Fact-finding that keeps up with the conversation.

A workspace for financial advisers to capture a household’s goals, protection needs and finances in the meeting, not after it.

• Type the way you talk

  “3.2k”, “36k a year”, “at 60”, “Mar 2036”: amounts and dates are understood as typed, and Enter moves on.

• Start from last year

  Reviews copy every answer forward and flag anything older than a year for a quick check.

• Show the working

  Stamp duty, CPF, tax and loan limits are worked out as you go, with the rule and its source one click away.