For financial advisers
AI copilots for advisory teams in Singapore
Two AI tools built for how Singapore advisers actually grow: one to recruit your next team members, one to reach your next affluent clients. They support the adviser; they never replace the relationship.
RecruitAI Copilot
For directors and leaders building an advisory team. It scores LinkedIn profiles for fit, suggests personalised openers, tracks every conversation and reminds you when to follow up.
- ✓ One-click LinkedIn capture
- ✓ Fit and career-switch realism scoring
- ✓ Personalised openers + follow-up reminders
- ✓ Team pipeline and daily digest
ProspectAI Copilot
For advisers who want more first appointments. It screens LinkedIn for affluent Singaporeans, scores them, suggests a CPF or legacy-planning angle, and drafts outreach in your own voice.
- ✓ Affluence and timing scores
- ✓ CPF, legacy and cross-border angles
- ✓ MAS-aware drafting in your voice
- ✓ You send every message yourself
Already in daily use by advisory teams in Singapore, not a pilot.
Pair either tool with an adviser website from S$2,000, built to present your team credibly and within advertising guidelines.
FAQ
Adviser tools: common questions
Are these tools compliant with MAS rules?
ProspectAI Copilot drafts messages that are screened against the MAS digital-advertising principles: no income claims, no guarantees and no tailored advice in writing. The adviser reviews and sends every message personally.
Do the tools send messages automatically?
No. They find, score and draft. You decide who to contact and send every message yourself, which keeps the relationship personal and compliant.
How is pricing set?
By team size and the tools you choose. We'll recommend a setup after a short call about your team and goals.
See how your team could use AI this month.
A 30-minute walkthrough of both tools with your own team's goals in mind. No obligation.