Simple, Transparent Pricing
Choose the plan that works best for your practice
MonthlyAnnuallySave 15%
Basic
For advisers getting started
$0/ month
Free forever. No credit card needed.
- Digital Namecard
- Cashflow Planning
- Net Worth Tracker
- Insurance Analysis
- Up to 10 Clients
Best Value
Essential
Everything you need to grow your practice
$39/ month
Billed monthly. 14-day free trial included.
- Everything in Basic
- CPF Planning
- Investment Goals
- Professional Reports (PDF)
- CRM Tools
- Smart Assistance
- Priority Support
- Unlimited Clients
All plans are billed upfront. Price is per adviser account.
Managing a team?
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