— Asia's Best Financial Planning Software
Welcome to your
Every advisor deserves a better platform to simulate, simplify and summarize the task of financial planning!
— Asia's Best Financial Planning Software
Welcome to your
Every advisor deserves a better platform to simulate, simplify and summarize the task of financial planning!
With our cloud based approach to financial planning, you can now engage and deliver better presentations virtually through our platform.
0% Training Required
Designed with ease of use and navigation
Senior Financial Consultant
As a financial planner, I've tried various traditional financial planning softwares and FinancialRuler stood out the most to me because it's just so quick and easy to use and the capabilities for this software is endless!
The Ideal Fintech Solution
for every advisor out there!
0% Training Required
Designed with ease of use and navigation
Senior Financial Consultant
As a financial planner, I've tried various traditional financial planning softwares and FinancialRuler stood out the most to me because it's just so quick and easy to use and the capabilities for this software is endless!
Endless capabilities Easy to use
The Ideal Fintech Solution for every advisor out there!
One Seamless Experience
Financial Advisor
The best part about using this software is that it allows me to use it on any device so I can always switch to either my ipad or desktop whenever necesssary, or I can also use multiple devices to log into my account at the same time.
Simultaneous Use on Multiple Devices.
Maximize the use of our platform on all your devices. Experience optimal productivity anywhere, anytime!
Get Started
With Our Intiuitive CRM
Never miss out on any important dates again...
Amanda Teo
Wealth Planning Consultant
This birthday reminder feature has really helped me get closer to my clients in as I manage to achieve my targeted GR by securing more policies with my existing and new clients this year ()
96% of customers reported increased loyalty after receiving a birthday message
"I saw a significant reduction in time spent after switching from spreadsheets to FinancialRuler"
~ Kelly Oei, Senior Financial Consultant
Get in touch with our sales team today to get a live demo tour of our product.
Are You Still
Using a Physical Business Card?
1.85 million tones of paper waste are generated each year. Go Green with a digital business card.
Eco-friendly feature
Get ahead of the trend with your own digital namecard!
Just Scan — Link — Forward your contact details to your prospects / clients digitally or in-person!
Eco-friendly feature
Get ahead of the trend with your own digital namecard!
Just Scan — Link — Forward your contact details to your prospects / clients digitally or in-person!
Our suite of automation methologies, reliable augmented intelligence and data solutions make advisors smarter in tackling specific business challenges.
Extensive Security System
To safeguard all your sensitive data
To safeguard all your sensitive data
Amazon Webservices
Using a suite of tools from Amazon Web Services ( AWS ), various layers of protection are implemented such that your sensitive data are protected against non-authorized personnel or 3rd party web applications.
Amazon Webservices
Using a suite of tools from Amazon Web Services ( AWS ), various layers of protection are implemented such that your sensitive data are protected against non-authorized personnel or 3rd party web applications.
Amazon GuardDuty
Amazon GuardDuty uses machine learning enriched by threat intelligence to highlight malicious activities that might be threatening.
"I feel secured when using FinancialRuler as all my clients' data are encrypted on the platform...."
Jeremy Ong
Financial Services Director
Get in touch with our sales team today to get a live demo tour of our product.
We Are { API } Ready
< Whenever You Are >We Are { API } Ready
< Whenever You Are >Get financial data from anywhere in the world. Provide your customers with financial data promptly and accurately.
Creating an efficient social environment
where financial activities takes place
Client appointments made easy with integrated schedulers
Enhance the level of social connectivity with your clients online with our platform
Increase the level of social branding with your clients online with our platform
"My clients and I thoroughly enjoy using FinancialRuler to provide an in-depth yet simplistic approach to financial planning"
Financial Advisor
"Wow, I find that FinancialRuler is able to create an environment that enhance a 2-way trust with my client"
Financial Consultant Director
"Shortened the my preparation time for meeting with clients, providing more robust financial planning and also concrete outcomes"
Manager
"FinancialRuler opens doors for deeper conversation as it unearths most if not all aspects of my my client's expenditure and raise awareness of the situation"
Manager
"I like that I have all my client's information at my fingertips. Every expenses can be viewed as a snapshot which is great for clients"
Snr. Financial Consultant
Get 80% OFF with Digital Acceleration Grant
Funding only applicable for eligible financial institutions
Fill in the following form and learn how you can scale up your business and efficiency levels with FinancialRuler.
Have more questions? We are happy to talk to you.