Financial Genius

An internal-only financial planning CRM for a single advisor, focused on Singaporean clients. Automates calculations, generates comprehensive financial plans, a

Data types

  • Household
  • Dependent
  • Asset
  • Liability
  • InsuranceProduct
  • InsurancePolicy
  • Goal
  • Property
  • Estate
  • Proposal
  • ProposalItem
  • ReviewSnapshot
  • AuditLog
  • Assumption
  • ReportArchive
  • TaxBracket
  • Client
  • HouseholdMember
  • EducationCostCatalogue
  • EducationCostItem
  • ChildProfile
  • ClientGoalEducation
  • RetirementGoal
  • CpfCeiling
  • CpfContributionRate
  • CpfAllocationRate
  • GlobalAssumptions
  • ClientAssumptionsOverride
  • EducationPathway
  • EducationPathwayComponent
  • EducationGoal
  • ExpenseItem
  • InsurerProductMaster
  • InsurerPremiumTable
  • ClientHospitalisationPolicy
  • ProtectionRecommendationCatalog
  • InsurerSourceConfig
  • InsurerImportStaging
  • PremiumImportBatch
  • InsurerPlanMaster
  • InsurerPremiumVersion
  • InsurerPremiumRow
  • InsurerPremiumComponentBreakdown
  • ImportValidationIssue
  • CpfPolicyCurrent
  • CpfPolicySourceLog
  • CpfLifeReference
  • AdminReminder
  • WriteFreezeLog
  • BlockerLog
  • AdviserTask
  • HospitalisationAuditLog
  • HospitalisationTaskOutcome
  • UserProfile
  • PDPAConsent