Asia's Best Financial Planning Software

Welcome to your

workspace

Every advisor deserves a better platform to simulate, simplify and summarize the task of financial planning!

Augmented Intelligence for Personal Finance
Quick Data Aggregation For All Financial Data
Stronger Social Connectivity with Clients Virtually
Trusted By

Professional Advisors

from top companies in Singapore & Malaysia
Our Built-In Features

A Suite of Integrated Solutions

0% Training Required
Designed with ease of use and navigation
Cindy Tan

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!

Easy to use Endless capabilities

The Ideal Fintech Solution
for every advisor out there!

Simultaneous Use on Multiple Devices.

One Seamless Experience!

Maximize the use of our platform on all your devices. Experience optimal productivity anywhere, anytime!

Stay In Control With Reminders & Notifications

Never miss out on any important dates again...

Interested To Find Out More?

Get in touch with our sales team today to get a live demo tour of our product.

Request A Demo Let's Talk

Flexible Platform

Work Remotely In Your Digital Workspace

With our cloud based approach to financial planning, you can now engage and deliver better presentations virtually through our platform.

Use of Augmented Intelligence *

Get A Smarter Overview of All Aggregated Data

Our suite of automation methologies, reliable augmented intelligence and data solutions make advisors smarter in tackling specific business challenges.

Use of Augmented Intelligence *

Get A Smarter Overview of All Aggregated Data

Our suite of automation methologies, reliable augmented intelligence and data solutions make advisors smarter in tackling specific business challenges.

Augmented intelligence is a design pattern for human-centric partnership model of people and artificial intelligence (AI) working together to enhance cognitive performance, including learning, decision making and creating new experiences.

"I saw a significant reduction in time spent after switching from spreadsheets to FinancialRuler"

~ Kelly Oei, Senior Financial Consultant

  • Need a quicker way to compute your clients' financial data?
    Let FinancialRuler help you get the task done within minutes!
  • Get instant access to your client's financial data anytime, anywhere via our cloud-based aggregation system.
  • Want to further streamline your work processes? You don't have to track your clients' financial data through spreadsheets and paper documents anymore. Revisit the data on FinancialRuler whenever necessary and simply just upload your clients' new data onto the platform. It's really just that simple!
  • Find it difficult to track all your clients' policies timely? Receive immediate notifications daily when your clients' policies are about to be renewed, expired or matured.
  • Can FinancialRuller account for any of your clients' past records?
    Yes, we can. Just import your clients' spreadsheet onto our platform and we will do the computation for you!.

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

Impress Clients

With Your New Digital Business Card

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

Impress Clients

With Your New Digital Business Card

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!

10X More Engagement

With FinancialRuler CRM

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

Forge Stronger Relationships
With Your Clients And Prospects

With Our Intiuitive CRM

View Birthday Greeting Feature View Birthday Greeting Feature

Extensive Security System

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 Consultant Director

Interested To Find Out More?

Get in touch with our sales team today to get a live demo tour of our product.

Request A Demo Let's Talk

We Are API Ready

Save Time

Wherever You Are
Get financial data from anywhere in the world. Provide your customers with financial data promptly and accurately.
We Are API Ready

Save Time

Wherever You Are

Get financial data from anywhere in the world. Provide your customers with financial data promptly and accurately.

Additional
Integrations

Creating an efficient social environment
where financial activities takes place

Schedulers

Client appointments made easy with integrated schedulers

Communication

Enhance the level of social connectivity with your clients online with our platform

Screenshots

Video Testimonials

Why Professionals Love Us

"My clients and I thoroughly enjoy using FinancialRuler to provide an in-depth yet simplistic approach to financial planning"

Darren Fang

Financial Advisor

"Wow, I find that FinancialRuler is able to create an environment that enhance a 2-way trust with my client"

Edmund Yeo

Financial Consultant Director

"Shortened the my preparation time for meeting with clients, providing more robust financial planning and also concrete outcomes"

Benjamin Lim

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"

Vincent Ang

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"

Sharon Goh

Snr. Financial Consultant

Get 80% OFF with Digital Acceleration Grant

Funding only applicable for eligible financial institutions

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