Do Advisory Work Faster, with Less Manual Effort
Prepare recommendations for existing investments, build life policy to mutual fund proposals and manage health claim data across companies, all from one set of working tools.
Less Spreadsheet Work, More Client Time
These tools are made for the repetitive preparation and tracking jobs that advisors and operations teams handle every day.
Faster Preparation
Prepare recommendations and proposals without rebuilding the working each time.
Multiple Companies
Handle data for more than one company without mixing records.
Organised Records
Keep claim and review information in one structured place.
One Place
Open every advisor and operations tool from this single page.
Choose the Job You Need to Do
Each tool opens directly. New tools added to the Advisor/Ops menu appear here automatically.
Prepared by You, Supported by Your Tools
These tools help with preparation and record keeping. Recommendations and proposals should be reviewed against each client's goals, risk profile and applicable regulations. Handle client and claim data in line with your organisation's privacy and consent practices.
Serve Better
Mutual fund investments are subject to market risks. Outputs are estimates for professional use and do not constitute investment, insurance or legal advice.