Saturday, 2 May 2026
Good morning, Ryan 👋
Welcome to your Finacle Agent Studio. 8 tools live·1 in development
Gold Adviser
2,450 / 5,000 pts · Platinum
Calculators & Planning
Financial planning tools for client meetings
Protection Calculator
Calculate life, TPD and critical illness coverage needs across own expenses, parents and dependants.
Retirement Calculator
Project CPF Life payouts, lifestyle targets and the monthly savings required to close the gap.
Children Education Fund
Plan inflation-adjusted university costs for local and overseas institutions.
CPF Accumulation Projection
Project CPF OA, SA, MA and RA year-by-year with salary growth, mortgage deductions and the age-55 RA transfer.
Practice Management
Tools to track your performance and professional growth
Investment Switching Form
Generate and manage ILP fund switching requests with a digital audit trail.
Client Management
Stay organised and connected with your client portfolio
Client Financial Planning
Integrated 8-tab planning system covering policies, coverage, cash flow, balance sheet and recommendations.
Client Policy Summary
One-page view of all active policies, premiums and coverage for any client.
Cash Flow Chart
Visualise client income, expenses and insurance premium cash flows across time.
Balance Sheet
Comprehensive client net worth statement covering assets, liabilities and protection gaps.