Tell your client's story.And let the numbers follow.
Aurum is the wealth advisory platform built for Singapore Financial Advisors — covering CPF, SRS, insurance, investments, property, and estate in one client-ready picture.
A 20-minute walkthrough of a real client scenario — no commitment.
- Singapore rates, current
- Eleven modules, one picture
- Live in-meeting capture
- Per-advisor data isolation
The problem
Your client's picture is in six tools.
Spreadsheets, insurer software, PDF illustrations, fact-find forms. Nothing connects.
The conversation drifts to the product.
Because that's the tool that's open. The client's full story stays in your head.
You show up with calculators. The private bank shows up with a platform.
Same client. Different impression.
The platform
One platform. The whole picture.
One picture across eleven modules
CPF, SRS, insurance, investments, property, estate, healthcare, retirement, FIRE, education, cashflow. Modelled together. Saved in seconds.
Singapore rates and rules, current
Every calculation uses live Singapore figures — caps, brackets, grant tiers, contribution rates. Updated as policy moves. Nothing translated from offshore calculators.
Live in front of the client
Capture data in real time during the meeting. No follow-up forms, no data loss. The client sees their plan shape as you build it.
A presence worth the meeting
Dark navy interface, restrained typography, presentation-ready. The plan you hand the client looks like the advice itself — considered, comprehensive, theirs.
The process
How it works.
Open the meeting in the app, not the spreadsheet.
Pull up the client. Walk Profile and Cashflow together — fact-finding becomes the conversation, not a form to fill out later.
Surface the gap, module by module.
Retirement, insurance, CPF, estate — each module shows where the client is strong, where they're exposed, what comes next.
Hand them the plan.
Export a client-ready PDF. Save the plan in the app and pick it up next meeting. Nothing gets lost between sessions.
Pricing
Simple, transparent pricing.
One platform, every module. Start solo or roll it out across your team — billed monthly or annually.
Individual
For the solo advisor who wants the whole client picture in one place.
$999 / year · save ~$189 yearly
- All eleven planning modules
- Singapore rates & rules, kept current
- Client-ready proposal export
- Live in-meeting data capture
- 1 advisor seat
Enterprise
For teams and firms running a shared book of clients.
$5,990 / year · up to 10 users · save ~$1,198 yearly
- Everything in Individual
- 10 advisor seats
- Shared client management
- Centralised admin controls
FAQ
Common questions.
Is Aurum built specifically for Singapore?
Yes. Every calculation uses current Singapore figures — CPF and SRS caps, contribution rates, grant tiers, tax brackets — updated as policy moves. Nothing is translated from an offshore calculator.
Can I use it live during a client meeting?
That's the intent. Capture data in real time as you talk, and the client watches their plan take shape — no follow-up forms, nothing lost between sessions.
What does the client walk away with?
A client-ready proposal that pulls every completed module into one document — a plan-readiness score, the projected retirement income, and a clear breakdown — exported as a PDF you can hand over or send.
How is client data protected?
Client data sits in an access-controlled database with per-advisor row-level isolation, so an advisor only ever sees their own clients.
How do I get started?
Request a demo and we'll walk a real client scenario with you in the platform — no commitment, no pitch. Plans start at $99 a month for an individual advisor.
Get started
See Aurum in a 20-minute demo.
Walk through a real client scenario in the platform. No commitment, no pitch — just the tool.