It’s a system of tech tools— including financial planning platform and AI-powered chatbots—designed to support consultants across their entire business process, aiming to boost sales and simplify their workload.

No sensitive personal data like phone numbers, emails, or NRICs are required from your clients.

We prioritise data privacy and built the system to function without collecting personal info.

Even so, our platform is still encrypted to industry-grade security standards for added peace of mind.

The entire system and thought process are shaped by successful advisors, making it highly advisor-driven—built to support both rookies and seasoned consultants from all angles.

Our platform is built with advisors in mind—every step is streamlined to help consultants get results fast, making it user-friendly and presentation-ready for peak performance.

Beyond just a financial planning tool, we also offer what could be Singapore’s first smart AI chatbot tailored to support advisors’ business needs and enhance client value—delivering a complete, value-adding solution for their business.

Not at the moment, but you can explore our available resources to better understand the capabilities—and feel free to request a demo as well.

We’re planning to expand to Malaysia and will announce once it’s officially launched!