Platform Capability
Everything you need to Explore and Track Your Scenario
Professional-grade tools that help you make informed financial decisions
Integrated Modelling Tools
Powerful tools working together in one seamless platform. Model and visualise multiple strategies and instantly see the long-term impact before you commit.
Run Analysis Any Time
Run precise calculations, model what-if scenarios anytime and receives instant results and analysis any time.
Strategy-Backed Targets
Use insights from the modelling tools to decide how much to save, when to save it, and what to prioritise — so your targets are grounded in numbers, not guesswork.
Advisor-Client Collaboration
Share plans and insights with your advisor to align on next step using our professional grade modelling tools.
Goal-Driven Planning
See your financial life as a set of goals, not a pile of accounts. Move from fuzzy “I want…” statements to precise targets, then track your progress over time.
Privacy By Default
You are the owner of your own data. You have full control with saving and full deletion anytime..
Modelling Suite & Tracker
Powerful Tools at your Fingertips
From professional calculators to insight-driven simulators for transparent outcomes and execute with financial goal tracker, in one integrated platform
From Exploration to Decision
Scenario Simulator
⭐ Premium
Compare multiple scenarios side-by-side and stack them up to form your financial strategies . Visualize financial impacts, run what-if scenarios, and make data-driven decisions with confidence.
-
More than 10 built-in scenarios:
-
Investment Planning using cash, CPF or SRS, on one-time or recurring basis. Includes tax impacts
-
Early Retirement Planning includes built-in CPF Life payout option
-
Large Purchase Funding using either simple interests or reducing balance method
-
Debt Payoff Plan
-
Emergency Funds Planning
-
Mortgage Restructuring with sub-scenarios of repricing, refinancing, repayment, tenure change
-
Property Purchase or Sales
-
Property Rental as a Landlord or Tenant
-
-
Create unlimited permutations of what-if scenarios
-
Model cash flow impacts of your scenarios
-
Run summary report
From Decision to Tracking
Goal Tracker
Track up to 10 financial goals and accounts balances with cloud-backed data persistence. Your goals/accounts figures (no NRIC, no bank logins) are stored securely and accessible across all your devices, and you have full delete control.
-
Goals setup – Add goals with target amount/date; link/unlink one or many accounts per goal.
Funding accounts – Create cash or investment accounts, set balances & expected returns; edit or remove anytime. -
Contributions – Record one-off top-ups or set monthly auto-contributions from a chosen account.
-
Projections & gaps – See projected growth, funding gaps, and estimated time-to-target.
-
Progress & status – Milestones, %-funded indicators, and at-a-glance goal health.
-
Filters & views – Quickly find goals or accounts and focus on what matters.
-
Insights – Goal-level and portfolio-level summaries to spot shortfalls and trade-offs.
-
Cloud-sync (CMS) – Data is saved to our CMS for reliability and cross-device access, with full delete control.
☁️ Cloud Storage
