Singapore's First
AI-Integrated System built for FAs.
Turn hours into minutes with a single prompt.
Work faster and smarter with QuantQuest.
Used by advisers from
Stand out with AI
With QuantQuest, experience efficiency like never before.
When you mix AI with financial planning, you get precision and clarity at speeds you’d never imagine. Identify financial gaps, rank priorities, and draft proposals, all in a single prompt.
Maximize Results
Handle up to 3× more clients without losing the personal touch.
Focus on conversations
Every client's information at your fingertips, so you can focus on the relationship, not the numbers.
Impress Instantly
Draft a client-ready proposal in under a minute, grounded in their real data.
Industry figures from Fidelity, BCG, and Vanguard; directional and vary by firm size, tech stack, and adviser segment.
Introducing Alpha, Your Virtual Personal Assistant 24/7.
Hours of meeting prep condensed in minutes with 1 prompt.
Skip the prep
Alpha has already read every statement, policy, and note. Just ask.
Catch every gap
Every client profile scanned for missing coverage, unfunded goals, and lapsed reviews.
Hand it to the client
Every answer pulls from real client data. Specific, sourced, consistent.
With Alpha, know exactly what your client needs.
Alpha doesn’t just read the numbers, it understands the person.
Built from real client data
Digital KYC forms, your meeting notes, personality and lifestyle quizzes, and past conversations all shape Alpha’s picture of every client.
Understand your client better
Real conversations, not spreadsheet walkthroughs. Alpha surfaces what matters to them, every meeting.
Never miss anything again
Reviews, life events, and even birthdays will never be missed again with Alpha.
Library and Vault, kept apart by function.
Knowledge Pack is your AI-powered advisory brain. Upload product brochures into the Library and client documents into the Vault. Alpha organises, extracts, and remembers everything so you don’t have to.
Intelligent Segregation
Alpha extracts client-specific information in one prompt. Mrs Tan’s policy never shows up in a chat about Mr Lim. Different scopes, different boundaries.
Instantaneous results
According to your question or prompt, Alpha will be able to comb through hundreds of documents, extract and answer in seconds.
Answer any what-ifs
Not sure what’s suitable? Stack up to 8 products and work with Alpha to find the perfect fit for your client.
Every client. Every angle. One place.
Six independent, powerful modules, each representing a different aspect of your client.
All in one
Net Worth, Cashflow, Insurance, Goals, CPF, Investments. Each one deep enough to advise from, not just look at.
Talk with visuals
Sankey cashflow, mountain-journey goals, gap gauges. Built for clients, not spreadsheets.
Built for SG
Dive into our modules and find all things Singaporean. CPF Life, BRS/FRS, OA Housing Refund, and SG Tax are all fully customised to Singapore’s needs.
Client-ready reports. Built in minutes.
Pick the sections you want, set the order, see the PDF take shape live. The numbers come from the client’s actual data, ready to send before the meeting ends.
Minutes, not hours or days
Pick the sections you need. The report writes itself, end to end.
Tailored per client
Swap widgets, drop in your own notes, layer in commentary. Every report sounds like you wrote it.
One click to polish
Type rough notes into any section. Alpha rewrites them in client-ready, professional tone.
Simple, transparent pricing
Start with the full experience, free.
Every new account gets 14 days of Essential. No credit card needed.
Sign up in seconds
Create your free account. No credit card, no commitment.
Get full Essential access
Unlock CPF Planning, ILP Projections, Goals, Professional Reports, Digital KYC, CRM, and the full Pro-tier AI suite for 14 days.
Choose your path
Love it? Stay on Essential. Or keep Basic free forever. Your data stays either way.
Basic
Free forever
- 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
+ Full Pro AI suite included.
- 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 every Essential subscription. Join the waitlist for launch updates.
- Alpha
- Engagement Command Center
- Client Intelligence
- Policy Extractor
- Meeting Prep
On the roadmap
- Estate Planning
- Meeting Transcription
- Knowledge Packs
- More Client Intelligence interactions
More tools to grow your practice
Your Public Profile,
Built In
Share a professional profile link with clients. Showcase your services, collect testimonials, and let prospects reach you — all from one page.
Policy Extractor,
Self-Hosted
QuantQuest’s self-hosted document extractor pulls coverage, premiums, and structure straight from any policy schedule. All processing stays in Singapore, so consolidation stays private and PDPA-safe.
Your Data, Protected
Bank-grade encryption. Hosted in Singapore.
Compliant
Encryption
ISO 27001*
*Certifications belong to our hosting providers.
Unified Client Workspace
Sync your Google Calendar, client data, planning, and reports in one adviser workspace. No more spreadsheet juggle.
“QuantQuest puts a client’s whole financial life in one clear picture. The AI layer helps advisers act on it, so they walk in prepared and follow through with confidence.”
Ben Tui
Co-Founder & Multiple MDRT Qualifier
How Singapore advisers use QuantQuest to grow.
Real stories from advisers who made the jump.
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.”
Jeremy Chee
Senior Financial Adviser
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.”
Joel Woo
Senior Financial Consultant
Knowing who to call today
“The dashboard literally tells me who to call today. I used to scroll through my client list wondering who needed attention. Now the system surfaces it. My review cycle compliance went from patchy to over 90% in two months.”
Mckinley Loh
Wealth Planner
Walking in prepared, every time
“Every meeting now starts with an Alpha brief. I walk in knowing what’s changed, which goals are off-track, and where the gaps are. Clients think I have a photographic memory. Really, I just have QuantQuest.”
Mehn Zaw
Financial Service Manager
Be the adviser who walks in prepared.
Join Singapore’s advisers using AI to run a smarter practice. Planning, Alpha, and engagement intelligence, all in one.