Simple, transparent pricing
Start with the full experience, free.
Every new account gets 14 days of Essential. No credit card needed.
Basic
For advisers getting started
Free forever. No credit card needed.
- Digital Namecard
- Cashflow Planning
- Net Worth Tracker
- Insurance Analysis
- Up to 10 clients
Essential
Everything you need to grow
or $33/mo billed annually · 14-day free trial
+ Inclusive of our 2026 Pro AI suite.
- Everything in Basic
- CPF Planning
- ILP Projections
- Goals & Retirement Planning
- Professional Reports (PDF)
- CRM Tools
- Digital KYC
- Unlimited clients
Pro
Deeper, AI-powered engagements
Currently included in Essential →
- AI Copilot
- Engagement Command Center
- Client Intelligence
- Policy Extractor
- Meeting Prep
On the roadmap
- Estate Planning
- Meeting Transcription
- Knowledge Packs
- More Client Intelligence interactions
All plans are billed upfront. Price is per adviser account.
Managing a team? Talk to us about Teams pricing
Frequently asked questions
Answers to common questions about getting started and using QuantQuest day to day.
Schedule a demo
Pick a time that works for you and we'll show you how QuantQuest fits into your practice.
“We built QuantQuest because advisers deserve a single place to plan, present, and grow, without the spreadsheet juggle.”
Ben Tui
Co-Founder, QuantQuest
Prefer email? support@quantquest.com