Advisor OS · Singapore · Trailhead, 0 m
One mountain.
Four camps.
Climb into light.
Advisor OS is an operating system for advisory work: four tools, one per function of an advisory business, in the order a career actually runs. Get licensed. Fill the calendar. Do the work. Read the room.
↓ Begin ascent — down is up, here
Expedition · Route plate
- Camp ICMFAS Prep1,000 m
- Camp IIPick a Time1,800 m
- Camp IIIActivityTracker2,600 m
- Camp IVFourLens3,400 m
Summit · Book a walkthrough4,000 m
Expedition brief
Built for financial advisors first. Three of the four camps — Pick a Time, ActivityTracker and FourLens — fit any SME team with a calendar, a target and people. Four separate tools, four separate logins. One company, one standard. No platform account is implied, because none exists.
Camp I · 1,000 m
CMFAS Prep
Get licensed
From S$39.90 one paper · 1 month
Bundle S$89.90
Every ascent begins with paperwork. CMFAS Prep drills Singapore's licensing papers until the real exam feels like a rehearsal — mock exams under timed conditions, chapter practice for the weak spots.
Camp manifest
- 013,684 practice questions
- 029 CMFAS / SCI papers covered
- 03104 quick-guide chapters
- 04Full mock exams and per-chapter practice modes
Camp II · 1,800 m
Pick a Time
Fill the calendar
Free
Pro US$9 per month
A licence without meetings is a laminated card. Pick a Time turns real availability into booking pages clients actually use — no back-and-forth, no double-booked Tuesdays.
Camp manifest
- 01Booking pages built on real availability
- 02Session types for different kinds of meetings
- 03Reminders that cut no-shows
- 04Polls for finding a time across a group
- 05Embeddable widget for your own site
Camp III · 2,600 m
ActivityTracker
Do the work
From S$34 per consultant · month
This is the working altitude — the long middle of the climb where habits decide everything. ActivityTracker logs the work as it happens: one tap for a call, an appointment, a close — and shows the funnel it all feeds.
Camp manifest
- 01One-tap logging — calls, appointments, closes
- 02A 5-stage funnel, from first contact to close
- 03Goals, streaks and a team leaderboard
- 0412 modules across the day-to-day of advisory work
- 05A corgi whose mood follows your pipeline
The light changes here — and so does the text. One flip, one boundary. Thin air ahead.
Above the snowline the questions get human. FourLens reads one 8-minute, 48-item assessment through four frameworks, so managers stop guessing what their people need.
Camp manifest
- 0148 items, 8 minutes, one sitting
- 02Four frameworks: DISC, Big Five, 16-type, Enneagram
- 03A manager playbook per person
- 04A team map of the whole rope party
Route notes
Read before you rope up
▸Do the four tools share one account?
No. Four separate tools, four separate logins. One company, one standard. We would rather say that plainly than imply a platform that doesn't exist.
▸Do I need all four?
No — each stands alone. The order is career order, not a bundle: start at whichever camp matches where you are. Already licensed? Skip straight to Camp II.
▸Is this only for financial advisors?
Built for them first. CMFAS Prep is specific to Singapore licensing, but Pick a Time, ActivityTracker and FourLens fit any SME team with a calendar, a target and people.
▸What does the whole route cost?
CMFAS Prep from S$39.90 for one paper (1 month), or S$89.90 for the bundle. Pick a Time is free, Pro at US$9/month. ActivityTracker from S$34 per consultant per month. FourLens is free.
▸What happens in a walkthrough?
Thirty-ish minutes, your questions, our screens. You book it through Pick a Time — our own scheduler. Using our own gear on our own mountain is part of the proof.
▸Why a mountain?
Because a career has an order and an incline. The altitudes are the only invented numbers on this page — every other figure is real.
Summit
4,000 m · flag planted
The view from up here: licensed, booked, working, understood. That's the whole route. Walk it in order, or start at your camp — either way, the mountain is open.
Booked with Pick a Time — our own scheduler. Dogfooding is proof.