Start free. Upgrade only if it earns it.
The free plan has no expiry and no card. Pro exists for the day exports become part of how you work.
Full access, always free. No time limit, no credit card.
- FIRE Calculator, full access
- CPF Life payout projection (BRS / FRS / ERS)
- CPF & SRS Tax Planner
- Bilingual EN / 中文
- Export for 1 client (watermarked)
- Investment report generator, 1 client
- 2 saved client profiles
For advisors who present and close in client meetings.
- Everything in Free
- Unlimited exports — PDF / PPT / Word under your own brand
- Investment report generator (unlimited clients)
- Investment Platform Fee Comparison
- Bond distribution mode (distribute vs reinvest)
- Unlimited saved client profiles
- Priority support
Minimum 3 seats — from S$60 a month.
For agencies running multiple advisors under one account.
- Everything in Pro, for every advisor
- Firm administrator dashboard
- Your logo and banner on every report
- Agent performance and client analytics
- Assets under management across the firm
- Seat and payment management
- Dedicated onboarding session
Every plan includes all three planning tools. What changes is how much you can export and how many client files you can keep.
Before you pick a plan
Yes. Full access to the FIRE Calculator, the CPF and SRS Tax Planner and the Financial Health Snapshot, with no time limit and no credit card. There is no trial clock and nothing to cancel. Pro and Firm add exports, the report generator and unlimited saved profiles.
Pro adds your own branding — logo, colours and letterhead, with your name linking to your website — on unlimited PDF, PPT and Word exports, the investment report generator, the platform fee comparison, and unlimited saved client files. It is S$29 a month. Click Start Pro, sign in or create an account, and pay by card on our payment provider’s page — your account switches over the moment the payment clears.
Firm covers advisory practices that need several advisers under one account: S$20 per seat a month with a minimum of three seats, exports carrying your firm’s branding, and centralised seat management. Buy the seats you need at checkout and add more from the firm dashboard later.
Yes. Paid plans run month to month with no lock-in. Cancel from Billing and you keep access to the end of the period you have already paid for. Your free plan access continues either way.
Questions about a plan? hello@1965intelligence.com
Try it on your next client meeting
Sign up in under a minute on the free plan. No card, no trial clock, nothing to cancel.