QuantQuest

All in one platform for modern financial advisers in Singapore

Streamline financial planning with tools built to boost efficiency and client confidence.

Schedule Demo Start Free Trial

Powerful financial planning tools for modern advisers in Singapore

One Dashboard, Complete Client Picture

Easy-to-use software to model any scenario in seconds and present with confidence.

Retirement Goal

Visualise milestones and track progress over time.

Net Worth

Give clients a clear view of their overall financial position.

CPF Analytics

Future projections, CPF Life scenarios, and OA housing insights.

Insurance

Consolidate and analyse client coverage across all policies.

ILP Projections

Use pre-set policy configurations for in-depth projections within minutes.

Cashflow Planning

Bring clarity to clients on their income and expenses.

Generate Professional Reports,
in Seconds

Drag-and-drop CPF, Insurance, Investment, Cashflow, Goals, and Net Worth blocks to create customised reports your clients will love.

Digital Fact Find,
Made Effortless

Clients complete their profile on their own time. You get accurate, complete data before your first meeting. No paperwork, no back-and-forth.

Your Data, Protected

Bank-grade encryption. Hosted in Singapore.

PDPA
Compliant

AES-256
Encryption

SOC 2 &
ISO 27001*

*Certifications belong to our hosting providers.

Unified Client Workspace

Replace spreadsheets and scattered docs with one adviser workspace for client data, planning, and reports.

How Advisers Use QuantQuest to Grow

Real stories from Singapore advisers who transformed their practice with smarter planning tools.

Jeremy Chee

Senior Financial Adviser

Simplifying CPF for First-Time Homebuyers

"I help young couples project their future CPF balances and CPF Life payouts, showing how housing refunds work. It turns complex housing decisions into simple, visual plans."

Joel Woo

Senior Financial Consultant

Winning Clients with ILP Clarity

"With my policy configurations all set up, I can create visually striking investment proposals within minutes. The icing on the cake? Sending them the report right after our discussion."

Mckinley Loh

Wealth Planner

All-In-One Client Management

"QuantQuest lets me explore a wider range of products and pull up client data anytime, anywhere. Having everything consolidated in one place makes me feel like a super agent."

Mehn Zaw

Financial Service Manager

Streamlining Client Meetings

"The Digital Fact-Find is a game changer. When I meet clients, all their info is already there. I walk in prepared and jump straight into advising instead of paperwork."

Be the Adviser Who Delivers the Future—Today.

Don't let self-doubt or outdated tools limit your impact. Elevate your practice with the most comprehensive financial planning solution on the market.