Packages and pricing

Worldsource offers unlimited and pay-per-plan models, which are packages designed to accommodate all your investment planning needs.

Both plan packages include complete access to Conquest's investment, insurance and corporate planning features for individual, corporate, trust and joint accounts.

Unlimited plans cost $2,400 per year or $200 per month.

If you do not wish to purchase an unlimited plan package, you can purchase plans at a pay-per-plan rate of $45 per plan.

A "plan" consists of one financial plan per household. Within each plan, you have unlimited use of all 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.

Note: Conquest plan packages are non-refundable. If you sign-up for a package, you are financially liable for the associated fee irrespective of your usage or cancellation requests.

 

Conquest Support for existing subscribers

For day-to-day questions, Conquest’s Advisor Support team is available to help with any questions related to plans, inputs, outputs, and general Conquest functionality.