✓No client data required for demo✓Built for Singapore advisor workflows✓Designed for reviews, gap analysis and follow-up
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Good morning, Advisor. 👋Here's your overview for today.
+ New Client
Annual Reviews Due14View clients →
Clients With Protection Gap9View gaps →
Premium / Maturity Reminders6View reminders →
Shield Review Needed5View list →
Reports Generated23View reports →
Follow-ups Pending7View follow-ups →
Portfolio Overview
Total Assets$2.45M↑ 8.6% vs last month
Insurance 45% Investments 35% Cash & Others 20%
Upcoming Appointments
Sarah Lim10:00 AM
Jonathan Tan2:00 PM
Michelle Ng4:30 PM
View calendar →
Recent Reports
▤ Sarah Lim – Annual ReviewGenerated 2 days ago
▤ Jonathan Tan – Retirement PlanGenerated 3 days ago
▤ Michelle Ng – Protection ReviewGenerated 5 days ago
View all reports →
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
“Would the client insist on a private hospital?”
A · Definitely privateB · Likely if seriousC · Depends on condition
Protection8
Readiness7
Cashflow6
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
PRUPlan 1
Premier · Premier Care
Private + rider$1,253
MediShield$770
Est. cash$953
✓ Verified
HSBC LifePlan 2
Shield Plan A · No rider
Private + rider$510
MediShield$503
Est. cash$210
✓ Verified
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
OA + SA at 65$385k
CPF LIFE$693/mo
Gap to target$615k
Projected MA$185k
Projected OA$130k
Projected SA/RA$255k
Projected MA$185k
Target gap$615k
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
Avg annual+7.8%
Best year+28.6%
Worst year-36.9%
200620-year trend · index starts at 1002025
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.