One subscription. Add what you need.
Pick a plan, or add Advisory modules and the CRM to the one you have: it all goes on one bill, and an addition is charged only for the rest of the period. Cancel any time; you keep what you paid for until the end of the period.
Payments open soon. Every plan starts free for 30 days with your invite code; no card needed.
Invest
Fund analytics, the portfolio builder and client-ready reports.
Advisory
The client conversations, S$5 a month each, 30 days free to try. Sample funds in every module; the portfolio engine with Invest.
Three Advisory modules or more? Invest and the CRM are half price.
CRM, and everything together
Your clients before, during and after the meeting. Free with Invest Pro; half price with three Advisory modules or more.
Prices in Singapore dollars; founding prices are held for 12 months. Invest and the CRM are half price while you keep three Advisory modules or more. The Wealth Compass and Property come only with Advisory complete and AdvisersOS complete; Asset allocation and Asset rotation follow (coming soon). Without Invest, the planners use sample funds (8 to 10 for each risk profile, 5 years of history); the portfolio engine and the whole fund list come with Invest. AdvisersOS supports the licensed adviser’s own advice; it does not give financial advice. Payments are handled by Stripe.