We’ve built a collaborative space
where Financial Planning brings
clients & institutions closer
We need efficiency, intuitive simplicity, and smooth design to give our clients the best, we expect this from our partners too!
Everything we do with our partners
must be “customer-first” aligned.
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
Select a pre-filled persona [similar to your client] and adjust it to match your client profile easily.
Let your client immediately play with their own life scenarios and Dreams to naturally discover their real appetite for your products and services.
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.
How to ace that first
prospective client meeting?
Download the latest report
on Retirement Readiness
in Singapore 2017
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.
Monitoring, Logging
& Reporting
Security &
DDoS Protection
Authentication
& Access Control
Encrypted Storage
Encrypted
Communications
Security Audit &
Penetration Testing
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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