Now liveAdvisorOS launched officially on 20 July 2026. The free beta has closed — full access is now Solo Advisor at S$19.90/month or S$180/year. Advisers already in beta keep their remaining days.See pricing →
Built for Singapore financial advisors

Client reviews, crafted in minutes.

Turn scattered client data into clear insight and beautifully presented reviews your clients remember — all in one workspace.

Visual ReportsImpress every client
Smart CalculatorsPlan with confidence
Gap AnalysisSee what's missing
Client ReadyShare in one click
Try Interactive Demo →See plans & pricing
Free interactive demoSetup in 30 secondsCancel anytime
No client data required for demoBuilt for Singapore advisor workflowsDesigned for reviews, gap analysis and follow-up

Bank-level security. MAS-aware. Your data is always protected.

MASMonetary Authority
of Singapore◈PDPA
Compliant🔒256-bit
EncryptionawsSecure Cloud
Custom client questionnaire

Break the ice, even when your mind blanks.

Brain jammed at the start of a meeting? Run the questionnaire — questions adapt to each client's answers, so it's different every time. A live radar shows where their focus and gaps really are.

  • Adapts to each client's answers
  • Different every meeting
  • Live focus & gap radar
  • Turns answers into priorities
Discovery radar · Live
Hospital plans comparison

Every Singapore IP plan, compared in seconds.

We consolidated 3,000+ pages of insurer PDFs into one comparison — benefits and pricing for every Integrated Shield Plan in Singapore, side by side and verified.

  • 3,000+ verified premium rows
  • All SG IP plans & riders
  • Benefits, cash outlay & caps
  • Plan 1 vs Plan 2 side by side
Hospital plans · Compare3,094 verified rows
CPF projection

CPF, savings and retirement — on one page.

Model the client's ability to save, project CPF LIFE payouts, and map future OA usage and the retirement-sum gap in a single, client-ready view.

  • OA / SA / MA projection
  • CPF LIFE payout estimate
  • Retirement-sum gap
  • Editable assumptions
CPF projection · Live
Investment trend

20–30 years of market history, ready every meeting.

Tired of hunting for market data before every meeting? This consolidates market, industry and country history into 20–30 year trend views — so clients make calm, consistent decisions.

  • Market, sector & country history
  • 20–30 year trend views
  • Returns, best / worst year, drawdown
  • No live API or paid data
Investment trend · US Large Cap
How it works

From meeting to follow-up in one flow.

01Choose the meeting flow

Pick the review type — annual review, protection, retirement or shield — and AdvisorOS lines up the right tools.

02Show the client the gap

Walk the client through their coverage gap and choices live on screen — desktop, iPad or phone.

03Generate the review summary

Produce a one-page client-ready report and let AdvisorOS schedule the follow-up.

Free · no login

Free tools your clients are already using

Source-backed Singapore planning tools, open to everyone — and a live lead source for advisers on AdvisorOS.

Hospital insuranceCompare Integrated Shield Plans29 plans from all 7 insurers — premiums by age, ward class and benefits, from verified official tables.Compare plans →CPF planningCPF projection calculatorSee your projected OA, SA and MediSave at 55 and your gap to the Full Retirement Sum, in seconds.Project my CPF →Policy change2026 IP rider changesWhat changes on 1 April 2026 — the deductible rule, the new $6,000 co-payment cap, and ~30% lower premiums.Read the guide →

Ready to run a better meeting?

Try the interactive demo first — no client data required. Solo Advisor from S$19.90/month.

Try Interactive Demo →Create an account