Pricing
Empowering advisors to drive sales, streamline their business, and deepen client loyalty and referrals.
A-Think Lab Financial Planning Software - Edge
S$650 Annually
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Lifestyle Projection (Insurance & Goals Planning)
Retirement Projection & Shortfall Planning
Simulated Scenarios
Clients CRM for Tracking
Business Data Analytics
Unit Trust Library & Comparison
Investment Illustrator
A-Think Lab Advisor Ecosystem
S$800 Annually
Includes everything in Financial Planning Software - Edge
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Consultant Chatbot (Pirlo)
AI-Powered Policy Navigation
A-Think Lab Advisory Library (Sales Ideas & Advisor Insights)
Personalized Monthly Newsletter
Sales & Motivation Ideas Bank
Clients Rewards Chatbot (My Advisor Connect)
Finance & Lifestyle Newsletter
Lifestyle Geolocation Promo Tool
A-Think Lab Agency White Label
Everything in ecosystem with custom-designed chatbots to boost agency operations, reinforce branding, and increase recruitments.
For Agencies of > 40 pax
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Consultant Chatbot (Agency Brand)
Agency Activities Data Analytics
Refer to article on possible ideas
Clients Rewards Chatbot (Agency Brand)
Create Business Community
Refer to article on possible ideas