is set up for 7 to 30 days
- The plans created inside the demo space may not be moved or transferred and should not contain live data
- Users are created with full access to the Conquest Advisor Portal
- Users will not have access to client portal, that is only available in the live, purchased environment
- You may attend a bi-weekly Conquest Planning live Showcase via their Zoom channel by clicking HERE
Process:
- Send an email to your respective CE team with these details
- Subject: Conquest Trial Request
- Name of User
- Email address of user
- Length of trial (7 - 30 days)
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