One company · one standard · four tools

An operating system for advisory work.

Advisor OS is a small software company in Singapore that builds four tools — one per function of an advisory practice, posted in the order a career actually runs. Built for financial advisors first. No shared login, no forced bundle: each entry keeps its own books.

Book a walkthrough Runs on Pick a Time — our own scheduler.

FOLIO 01

The ledger.

Debit what it costs · credit what it adds

Stage one — get licensed

CMFAS Prep LIVE

Mock exams and chapter practice for Singapore’s CMFAS and SCI papers. Drill by paper or by chapter until the real thing feels like revision.

Open CMFAS Prep ↗cmfas-exams-prep.com

Debit

S$39.90

one paper · one month

S$89.90

the bundle

Credit

3,684 practice questions

9 papers covered

104 quick-guide chapters

Balance carried forward

A licence.

c/f ↓

Stage two — fill the calendar

Pick a Time LIVE

Booking pages that publish your real availability — session types, reminders, polls, and a widget that embeds wherever your clients already are.

Open Pick a Time ↗pick-a-time.com

Debit

0.00

free plan

US$9/mo

Pro

Credit

booking pages · session types

reminders · availability polls

embeddable widget

Balance carried forward

A licence; a filled calendar.

c/f ↓

Stage three — do the work

ActivityTracker LIVE

One-tap logging of calls, appointments and closes. Funnel, goals, streaks, leaderboard — and a corgi whose mood follows your pipeline.

Open ActivityTracker ↗activity-tracker.io

Debit

S$34

from · per consultant / month

Credit

12 modules

5 funnel stages

1 corgi, pipeline-indexed

Balance carried forward

Licence; calendar; the work on record.

c/f ↓

Stage four — read the room

FourLens LIVE

One assessment, read four ways — DISC, Big Five, 16-type, Enneagram — with a manager playbook and a map of the whole team.

Open FourLens ↗fourlens.vercel.app

Debit

0.00

the whole assessment

NO CHARGE

Credit

48 items · 8 minutes

4 frameworks, one read

playbook · team map

Balance carried forward

A practice in working order.

c/f ↓

Balance carried forward

Debit total

—

tariffs vary by seat & term — see Note 03

Closing balance

A practice in working order.

Trial balancefigures as published — nothing invented

3,684

practice questions

CMFAS papers

104

quick-guide chapters

activity modules

funnel stages

assessment items

frameworks, one read

8′

minutes to finish

FOLIO 02

Why this order.

A career, posted line by line

One company, one standard, four tools.

— the honest frame. Four separate books, one way of keeping them.

They run in this order because a career runs in this order. You get licensed before you may advise. You fill a calendar before you can work it. You do the work before there is anything worth measuring. You read the room once there is a team worth reading.

Each tool keeps its own books — its own account, its own tariff, its own front door. Nothing rides on a platform fee and nothing waits behind a bundle. Open the entry your desk needs this quarter; the others will still balance without you.

FOLIO 03

Notes to the accounts.

The questions we actually get

NOTE 01

Do the four tools share one login?

No — and by design. Each product keeps its own account, its own data and its own front door. Buy one, use one, mix as you like. The promise is one company and one standard of build — not one platform.

NOTE 02

Who is this for?

Financial advisors first; the four entries follow an advisor’s career. Three of the four — Pick a Time, ActivityTracker and FourLens — fit any SME team with a calendar, a target and people. CMFAS Prep is for Singapore’s CMFAS papers, full stop.

NOTE 03

What does it all cost?

CMFAS Prep — one paper, one monthS$39.90
CMFAS Prep — the bundleS$89.90
Pick a Time — booking pagesFree
Pick a Time — ProUS$9/mo
ActivityTracker — per consultant, monthlyfrom S$34
FourLens — the whole assessmentFree

Figures as published on each product site. There is no platform fee, because there is no platform.

NOTE 04

Is the corgi strictly necessary?

Strictly, no. But its mood follows your pipeline, and a quiet week looks much quieter when the dog is sad. Some ledgers motivate; this one has ears.

NOTE 05

What does “Book a walkthrough” actually book?

A guided pass through whichever tools fit your team, scheduled on Pick a Time — our own product, session types and reminders included. If the booking feels right, that is the first demo working.

FOLIO 04

Closing balance.

Rule off · carry forward

Start at the entry your practice needs.

Self-serve from any line of the ledger, or ask us to walk the whole book with you. The book stays open either way.

Book a walkthrough Booked on Pick a Time — our own scheduler. Dogfooding is the proof.

errors & omissions excepted E. & O. E.