Pricing
Simple pricing.
Serious technology.
Start free with AI market intelligence. Upgrade when you're ready for full practice automation. Founding members lock in lifetime pricing.
Research
AI-powered market intelligence and portfolio analysis for individual investors.
- Market regime detection dashboard
- Weekly AI market commentary
- Portfolio analysis (up to 1 portfolio)
- Basic tax-loss harvesting alerts
- Email insights digest
- Community research access
Advisor OS
Complete AI practice management for independent RIAs and wealth advisors.
- Everything in Research, plus:
- AI meeting prep & briefings
- Client life event detection
- Proactive client monitoring
- Performance reporting automation
- Compliance documentation
- Client financial tracking
- Real estate & document intelligence
- White-label client portal
- Up to 100 clients
- Priority support
Advisor OS Pro
Full platform for high-volume advisors and multi-advisor firms.
- Everything in Advisor OS, plus:
- Unlimited clients
- Multi-advisor team dashboard
- Custom AI model training on your data
- API access for integrations
- Managed portfolio strategies (6 models)
- Advanced tax intelligence
- Dedicated account manager
- Custom onboarding & training
- SLA guarantee
Enterprise & Multi-Office
Custom deployment, dedicated infrastructure, and volume pricing for large RIA firms and broker-dealers.
FAQ
Common questions
When will QuantaWealth be available?
We're currently in private beta with select advisors. Join the waitlist for early access — founding members receive lifetime pricing.
Do my clients see QuantaWealth branding?
No. Advisor OS and Pro plans include complete white-labeling. Every report, portal, and communication runs under your firm name.
What custodians do you integrate with?
We're building integrations with Schwab, Fidelity, Pershing, and Interactive Brokers. If your custodian isn't listed, let us know.
Is my client data secure?
Yes. Data is encrypted at rest and in transit, stored in isolated database schemas with row-level security, and never shared between firms.
Can I try before committing?
The Research tier is free forever. For Advisor OS, we offer a 30-day trial with full functionality.
What is the managed portfolio offering?
Advisor OS Pro includes access to six AI-managed long-term portfolio strategies, built on our regime detection engine. You can offer these to clients under your brand.
Start free. Scale when ready.
No credit card required. Join the waitlist for early access.
Join the waitlist