All in one platform for financial advisers in Singapore
Why I Built QuantQuest
“With QuantQuest, we have various functions and tools to streamline client’s scattered data into clear, actionable insights. This helps advisers guide clients confidently towards financial independence.”
Ben Tui
Co-Founder & Multiple MDRT Qualifier
Used by advisers from
How advisers use QuantQuest to Grow
Real stories from Singapore advisers who transformed their practice with smarter planning tools.
Jeremy Chee
Senior Financial Adviser
Simplifying CPF for First-Time Homebuyers
I help young couples project their future CPF balances and CPF Life payouts, showing how housing refunds work. It turns complex housing decisions into simple, visual plans.
Joel Woo
Senior Financial Consultant
Winning Clients with ILP Clarity
With my policy configurations all set up, I can create visually striking investment proposals within minutes. The icing on the cake? Sending them the report right after our discussion.
Mckinley Loh
Wealth Planner
All-In-One Client Management
QuantQuest lets me explore a wider range of products and pull up client data anytime, anywhere. Having everything consolidated in one place makes me feel like a super agent.
Mehn Zaw
Financial Service Manager
Streamlining Client Meetings
The Digital Fact-Find is a game changer. When I meet clients, all their info is already there. I walk in prepared and jump straight into advising instead of paperwork.
Everything advisers need — from planning to proposals
QuantQuest takes the friction out of financial planning — no spreadsheets, no confusion, no busywork. Manage CPF, ILP projections, reports and more in one place.
CPF analytics at a glance
ILP projections
Professional reports, in seconds
CPF Account Overview
LiveOrdinary (OA)$68,420Special (SA)$42,150Medisave (MA)$31,800Simulate CPF Life PayoutsVisualise CPF projections across all accounts. Simulate CPF Life payouts, compare scenarios, and present clear retirement insights — all in one dashboard.
ILP Projection
ILP Plan AAnnual Premium$12,000Policy TermSelectSum Assured$120,000Run ProjectionRun instant fund projections for any ILP policy. Compare scenarios at different return rates and show clients exactly where their premiums are going.
Report Builder
TemplateJTJohn Tan
Updated 2 days ago
Sections
+ Goals+ Networth+ Cashflow+ CPF+ Insurance+ InvestmentAdd sections to build your report
Generate PDF ReportCompiling 3 sections...
Financial ReportPDFJTJohn Tan
Financial Planning Report
Generated
Jan 2026
1Goals2Networth3Cashflow4CPF5Insurance6InvestmentPage 1 of 6Drag-and-drop CPF, Insurance, Investment, Cashflow, Goals, and Net Worth blocks to create customised reports your clients will love.
Start with the full experience, free
Every new account gets 14 days of Essential. No credit card needed.
Sign up in seconds
Create your free account. No credit card, no commitment.
Get full Essential access
Unlock CPF Planning, ILP Projections, Goals & Retirement Planning, AI-Powered Tools, CRM, Professional PDF Reports & Unlimited Clients for 14 days.
Choose your path
Love it? Stay on Essential. Or keep Basic free forever. Your data stays either way.
Basic
Free forever
- Digital Namecard
- Cashflow Planning
- Net Worth Tracker
- Insurance Analysis
- Up to 10 Clients
Essential
Everything you need to grow
or $33/mo billed annually
- Everything in Basic
- CPF Planning
- Investment Goals
- Professional Reports (PDF)
- CRM Tools
- Smart Assistance
- Unlimited Clients
What you get
One dashboard, complete client picture
Model any scenario in seconds, present with confidence, and keep your entire practice running from one place.
CPF Analytics
EssentialFuture projections, CPF Life scenarios, and OA housing insights.
Retirement Goal
EssentialVisualise milestones and track progress over time.
ILP Projections
EssentialUse pre-set policy configurations for in-depth projections within minutes.
Net Worth
Give clients a clear view of their overall financial position.
Insurance
Consolidate and analyse client coverage across all policies.
Cashflow Planning
Bring clarity to clients on their income and expenses.
More tools to grow your practice
Your Public Profile,
Built In
Share a professional profile link with clients. Showcase your services, collect testimonials, and let prospects reach you — all from one page.
Digital Fact Find,
Made Effortless
Clients complete their profile on their own time. You get accurate, complete data before your first meeting. No paperwork, no back-and-forth.
Your Data, Protected
Bank-grade encryption. Hosted in Singapore.
Compliant
Encryption
ISO 27001*
*Certifications belong to our hosting providers.
Unified Client Workspace
Replace spreadsheets and scattered docs with one adviser workspace for client data, planning, and reports.
See It In Action
Watch quick walkthroughs of QuantQuest's key modules and see how they streamline your advisory workflow.
Be the Adviser Who Delivers the Future, Today.
Elevate your practice with the most comprehensive financial planning solution on the market.
Join the revolution in financial planning, where every client's dream becomes achievable.