Question 1

Does QuantQuest replace my existing financial planning tools?

Accepted Answer

Not at all. QuantQuest is designed to complement your current workflow, whether you use spreadsheets, insurance portals, or other platforms. It brings everything into one place so you spend less time switching tools and more time advising clients.

Question 2

What is Alpha, and how much can I use?

Accepted Answer

Alpha is the AI copilot built into QuantQuest. It powers your client and engagement chats, drafts and improves your notes, summarizes reports, and books meetings straight into your CRM. Every Essential subscriber gets the full Alpha copilot, with a monthly usage limit that resets at the start of each month. Most advisers find it covers their day-to-day work comfortably. If you want it completely uncapped, upgrade to Alpha Unlimited.

Question 3

What's the difference between Essential and Alpha Unlimited?

Accepted Answer

Essential includes the full Alpha copilot with a monthly usage limit, which suits most advisers. Alpha Unlimited removes that limit entirely, adds Knowledge Packs, and includes priority access to new AI features, for advisers who lean on the copilot all day. It is $109/mo, or $93/mo billed annually.

Question 4

How long does it take to get started?

Accepted Answer

Most advisers are up and running within minutes. Simply create an account, set up your digital namecard, and start adding clients. If you need help, our support team is available to walk you through setup.

Question 5

What happens after my 14-day free trial?

Accepted Answer

After your trial ends, you can continue on the free Basic plan with up to 10 clients, or stay on Essential. Essential keeps CPF Planning, ILP Projections, Goals & Retirement Planning, Professional PDF Reports, CRM Tools, Digital KYC, unlimited clients, and the full Alpha AI copilot with a monthly usage limit. No data is lost either way.

Question 6

Can I switch between monthly and annual billing?

Accepted Answer

Yes. You can switch your billing cycle at any time from your account settings. When switching to annual, the savings kick in immediately. If you switch to monthly, the change takes effect at the end of your current billing period.

Question 7

Can I subscribe for my team?

Accepted Answer

Yes. Team Alpha Unlimited gives every seat on your team uncapped Alpha at $95 per seat each month, or $969 per seat billed annually, which works out cheaper per person than the individual plan. Contact us and we will set up your team.

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