CASE NO. 04–SG · ADVISORY DIVISION · SINGAPORE
Advisor OS
An operating system for advisory work
Somewhere in this city a career is being built one appointment at a time. Four tools know how it happens. This is their file.
OPEN THE FILE ↓ACT I
Get licensed
“Nobody advises anybody in this town without a licence.”
EXHIBIT A
CMFAS Prep
Mock exams & chapter practice · CMFAS/SCI
- 3,684 practice questions on record
- 9 papers covered
- 104 quick-guide chapters
- Timed mock exams and chapter drills
Every advisor in this city started the same way: a silent hall, a clock, and nine papers between them and the work.
Open CMFAS Prep →ACT II
Fill the calendar
“A licence is worthless if the phone never rings.”
EXHIBIT B
Pick a Time
Booking pages with real availability
- Session types, set your terms
- Reminders, so nobody forgets
- Polls, when a group must agree
- Embeddable widget for any page
The calendar never fills itself. It fills when saying yes takes less effort than saying later.
Open Pick a Time →ACT III
Do the work
“Pipelines don’t lie. People just stop looking at them.”
EXHIBIT C
ActivityTracker
One-tap logging of the daily work
- Calls, appointments, closes — one tap each
- Funnel across 5 stages, 12 modules
- Goals, streaks, team leaderboard
- A corgi whose mood follows your pipeline
The board doesn’t care how the week felt. It shows what was logged — and the dog knows before you do.
Open ActivityTracker →ACT IV
Read the room
“Numbers close cases. People close deals.”
Exhibit photographs · four readings of the same suspect
EXHIBIT D
FourLens
One assessment, four frameworks
- 8 minutes · 48 items · one sitting
- Read through DISC, Big Five, 16-type, Enneagram
- Manager playbook per person
- Team map for the whole outfit
Four witnesses, one suspect, and for once every story lines up. That’s when you know how to run the interview.
Open FourLens →The pattern holds
Four products run in that order because a career runs in that order. Built for financial advisors first — and Pick a Time, ActivityTracker and FourLens fit any SME team with a calendar, a target and people.
One company, one standard, four tools. Each stands on its own; none needs the others to earn its keep.
The city doesn’t reward talent. It rewards sequence.
Loose ends
QUESTIONS ON FILE
Is this one platform with one login?
No, and we won’t pretend otherwise. Four separate products, four separate accounts. What they share is a maker and a standard — one company, one standard, four tools. Nothing is bundled that doesn’t need to be.
What does each one cost?
CMFAS Prep from S$39.90 for one paper, one month; the bundle is S$89.90. Pick a Time is free, with Pro at US$9/mo. ActivityTracker from S$34 per consultant per month. FourLens is free.
Those are the only numbers on file. No invented customer counts, no borrowed logos.
Only for financial advisors?
CMFAS Prep is squarely for Singapore’s CMFAS/SCI papers. The other three — booking, activity logging, personality reads — work for any small team that keeps a calendar, chases a target and manages people.
What happens on a walkthrough?
A short guided look at whichever tools fit your outfit, questions answered straight. You book it through Pick a Time — our own scheduler. If the booking page is any good, that’s the first proof.
Where does the data live?
Each product keeps its own records under its own account — nothing is pooled across the four. Close an account and its file closes with it.
Licensed. Booked. Logged. Read. This file goes in the drawer — yours is still open, and the sign outside is still on.
Book a walkthroughBooked on Pick a Time — our own scheduler. Dogfooding is evidence.