Generate Client-Ready
Financial Reports in Minutes
Send a digital KYC form. Build your report on a visual canvas. Generate a professional PDF, all within QuantQuest.
What advisers say about Reports
“My client asked how long I took to prepare the report because it looked so polished and professional. I was almost embarrassed to admit how little time it actually took.”
Joel Woo
Senior Financial Consultant
Generate a Professional Report
in 3 simple steps
Send a Digital KYC Form
Your client fills out their financial profile on their own time. PDPA consent is built in. You get structured data before the meeting.
Customise Your Report
Drag and drop modules like CPF, Insurance, Net Worth, Goals, Cashflow, and Investments onto a visual canvas.
Generate it
One click. Professional cover page, clear charts, and a full financial picture, formatted and ready to present or send.
But that's not all
Reports are just one part of QuantQuest
Every account comes with a full suite of planning tools built for Singapore advisers.
What you get
Analyse any client in seconds.
Surface coverage gaps, prioritise the next action, and draft the proposal — all grounded in their real data. You handle the relationships; the Copilot handles the prep.
AI Copilot
EssentialAsk anything about any client, grounded in their real financial data.
Engagement Dashboard
EssentialA priority focus list every morning, scored and ranked by your Copilot.
CPF Analytics
EssentialFuture projections, CPF Life scenarios, and OA housing insights.
Retirement Goal
EssentialVisualise milestones and track progress over time.
ILP Projections
EssentialPre-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.
Try the full report workflow free for 14 days
Every new account gets full Essential access including Professional Reports, CPF Planning, ILP Projections, Goals, CRM tools, Smart Assistance, and unlimited clients. No credit card needed. After 14 days, stay on Essential or keep Basic free forever.
Sign Up NowFrequently Asked Questions
Join the advisers who stopped building reports manually.
14-day Essential trial · No credit card needed