Now Live · Indonesia & Singapore

Your client sees their financial future — live, in the meeting.

In minutes.

Ask a few questions. ProAdvis builds the blueprint — where they are today, where they want to be, and exactly what it takes to get there.

✦ Try Free for 14 Days See How It Works ↓
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Live Blueprint · ProAdvis
Protection
—
Gap identified
FIRE
—
Freedom no.
Education
—
Funding gap
Wealth Projection — Age 35 to 65 Live
🇮🇩 Indonesia · Live
🇸🇬 Singapore · Live
✦ 50+ advisors · 2 markets
14-day free trial · No credit card
Sound Familiar?

Every advisor knows this feeling.

You know your client needs to act. But getting them to see it — clearly enough to say yes — takes too many meetings and too much time.

01
You explain. They nod. Nothing happens.
Words don't close cases. A clear picture does. Showing a client their exact number — live, with their own data — is what moves people to act.
ProAdvis solves this →
02
Two hours of prep for a one-hour meeting.
Manual projections. Formatted presentations. Printed reports. Then the client changes one number and you start again. ProAdvis does this live — while the client is with you.
ProAdvis solves this →
03
Generic tools that don't speak your client's language.
Your Indonesian client doesn't think in USD. Your business owner has concerns no generic tool addresses. ProAdvis is built for the exact clients you work with.
ProAdvis solves this →
What ProAdvis Does

Every tool you need, in one place.

Each tool generates a live blueprint during the meeting and a professional PDF to leave with your client. One subscription. Everything included.

Client Profile
Enter your client's situation once — income, goals, dependants, existing coverage. Every tool uses this data. No re-entering numbers across meetings.
Protection Blueprint
Show the exact protection gap — life, critical illness, disability — calculated from your client's actual income. The gap becomes real. The conversation becomes easy.
Retirement & FIRE Planner
Show your client the Freedom Number — the exact portfolio they need to retire on their terms. Live projection that updates as you adjust inputs together.
Investment Planner
Show the power of starting now vs waiting. Let your client see their money grow in real time. The best argument for action you will ever have.
Child Education Planner
Show exactly how much university will cost and the gap between what they have and what they need. Turn a vague worry into a concrete plan.
Business Owner Planner
The tool most advisors wish they had. Map key person risk, debt exposure, and succession gaps. Opens conversations no other advisor is having.
How It Works

From first question to signed case — faster.

Step 01
Open the conversation
Use the Concepts library to explain financial principles — compounding, protection gaps, retirement freedom — creating the "aha" moment before numbers begin.
Step 02
Build the blueprint live
Ask your client a few questions. ProAdvis builds their financial picture in real time — goals, gaps, and the path forward. Adjust any input and everything updates instantly.
Step 03
Leave with a decision
Generate a professional PDF blueprint in one click. Your client takes home a personalised plan. Cases that used to take three meetings now close in one.
Pioneer Advisors

The first advisors to use ProAdvis.

Our pioneer advisors in Indonesia and Singapore are shaping how ProAdvis evolves. They are the reason the product is built the way it is.

AR
Ahmad Rizky
FSC Advisor · Jakarta
"My client went quiet when she saw her retirement number on screen. We closed that day. Three meetings became one."
SW
Siti Wahyuni
Senior FSC · Surabaya
"My business owner client asked me to prepare a proposal before I even suggested it. The Business Owner module opened a conversation no other tool could."
LC
Lim Chee Wei
Financial Advisor · Singapore
"Clients now lean forward to watch their numbers update. ProAdvis changed how they see me — and how I see myself."
Built for Your Market

ProAdvis knows where you work.

Every tool is calibrated for your market — the right currency, the right planning context, the right language.

🇮🇩
Indonesia
Live Now
🇸🇬
Singapore
Live Now
🇲🇾
Malaysia
Coming 2026
🇵🇭
Philippines
Coming 2026
🇹🇭
Thailand
Coming 2026
Pricing

Less than your first commission this month.

One advisor. One subscription. Every tool included. If ProAdvis helps you close one additional case, it pays for itself many times over.

Monthly
$10
per advisor / month
✓All planning tools included
✓Unlimited PDF blueprints
✓WhatsApp support
✓New tools added regularly
Start Free — 14 Days
Best Value
Annual
$8.33
per advisor / month · billed $100/year
Save 17% · 2 months free
✓All planning tools included
✓Unlimited PDF blueprints
✓WhatsApp support
✓New tools added regularly
Start Free — 14 Days

GoalsMapper charges SGD 89/month. ProAdvis is USD 10. Same SEA market. One-seventh the price.

Running a team of 10 or more? Ask us about team pricing →

Your next client meeting is in a few days.

What if you walked in with a tool that shows them their financial future — live, personalised, and impossible to ignore? That's ProAdvis. Try it free.

✦ Try Free for 14 Days View Pricing