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ADVISOR OS

An operating system for advisory work · Singapore

A career,
as a day.

Advisor OS makes four tools for advisory work, in the order the work arrives. Get licensed in the morning of a career. Fill the calendar. Do the work. By evening, read the room. One company, one standard, four tools — each with its own door.

Scroll — the sun keeps the time

Indigo ink-wash mountains on washi paper; a small vermilion sun low on the horizon.

Morning · Get licensed

CMFAS Prep

Every advisory career in Singapore begins the same way: pass the papers. CMFAS Prep drills the CMFAS and SCI syllabus with mock exams and chapter practice — question by question, until the morning you walk in ready.

3,684 practice questions · 9 papers · 104 quick-guide chapters

From S$39.90 — one paper, one month. Bundle S$89.90.

Open CMFAS Prep ↗

Midday · Fill the calendar

Pick a Time

A licence earns you the right to be busy. Pick a Time gives clients a booking page with your real availability — session types, reminders, polls, and a widget that sits in any site — so the calendar fills without the back-and-forth.

Booking pages · session types · reminders · polls · embeddable widget

Free. Pro US$9 a month.

Open Pick a Time ↗

Afternoon · Do the work

ActivityTracker

The middle of the day is calls made, appointments kept, closes counted. ActivityTracker logs each in one tap and turns the tally into funnel, goals, streaks and a leaderboard — with a corgi whose mood follows your pipeline.

One-tap logging · 12 modules · 5 funnel stages

From S$34 per consultant, per month.

Open ActivityTracker ↗

Evening · Read the room

FourLens

Evening is when the day gets read. FourLens takes one 8-minute, 48-item assessment and reads it through four frameworks — DISC, Big Five, 16-type, Enneagram — then hands the manager a playbook and the team a map.

8 minutes · 48 items · 4 frameworks · manager playbook · team map

Free.

Open FourLens ↗

How the four fit

One standard, four doors.

Advisor OS is one company and one standard, not one platform. The four products are separate — separate sites, separate accounts, no shared login — because a prep course, a booking page, an activity log and an assessment each deserve a door of their own. What they share is the order a career runs. Built for financial advisors first; three of the four fit any SME team with a calendar, a target and people.

get licensed ・ 二 fill the calendar ・ 三 do the work ・ 四 read the room

Plain answers

Is there one account for all four?
No. Each product stands alone, with its own sign-up and its own pricing. One company, one standard, four tools.
What does it cost to start?
FourLens is free. Pick a Time is free, with Pro at US$9 a month. CMFAS Prep starts at S$39.90 for one paper and one month, bundle S$89.90. ActivityTracker starts at S$34 per consultant, per month.
Who is it for?
Financial advisors first — CMFAS Prep is for Singapore's licensing papers. Pick a Time, ActivityTracker and FourLens fit any SME team with a calendar, a target and people.
Can we see it before deciding?
Open any product above, or book a walkthrough below. Walkthroughs are scheduled with Pick a Time — our own booking tool, doing its own job.

Evening

Begin in order.

Open a product and start now, or book a walkthrough and we will take you through all four — licence to insight.

Book a walkthrough

Scheduled with Pick a Time — our own scheduler.