Embrace the Power of Innovation

We believe that the future of financial advisory lies with empowering our advisers through innovative and practical tools.

FEATURES

Innovative tools to improve efficiency

Embark on a journey into the future with our technology showcase, where innovation meets efficiency. Explore our tech that empowers advisers to transform the way they work, connect and thrive in the digital age.

Autobot AI

Any burning questions waiting to be answered? Autobot AI is your trusted companion, available 24/7 to meet your daily needs.

My Financial Compass

Understand your client’s unique financial needs and provide recommendations based on their preferences.

Performance

Monitor your performance as a financial adviser at a quick glance. Get a bird’s eye view on your progress whether monthly, yearly or from the very beginning.

OneSynergy Mobile

The OneSynergy Mobile app facilitates both advisers and staff in performing daily business activities on the go with convenience.

Client Relationship Management

Manage all of your clients in a centralised location. Organise your clients the way you like it with tags and filters. Turn on reminders so you will never miss an appointment or policy review again!

Schedule regular MFC review with clients

View all Financial Needs Analysis at a glance

Track your activity

Singpass Login and Myinfo

We have introduced integration with Myinfo for Singaporeans and Permanent Residents to speed up your client’s process of form-filling. Clients can simply login to Singpass and grant advisers access to their personal information.

Provider Integration

We work with several providers to speed up the process of form filling. Lesser attachments to upload, autofill data and approval all in our system, OneSynergy.

RapidResponse

Our very own canned response tool called RapidResponse will help you manage and store custom repetitive responses.

InsureFirst

A state-of-the-art insurance premium generator swiftly delivers accurate quotes from various providers with unmatched precision and contemporary results.

Support

Our dedicated team of experts ensure timely support should you encounter any issues with our tools. With our commitment to excellence, we try our best to resolve any queries or concerns.