Built for advisors in Singapore

See your client's
financial future take shape

Cash flow, CPF, BTO and life goals — assembled into one clear picture your clients instantly understand. No spreadsheets, no guesswork.

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No charge until day 15 · Cancel anytime

Projections

Twenty years, month by month

Cash and CPF OA projected to retirement with age-adjusted contribution rates, OA interest and income growth — recalculated as you type.

BTO Planning

BTO maths, built in

Downpayment structures, stamp duty and monthly instalments with OA-first logic — HDB or bank loan, standard or staggered.

Goals

Every goal, visibly on track

Renovation, wedding, retirement — sorted by date with cash and CPF impact, and a clear on-track signal for each.

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20 yrs

of projection, month by month

240

data points per client plan

∞

client profiles included

14 days

free, no charge until day 15

Everything in one calm view

Built around the conversations advisors actually have

Every panel answers a question your client is about to ask — without you touching a spreadsheet.

20-year cash & CPF projection

Monthly projections to retirement with age-adjusted CPF contribution rates, OA interest and income growth applied automatically.

BTO planning that knows the rules

Downpayment splits, stamp duty and loan instalments — HDB or bank, with OA-first deduction handled for you.

Goals with a clear verdict

Every goal sorted by target date, with cumulative cash and OA impact and an honest on-track / off-track signal.

Work-free runway

For clients between jobs: see exactly how long savings last, and how a start date or expense change moves the line.

All your clients, one place

Save, reload and update each client's profile in seconds — every plan ready before the meeting starts.

Take-home income clarity

CPF contributions split out automatically, so clients see the real monthly cash behind every plan.

How it works

From first question to full plan in one meeting

01

Enter the essentials

Income, savings, expenses and CPF — five minutes with the client, in plain fields.

02

Watch the plan assemble

Projections, goals and runway render instantly — the dashboard does the maths while you keep talking.

03

Present and adjust live

Change one number and every chart updates in front of the client. "What if" becomes a feature, not homework.

Pricing

One plan. Every feature.

Start with 14 days free on either billing cycle. Your card isn't charged until day 15, and you can cancel anytime.

Monthly

$10/month

Billed monthly · cancel anytime

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  • Unlimited client profiles
  • 20-year cash & CPF projections
  • BTO & goal planning
  • Work-free runway mode
2 months free

Annual

$100/year

≈ $8.33/month · billed annually

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  • Everything in Monthly
  • Save 17% vs monthly billing
  • One invoice for the whole year
  • Same 14-day free trial

FAQ

Questions, answered

How does the 14-day free trial work?

You get full access from day one. Your card is only charged on day 15 — cancel before then from the billing portal and you pay nothing.

Is AdvisorLens really built for Singapore?

Yes — age-adjusted CPF contribution rates, OA interest, BTO downpayment structures (standard and staggered), HDB vs bank loan comparisons and stamp duty are all modelled natively.

Is my clients' data secure?

Every account's data is isolated, passwords are hashed with bcrypt, traffic is encrypted in transit, and payments are handled entirely by Stripe — we never see or store card numbers.

Can I use it live in client meetings?

That's exactly what it's for. Change an income, expense or goal mid-conversation and every chart and verdict updates instantly — clients see the impact of decisions as you discuss them.

Can I cancel anytime?

Yes. Cancel in one click from the billing portal — you keep access until the end of the period you've paid for, and you can resume just as easily.

Does it replace my CRM or compliance tools?

No — and it doesn't try to. AdvisorLens is the planning and presentation layer that sits beside your existing tools and makes the numbers conversation effortless.

Give every client a clearer tomorrow

Set up your first client plan in the time it takes to make coffee. Free for 14 days.

Start free 14-day trial

No charge until day 15 · Cancel anytime