Simple, transparent pricing
Start Free. Explore at your pace.
Create a Free account without a card. Explore samples, then choose an optional seven-day Essential trial with a card.
Free
For advisers getting started
Free forever. No credit card needed.
- Sample clients
- Guided Alpha examples
- Practice meeting
- No card required
Essential
Everything you need to grow
$398 billed annually (about $33/mo) · Optional 7-day trial, card required
+ Alpha AI copilot included.
- Everything in Free
- CPF Planning
- ILP Projections
- Goals & Retirement Planning
- Professional Reports (PDF)
- CRM Tools
- Digital KYC
- Unlimited clients
- 1 hour transcription per monthly usage window
Alpha AI copilot includes
- Engagement Command Center
- Client Intelligence
- Policy Extractor
- Meeting Prep
Alpha Unlimited
For advisers who lean on Alpha daily
$1,112 billed annually (about $93/mo)
No monthly Alpha token cap. Paid billing starts immediately; no new free trial.
- Unlimited Alpha copilot (no monthly token cap)
- Extended meeting transcription
- Knowledge Packs
- Everything in Essential
- Priority access to new AI features
On the roadmap
- Live Transcribing
- More Client Intelligence interactions
Free signup needs no card and does not start a trial. Explore sample clients, guided Alpha examples, and a practice meeting. Eligible first-time subscribers can choose a seven-day Essential trial through our third-party payment checkout with a card. Billing starts at trial end unless cancelled first. Returning subscribers pay immediately.
Alpha Unlimited starts paid billing immediately and has no new free trial. Upgrading an Essential trial requires confirmation of the current checkout price and ending the trial now.
Read our subscription terms, Alpha Terms, and Meetings Preview disclosure. Alpha Terms are accepted during onboarding; Meetings Preview has a separate first-entry acknowledgment.
Paid subscriptions are billed upfront, after any eligible Essential trial. Price is per adviser account.
Managing a team? Team Alpha Unlimited gives every seat uncapped Alpha at $95 per seat each month. 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