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ADVISOR*OS

AN OPERATING SYSTEM FOR ADVISORY WORK

Four tools, one per function of an advisory business — built in Singapore for financial advisors, and three of the four fit any team with a calendar, a target and people. Careers are games of consistency. This one has levels.

▶ SELECT LEVEL BOOK A WALKTHROUGH
CMFAS PREP PICK A TIME ACTIVITYTRACKER FOURLENS

PLAYER 1 — CHOOSE YOUR CAREER STAGE

SELECT YOUR CARTRIDGE

Four products, in the order a career actually runs. Every number below is the real one.

ITEM CLASS · UNCOMMON
LEVEL 1 GET LICENSED

CMFAS PREP

The licence exam is the tutorial you cannot skip. Mock exams and chapter-by-chapter practice for Singapore's CMFAS and SCI papers, with explanations written to be revised from, not just marked against.

PRACTICE QUESTIONS3,684
PAPERS COVERED9
QUICK-GUIDE CHAPTERS104
FROM S$39.90ONE PAPER · ONE MONTH S$89.90BUNDLE
▶ PLAY NOW cmfas-exams-prep.com
ITEM CLASS · RARE
LEVEL 2 FILL THE CALENDAR

PICK A TIME

A licence without appointments is a very expensive bookmark. Booking pages that tell the truth about your availability, and a widget that embeds anywhere you can paste HTML.

  • BOOKING PAGES
  • SESSION TYPES
  • REMINDERS
  • GROUP POLLS
  • EMBED WIDGET
FREECORE US$9/MOPRO
▶ PLAY NOW pick-a-time.com
ITEM CLASS · LEGENDARY
LEVEL 3 DO THE WORK — THE GRIND

ACTIVITYTRACKER

The longest level, and the one that decides the run. One tap logs a call, an appointment, a close. The funnel, goals, streaks and leaderboard do the maths — and a corgi's mood follows your pipeline.

MODULES12
FUNNEL STAGES5

CALLS · APPOINTMENTS · CLOSES · GOALS · STREAKS · LEADERBOARD

FROM S$34PER CONSULTANT · MONTH
▶ PLAY NOW activity-tracker.io

The corgi is real. It ships with ActivityTracker; its mood follows your funnel. Click the screen to pet it — pets are logged in one tap, like everything else.

ITEM CLASS · EPIC
FINAL BOSS READ THE ROOM

FOURLENS

The boss fight was people all along. One assessment, read through four frameworks — DISC, Big Five, 16-type and Enneagram — with a manager playbook and a team map for the humans you now lead.

MINUTES8
ASSESSMENT ITEMS48
FRAMEWORKS4
FREENO CATCH
▶ PLAY NOW fourlens.vercel.app

WORLD MAP

A CAREER RUNS IN THIS ORDER

So the products do too. Start at the level you are actually on — nothing upstream is a prerequisite for buying anything downstream.

01GET LICENSED
02FILL THE CALENDAR
03DO THE WORK
BREAD THE ROOM

FOUR CARTRIDGES, NO SHARED CONSOLE

The four products don't share one login, and we won't pretend otherwise. One company, one standard, four tools — each stands alone, so you buy the level you're on and nothing else.

NOT ONLY FOR ADVISORS

CMFAS Prep exists for Singapore's licensing exams. The other three — Pick a Time, ActivityTracker and FourLens — fit any SME team with a calendar, a target and people.

COIN SLOT

WHAT EACH LEVEL COSTS

CMFAS PREPMock exams + chapter practice, 9 papersFROM S$39.90one paper, 1 month · bundle S$89.90
PICK A TIMEBooking pages, polls, embeddable widgetFREEPro US$9/mo
ACTIVITYTRACKER12 modules, 5 funnel stages, one corgiFROM S$34per consultant / month
FOURLENS48 items, 4 frameworks, team mapFREEreally

Prices as listed on each product's own site. No platform fee, because there is no platform — see the FAQ.

DIALOGUE

SELECT YOUR QUESTION

IS THIS ONE PLATFORM WITH ONE LOGIN?

No. Advisor OS is one company and one standard, not one account. Each product is its own tool with its own sign-in. Cartridges, not a console subscription.

WHERE DO I START?

Wherever your career is. Not licensed yet — CMFAS Prep. Licensed with a thin diary — Pick a Time. Busy but unmeasured — ActivityTracker. Leading people — FourLens.

WHAT DOES IT COST?

CMFAS Prep from S$39.90 (one paper, one month) or S$89.90 for the bundle. Pick a Time is free, Pro is US$9 a month. ActivityTracker from S$34 per consultant per month. FourLens is free.

DO I NEED TO BE A FINANCIAL ADVISOR?

Only for CMFAS Prep, which exists for Singapore's licensing papers. The other three work for any team that keeps a calendar, chases a target and contains people.

WHAT'S WITH THE CORGI?

ActivityTracker ships with a corgi whose mood follows your pipeline. It is the only member of the team allowed on the marketing site, and it knows an old cheat code.

CAN I SEE IT WORKING BEFORE PAYING?

Two of the four are free, so yes — immediately. For the rest, book a walkthrough. The booking runs on Pick a Time, our own scheduler, doing its own job.

CONTINUE?

Careers are games of consistency. The save point is a 30-minute walkthrough of whichever level you're on.

▶ PRESS START — BOOK A WALKTHROUGH

Booked with Pick a Time — our own scheduler. Dogfooding is the demo.

OPEN CMFAS PREP OPEN PICK A TIME OPEN ACTIVITYTRACKER OPEN FOURLENS