Meet Mark, an experienced financial advisor and all his frustrations
What makes us unique
Your complete financial picture at a glimpse - view your cash flow, income , assets, insurance and retirement information all in one platform.
Data management solution to store, manage and track your documents and correspondents - keep track of your data anytime anywhere.
FinancialRuler aggregates external public information for your personal use; an experience that is personal and engaging.
FinancialRuler empowers your client by providing transparency to take control of their own financial data in documents (eg: insurance review, tax review), helping build a strong rapport and trust with your client.
Leave the number crunching to us! Let FinancialRuler convert your complex data into easy-to-view reports, charts and graphs.
Let FinancialRuler take care of tedious tasks for you through integrated technologies in the platform like data aggregation, augmented intelligence and automated document completion tools. Save time managing fragmented data and increase productivity.
Navigate through our platform with ease and without any training, FinancialRuler is an easy to use software and enables financial advisors to confidently adopt it in their daily operations
What are the costs for purchasing property
Find out All the costs of your property
Find out All the costs of your property
Plan for your mortgage with our data
Plan for your mortgage with our data
Simply key in your data and let us crunch the numbers
Simply key in your data and let us crunch the numbers
— David Gerald
President & CEO
Security Investor Association ( Singapore )
— Jason L.
Financial Advisor
— William Seah
Financial Advisor
Better financials, better lifestyle
Have more questions? We are happy to talk to you.