Conquest Planning Software is now available to advisors and their assistants via SSO using Otka verification. Below are the steps to request access through your respective CE Teams.
Process:
- Send an email to your respective CE team with these details
- First Name:
- Last Name:
- Language settings: ENG or FR
- ROLE: Advisor or Assistant
- For Advisor, include mention of ROLE_CUSTOM_SECTION_EDITOR which allows them to move pages around and add additional documents to a client's report
- If Assistant, please confirm which advisor's plan they should have access to (this may be more than one advisor)
- If Assistant, please confirm what functionality they should have; options are
- READ - ability to view/read plans
- WRITE - ability to view/read plans + edit plans
- ADMIN - ability to view/read plans + edit plans + move plans to someone else within your group
NOTES:
- User name and email will be set as your long ACPI email (eg.flast@alignedcapitalpartners.com,where f=first and last=surname)
- Assistants/Associates may be granted "READ", "WRITE" or "ADMIN" privileges
- You may attend biweekly Conquest Planning live Showcases available on Conquest's Zoom channel by clicking HERE
- Setup usually takes 2-3 business days
- Pricing details to follow
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