We’ve built a collaborative space
where Financial Planning brings
clients & institutions closer

Learn More
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Life Planning Simulator

Give your clients access and let them play with their dreams and life events to naturally discover their product-needs that support their dreams.

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Product Gap Analysis / Sales Automation

Immediately see products that suit the unique situation of your customer. Instantly adapt and adjust products automatically based on changing customer dreams and life-style goals.

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Customer Management Console

Easily onboard and manage your customers, as well as get insights on customers activity and preferences to know your “next-best-action” from our built-in console.

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We need efficiency, intuitive simplicity, and smooth design to give our clients the best, we expect this from our partners too!

Partners
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Everything we do with our partners
must be “customer-first” aligned.

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Clear focus on rapid delivery and quality outcomes at scale, because Singapore is just the beginning.

A truly innovative and intuitive design with a fast on-boarding and immediate insights for both the agent and the client

How it Works

Onboard your clients quickly

Select a pre-filled persona [similar to your client] and adjust it to match your client profile easily.

Engage clients’ interest immediately

Let your client immediately play with their own life scenarios and Dreams to naturally discover their real appetite for your products and services.

Pick suitable products perfectly

Match your investment and protection solutions to your client’s needs in the direct context of their life so that they can see the personal value of your recommendations.

Features

Protection In-context Simulator

Let your clients simulate protection products in their own life context so that they can really understand the impact and value of products such as term-life.

Digital KYC

Rapidly complete the initial KYC and benefit from automatic updates to the KYC based on changes in a customer’s dreams and life events (e.g., change in income).

Pension & Tax

Easy localisation of pension and tax management, as well as multi-language and multi-currency.

Digital Onboarding

Use pre-defined personas [or create your own!] to instantly generate new client profiles for easy personalization to match your exact client profile.

Investment In-context Simulator

Let your clients simulate and explore what it means to take investment risk in their own life context to understand and match their risk appetite with their actual risk capacity to see what impact and value your products will have in their life.

CRM

Manage your sales funnel to take your business efficiency and client-handling to the next level. Track customer status, sales potential, and ensure smooth workflow to give clients direct access to the life planning simulator.

How to ace that first
prospective client meeting?

Download the latest report
on Retirement Readiness
in Singapore 2017

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Our computing infrastructure is provided by Microsoft Azure, a secure cloud services platform.

Microsoft Azure platform is encrypted with banking-grade security and all communication is 256-bit SSL encapsulated between all end-points.

Security

Monitoring, Logging
& Reporting

Security &
DDoS Protection

Authentication
& Access Control

Encrypted Storage

Encrypted
Communications

Security Audit &
Penetration Testing

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All data access is protected by a role-based access-control mechanism, which only lets users view data for which they have permission.

The platform is Singapore PDPA compliant.

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