Quantix Wealth OS — pre-meeting intelligence that converts. The right prospect, the right wealth event, the right opening — surfaced before your next conversation.
A billing tier is required to activate your workspace.
Quantix continuously scans 50+ signal sources for liquidity events, role changes, M&A activity, and inheritance patterns — ranked by your personal scoring engine.
Every prospect arrives with a one-screen brief: magnitude, urgency, network distance, and the exact opening line that fits their moment.
Magnitude × EventWeight × Urgency ÷ NetworkDistance¹·⁵ — tuned to each advisor's outcomes. Your wins shape your weights. Nobody else's.
A billing tier is required before sign-up. Existing advisors will be asked to choose a tier on next sign-in — access scales with your plan.
The same scoring engine powers every tier — what changes is the reach, the automation, and the depth of intelligence at your fingertips.
| Capability | Free | Scout$199/mo | Advisor$499/mo | Growth OS$999/mo |
|---|---|---|---|---|
| Intelligence engine | ||||
| Quantix scoring engine | ||||
| Per-advisor learning loop | ||||
| Magnitude · Urgency · Network weighting | ||||
| Custom scoring profile editor | ||||
| Prospects & signals | ||||
| Prospect capacity | 10 | 500 | 5,000 | Unlimited |
| Adaptive Scouting feed | ||||
| Wealth-event signal sources | Core | Standard | All 50+ | All 50+ · priority |
| Urgency filters & watchlists | ||||
| Network mapping | ||||
| Outreach & conversion | ||||
| Morning brief | Read-only | |||
| AI outreach drafts | 100 / mo | Unlimited | ||
| Nurture sequences | ||||
| Calendly sync & booking links | ||||
| Pipeline Kanban | ||||
| Playbooks & exports | ||||
| CSV export | ||||
| PDF briefs & exports | ||||
| Playbook library | Read | Read + edit | ||
| API access | ||||
| Support & ops | ||||
| Email support | ||||
| Priority response SLA | 24h | Same-day | ||
| Onboarding session | Group | 1-on-1 | ||
Your competitors are buying lists. You're getting an operating system. Pick a tier and your workspace is live in under 90 seconds.
See pricing