Advisor OS · Singapore · a chart of four tools
VOYAGE
or, A Coastal Passage in Four Harbours
An operating system for advisory work. Four live products, plotted in the order a career runs: get licensed, fill the calendar, do the work, read the room. One company, one standard, four tools — each its own harbour, with its own harbourmaster.
SURVEYED AT SINGAPORE · 1°17′ N, 103°51′ E · DEPTHS SHOWN ARE REAL PRODUCT FIGURES
CHART LEGEND
- The plotted passage — your career order
- Anchorage — one product, one port of call
- Hbr Lt — CMFAS Prep, teal
- Hbr Lt — Pick a Time, blue
- Hbr Lt — ActivityTracker, orange
- Hbr Lt — FourLens, violet
- 3684Depth sounding — decorative, every figure real
- ⚓No shared login — four separate accounts
HBR I — Licence Roads · first port of call
CMFAS PrepHbr Lt · Fl.
“Every passage clears customs before it clears the heads.”
Get licensed. Mock exams and chapter practice for Singapore’s CMFAS and SCI papers — the paperwork before the passage.
- Holding ground — 3,684 practice questions of it, across 9 papers.
- Approach — work the 104 quick-guide chapters, then run full mock exams under time.
- Caution — depths shoal quickly near exam day; sound your weak chapters first.
one paper · 1 month
bundle S$89.90
HBR II — Calendar Sound · second port of call
Pick a TimeHbr Lt · Fl.
“A harbour earns its keep by what it berths.”
Fill the calendar. Booking pages that show real availability, so prospects moor themselves.
- Berths — session types for every kind of meeting, each with its own rules.
- Signals — reminders cut no-shows; polls settle a time for any group.
- Moorings — an embeddable widget puts the booking page on any site.
The walkthroughs on this very chart are booked through it.
Pro US$9/mo
HBR III — Pipeline Reach · third port of call
ActivityTrackerHbr Lt · Fl.
“Log the day’s run before the wind changes.”
Do the work. One-tap logging of calls, appointments and closes — the ship’s log of an advisory practice.
- The log — 12 modules over a 5-stage funnel, with goals, streaks and a leaderboard.
- Watchkeeping — one tap per activity; the funnel shows where the current runs.
- Ship’s dog — a corgi stands watch, and its mood follows your pipeline.
per consultant
per month
HBR IV — Crew Haven · fourth port of call
FourLensHbr Lt · Fl.
“Know your crew before the weather asks you to.”
Read the room. One short assessment, read through four frameworks at once.
- The sounding — 8 minutes, 48 items, taken once.
- Four glasses — DISC, Big Five, 16-type and Enneagram readings from the same answers.
- The muster — a manager playbook and a team map for the whole crew.
How the four fit
The Passage Plan
The route runs in this order because a career does: you cannot fill a calendar without a licence, cannot log work that was never booked, and read the room best once there is a room to read.
CMFAS Prep is built for Singapore’s financial advisors. The other three harbours take all flags — any SME crew with a calendar, a target and people can put in.
To be plain about the rigging: the four tools do not share a login. Each stands alone with its own account. What they share is a company, a standard, and this order.
I LICENCE ROADS → II CALENDAR SOUND → III PIPELINE REACH → IV CREW HAVEN
| Harbour | Dues |
|---|---|
| CMFAS Prep | from S$39.90 · bundle S$89.90 |
| Pick a Time | free · Pro US$9/mo |
| ActivityTracker | from S$34/consultant/mo |
| FourLens | free |
Frequently signalled questions
Notices to Mariners
N° 1Is this one platform with one account?+
No. Four separate products, four separate accounts. We would rather tell you that on the chart than let you find a reef. What is shared is the company behind them and the standard they are built to.
N° 2Who is the passage charted for?+
Financial advisors first — CMFAS Prep exists only for Singapore’s CMFAS and SCI papers. Pick a Time, ActivityTracker and FourLens serve any SME team with a calendar, a target and people.
N° 3What do the harbours charge?+
CMFAS Prep from S$39.90 for one paper for one month, or S$89.90 for the bundle. Pick a Time is free, with a Pro plan at US$9 a month. ActivityTracker from S$34 per consultant per month. FourLens is free.
N° 4Can I sail before I pay?+
Two harbours charge no dues at all: Pick a Time and FourLens. Open them today and use them. The paid pair start small — one paper, one consultant — so the first leg costs little.
N° 5How do I get a guided tour?+
Book a walkthrough. The booking runs on Pick a Time — our own scheduler, used for our own harbour. If the booking page convinces you, that is the product working.
Make the light.
The plotted passage ends here. Yours is just leaving harbour.
Walkthroughs are booked with Pick a Time — the same scheduler we ship.