Everything a practice actually runs on
Not a CRM with insurance bolted on. Each part was built for the work consultants repeat every week — and they share one client record, so entering something once is enough.
Client 360
Contact details, KYC, consent, dependants, income and risk profile on a single record — with every call and meeting journalled beneath it as a trail you can stand behind.
The policy book
Insurer, plan type, premium, term, riders and beneficiaries for every policy you service. Drop in the policy PDF and the fields fill themselves; load a whole book in one bulk pass.
My day
Premiums falling due, reviews owing, maturities, free-look windows, birthdays and CPF/SRS deadlines — found for you each morning and sent as a digest, so the follow-up never depends on memory.
Practice dashboard
Annualised premium in force, total coverage placed, and new business tracked against your own target — the numbers you would otherwise be rebuilding in a spreadsheet each month.
Protection gaps
Life, critical illness and income-protection shortfalls calculated against each client's real income, dependants and existing cover — so the conversation opens with a number, not a hunch.
Suitability reports
A recommendation drafted from the client's actual profile, holdings and gaps, structured the way an advice file is expected to read, and yours to edit before it goes out.
Client statements
A branded portfolio statement showing every policy, premium and sum assured — print-ready in A3 or A4, or exported to Excel when the client wants their own copy.
Client assessment
A guided profile the client can complete before you meet, producing an investor archetype and risk posture that feed straight into the gap engine and the report.
Product catalog
Your own library of plans and providers, so policies are recorded consistently across the book and the reporting adds up instead of fragmenting across spellings.
How an annual review runs
The unglamorous half of advice is assembly. AdviserOS does that part, so the hour you spend with the client is spent advising.
Load the book once
Upload policy documents — singly or in bulk. Insurer, plan, premium, dates and riders are extracted and filed against the right client, and you correct anything that needs correcting.
Let it watch the dates
From then on the renewals, maturities and review anniversaries come to you. Nothing depends on remembering to check, and nothing lapses because a reminder lived in one consultant's head.
Turn up prepared
Open the client and the statement, the coverage gaps and a drafted recommendation are already there — reviewed by you, printed or emailed, and journalled back to the record.
Built for Singapore practice
Generic advice software makes you translate. This one was written against the way the work is actually done here — the account types, the reporting expectations and the consent rules are in the product, not in a workaround you maintain yourself.
- CPF and SRS deadlinesContribution and top-up windows tracked alongside policy dates, in the same daily list.
- Everything in S$Premiums, sums assured and practice totals in local currency and local conventions throughout.
- Suitability documentsRecommendation documents structured to the sections an advice file is expected to contain.
- PDPA consent, capturedConsent recorded per client, with the date, so the basis for holding their data is on the record.
Your book stays your book
You are holding other people's health disclosures, dependants and income. That deserves more than a login page, so isolation between consultants is enforced by the server rather than by the interface hiding the wrong rows.
- Nothing to phishPasswordless sign-in by emailed secure link or one-time code — there is no password to reuse, leak or guess.
- Enforced per consultantEvery read and write is scoped to the signed-in consultant and checked server-side on each request.
- Documents kept privateUploaded policy documents live in private storage and are served only through short-lived links.
- Not indexedEvery page behind sign-in is excluded from search engines — only this page is public.
Start the day with the whole picture
Enter your consultant email and your practice is ready — no password, no setup call, no data to migrate before you can look around.
Get started →Questions first? Email us — a person reads it.