From insurance and investment planning to comprehensive retirement and estate planning — so every part of your wealth is properly taken care of, for peace of mind.
Cloud syncOff — this device only
Device storage
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Clients
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Add Advisory Suite to your iPad Home Screen — tap Share, then Add to Home Screen — to open it full-screen and use it offline.
For consultant use only — not for public distribution. All figures are projected estimates for illustration only and are not guaranteed.
New client
Name and date of birth are shared across both toolkits. NRIC is optional.
Find a client
Import clients
Client pack
Assemble this client’s documents as a set.
Open each part, then Print / Save as PDF. Combine the PDFs in the Files app if you want a single document.