Analyse Singapore's entire fund universe, plan with your clients across CPF, retirement, education and protection, build and stress-test portfolios against real market history, and run your whole practice. Invest, Advisory and CRM: the full cycle of advice in one AI-powered system.
See plans and pricingEvery region at a glance — market performance across the globe in any timeframe.
Live data across Singapore's fund universe — returns, risk and charges, fully searchable.
See the true risk contribution and concentration hiding inside a client blend.
Replay 2008, COVID and the 2022 selloff on any portfolio you build.
CPF LIFE, retirement, education and protection, simulated year by year from the client's own figures.
Names, pipeline, clients and daily activity, on your phone and your iPad.
Prospect, plan, invest and review: one account, one sign-in, nothing retyped between tools.
Client-ready screens in the meeting, and a print-ready proposal to leave behind.
Search, filter and sort. Click a column to sort, a fund for its performance chart.
Treemap: six asset-class blocks in risk order (equity → money market), each its own map so groups never intermix; tiles sized by fund count (bounded 3:1) and coloured green/red by return. Pick a period, click a sector to expand its chart & funds. Bars ranks them.
Compare how funds grew over time. Growth of $10,000 or return %; pick a period; overlay a benchmark.
Add funds with weights and see how the blend would have grown over their shared history.