PCB NO. AOS-2026 · REV 9 · “VOLTA”
Advisor
OS
An operating system for advisory work.
FOUR COMPONENTS ON ONE BOARD. ONE SIGNAL PATH, ROUTED IN CAREER ORDER.
FOLLOW THE TRACE ▾
NET: CAREER_MAIN · 4 NODES
The signal path
NODE 1
Get licensed
CMFAS Prep
NODE 2
Fill the calendar
Pick a Time
NODE 3
Do the work
ActivityTracker
NODE 4
Read the room
FourLens
A career runs in this order, so the board is routed in this order. Built for financial advisors first — and three of the four run just as well for any SME team with a calendar, a target and people.
U1 · NODE 1 / 4 · GET LICENSED
AOS-01 · LICENCE CONTROLLER · 3,684-Q ROM
CMFAS Prep
FN: Get licensed
The boot sequence of a Singapore advisory career. Timed mock exams and chapter practice for the CMFAS and SCI papers — sit the paper before you sit the paper.
- PIN 1 Mock exams full-length, timed
- PIN 2 Chapter practice drill by topic
- PIN 3 Quick guides 104 chapters
- PIN 4 Paper coverage 9 papers
- PIN 5 Question ROM 3,684 items
Square wave: pass / fail is binary. Preparation isn’t.
U2 · NODE 2 / 4 · FILL THE CALENDAR
AOS-02 · SCHEDULING OSCILLATOR · CONT. DUTY
Pick a Time
FN: Fill the calendar
A steady clock for client bookings. Pages that show real availability, so the back-and-forth stops and the calendar fills itself.
- PIN 1 Booking pages share one link
- PIN 2 Real availability live, not guessed
- PIN 3 Session types per meeting kind
- PIN 4 Reminders fewer no-shows
- PIN 5 Polls group scheduling
- PIN 6 Embed widget any site
Sine wave: a calendar that oscillates on schedule.
U3 · NODE 3 / 4 · DO THE WORK
AOS-03 · ACTIVITY PROCESSOR · 12-CH
ActivityTracker
FN: Do the work
The working core of the board. One-tap logging of calls, appointments and closes, read back as a funnel — plus a corgi whose mood follows your pipeline.
- PIN 1 One-tap logging calls / appts / closes
- PIN 2 Funnel 5 stages
- PIN 3 Goals targets that track
- PIN 4 Streaks consistency counter
- PIN 5 Leaderboard team-wide
- PIN 6 Corgi mood ∝ pipeline
Pulse train: every spike is a logged activity.
U4 · NODE 4 / 4 · READ THE ROOM
AOS-04 · PERSONA DECODER · 4-LENS
FourLens
FN: Read the room
Signal analysis for people. One 8-minute, 48-item assessment, decoded through four frameworks at once — then turned into a manager playbook and a team map.
- PIN 1 Assessment 48 items · 8 min
- PIN 2 DISC lens 1
- PIN 3 Big Five lens 2
- PIN 4 16-type lens 3
- PIN 5 Enneagram lens 4
- PIN 6 Manager playbook per person
- PIN 7 Team map whole room
Four channels, one person. Same signal, four reads.
DATASHEET §7 · ERRATA & APPLICATION NOTES
Errata
ERRATUM 001
Independent supplies — by design
The four tools do not share one login. Each runs on its own supply rail, with its own account. There is no unified platform sign-in, and we won’t pretend otherwise. One company, one standard, four tools — components, not a monolith.
ERRATUM 002
Prices printed on the package
CMFAS Prep from S$39.90 (one paper, one month; all-paper bundle S$89.90). Pick a Time free, Pro US$9/mo. ActivityTracker from S$34 per consultant per month. FourLens free. No rails hidden under the solder mask.
ERRATUM 003
Rated load
Designed for financial advisors first. Three of the four — Pick a Time, ActivityTracker and FourLens — operate within spec for any SME team with a calendar, a target and people. CMFAS Prep is Singapore-licensing specific by definition.
ERRATUM 004
Self-test passes
The “book a walkthrough” pad below runs on Pick a Time — our own scheduler, scheduling us. If a component can’t carry its own signal, it doesn’t ship.
ERRATUM 005
No synthetic telemetry
No invented customer counts, no testimonials, no badge wall. The only numbers on this board are the ones printed on the parts: 3,684 questions, 9 papers, 104 chapters, 12 modules, 5 funnel stages, 48 items, 4 frameworks, 8 minutes.
TEST POINTS · PROBE HERE
Put a probe on it
Guided tour of all four tools, 30 minutes. Booked on Pick a Time — our own scheduler. Dogfooding is proof.
Or go self-serve · direct to each part