~10 minutes · 32 questions across risk, cash flow, and behaviour. Get your investor archetype, an 8-dimension score breakdown, and a personalised wealth target plan — grounded in Singapore's MAS framework.
Monthly income, expenses, and emergency fund. We auto-calculate your financial runway, savings rate, and monthly balance — giving you the numbers most people never look at together.
Set your wealth target, target age, and expected return rate. We compute the required monthly investment live — no spreadsheets needed.
The 6-question MAS-aligned RPQ, plus optional intensity stress tests that reveal the gap between your stated and actual risk tolerance.
Get your archetype, 8-dimension score breakdown, personalised strategy insights, and a wealth target plan summary — ready to act on.
🎉 Early access — the full Personal Investment Brief is unlocked at no cost while we're in launch.
"The intensity stress tests were genuinely confronting. I thought I was a long-term investor — turns out my discipline score said otherwise. That gap alone was worth the 7 minutes."
"My FA sent me this before our first meeting. By the time we sat down, she already understood my risk psychology better than advisors I'd worked with for years."
"The CPF/property concentration question hit differently. I had never explicitly calculated how illiquid 67% of my net worth actually is. The profile report reframed my entire strategy."
Testimonials may be edited for clarity and privacy. Portfolio figures are approximate and self-reported.
A digital Financial Needs Analysis aligned with the Financial Wellness Assessment and MAS FNA / RPQ / CKA requirements. Sit with your client, key in answers, and get a suitability sheet, archetype, and personalised report — ready for your file.
Personalised URL for your client sessions.
Most investors don't have a framework. They have opinions. This changes that.
Behavioural Deep-Dive — 4 intensity stress tests (recommended)