The solution to your financial needs
Intelligent · Innovative · Integrated
Comprehensive integrated system to simplify and organise your financial planning
Cutting-edge products for financial planning
Practical, easy-to-use and customised for financial planning industry.
KYC
CRM
Performance
Autobot
Mobile
Canned
Response
Commission
Elearning
InsureFirst
See how KYC works
Learn more
Field-proven metrics
Everything you need to convert, engage, and retain more users.
300+
Users
20
Platforms developed
$10k
Manhour saved per month
Take your financial planning industry to next level
Our fintech is practical, easy-to-use and customised for the financial planning industry. To top it all, we seamlessly weave multiple functions into one intelligent, innovative, and integrated solution, so that you can do what you do, in a convenient and efficient manner.
Secure and Efficient
Ensure trust and security with KYC. Verify customer identity to prevent fraud and comply with regulations
No more manual entry
All of our processes are done digitally, approve anywhere, and revolutionizing the FA industry at the same time.
Get reliable data faster
Experience the enhanced efficiency and heightened security of data retrieval through seamless integration with Myinfo.
End-to-end process
Seamlessly navigate from financial planning to active policy management with a comprehensive financial health dashboard
Securing your journey
Encryption is our priority. Experience peace of mind with our robust protection measures.
Reset password
Email alert for password reset with instant account deactivation link.
2FA
Accounts secured with 2FA for extra login protection.
Single session
Enable Single Session for automatic logouts on other devices.
Session inactivity
Auto log-out after inactivity enhances account security against unauthorized access.
Regular VAPT
Regular VAPT ensures system security using experts, tools, and measures.
Code analysis
Regular automated scans find and fix security vulnerabilities effectively.
ISO 27001
ISO 27001 certified for utmost security and privacy compliance.
Rest encryption
Strong encryption, strict access control, and vigilant monitoring ensure security.