Advisor OS · Singapore
Four tools, pressed, mounted and honestly labelled.
An operating system for advisory work: one company, one standard, four tools — each with its own door and its own login.
Collected in the field · Labelled with real numbers only
The vine begins below
The cultivation
Built for financial advisers first — though three of the four suit any SME team with a calendar, a target and people.
What follows are the specimens themselves, in the order a career meets them.
Plate I
Examina praeparata†
Get licensed
Mock exams and chapter practice. Everything germinates from the licence; this is where the flora begins.
Open CMFAS Prep ↗Plate II
Taraxacum horarium†
Fill the calendar
Share a link; the calendar fills itself. The walkthrough at the foot of this folio is booked with it.
Open Pick a Time ↗Plate III
Malus assiduus†
Do the work
Trained like an espalier: five tiers, fruit where the work is. A corgi's mood follows your pipeline; we did not draw the corgi — it prefers the app.
Open ActivityTracker ↗Plate IV
Viola quadrilens†
Read the room
The only specimen permitted to flower in colour: one bloom, four lenses, eight minutes.
Open FourLens ↗† Binomial names are the collector's whimsy, not accepted taxonomy.
How they fit
The tools are planted separately and thrive separately. What they share is the company, the standard of build, and the order in which a career needs them.
i. sow
Pass the papers that permit the work. Nothing else matters until this does.
CMFAS Prep
ii. water
A booking link with real availability keeps the week supplied with conversations.
Pick a Time
iii. train
Log calls, appointments and closes in one tap; watch the funnel bear fruit.
ActivityTracker
iv. read
One assessment, four frameworks — for the people the work is done with.
FourLens
Plainly: the four products do not share one login or one account. Each has its own door. One company, one standard, four tools — that is the honest frame.
Cultivation notes
No. Each stands alone, with its own login and its own bill. What they share is the company behind them, the standard they are built to, and the order a career uses them in.
Yes — and they are the only numbers on this site. No customer counts, no testimonials, no star ratings. Where a figure appears on a specimen label, it is a fact about the product.
Financial advisers first — the set was grown for that career. Three of the four (Pick a Time, ActivityTracker, FourLens) transplant happily to any SME team with a calendar, a target and people.
CMFAS Prep from S$39.90 for one paper and one month, or S$89.90 for the bundle. Pick a Time is free, with Pro at US$9 a month. ActivityTracker from S$34 per consultant per month. FourLens is free.
The order a career runs: get licensed, fill the calendar, do the work, read the room. In practice, start wherever your week hurts most — the beds do not depend on each other.
Pick a slot and we walk you through whichever tools fit your team. Booking runs on Pick a Time — our own scheduler, doing its own job. Dogfooding is proof.
Open any tool yourself, or take the guided route — thirty minutes, your questions, our garden.
Book aScheduled on Pick a Time — our own booking tool, naturally.