Beyond Products: Become the Trusted Advisor Your Clients Need
Empower your practice with Singapore's premier financial planning platform that transforms client relationships from transactional to transformational.
Unlock premium planning tools for you and your clients
Why Leading Singapore Advisors Choose Perfingo
Join hundreds of forward-thinking financial professionals who are revolutionizing their practice with our platform.
Deeper Client Relationships
Uncover goals and motivations that product-focused conversations miss, transforming transactional interactions into meaningful partnerships.
Efficiency by Design
Reduce planning time by 70% while delivering more comprehensive advice, freeing you to focus on what matters most - your clients.
Singapore-Specific Insights
Built for local CPF rules, HDB financing, and MAS guidelines to provide truly relevant advice for Singaporean clients.
Client Referral
85% of advisors report improved client retention after implementing our platform, creating lasting and profitable relationships.
Solve Your Practice's Biggest Challenges
Challenge: "Clients see me as just another product pusher"
Solution: Our goal-based approach positions you as a holistic advisor focused on client outcomes, not commissions. Our visualization tools demonstrate your long-term value beyond product sales.
Client-Focused Approach
Challenge: "Creating comprehensive financial plans takes too much time"
Solution: Automate repetitive calculations while maintaining your professional judgment. What took hours now takes minutes.
Time-Saving Solutions
Challenge: "Clients struggle to understand complex financial concepts"
Solution: Interactive visualizations make abstract concepts tangible, facilitating more productive client conversations and faster decision-making.
Clear Communication
Tools Built for Relationship-Focused Advisors
Everything you need to deliver exceptional financial advice and build lasting client relationships.
Client Discovery Dashboard
Structured tools that uncover meaningful goals and priorities your clients might not even realize they have.
Scenario Planning Studio
Model multiple life scenarios in real-time during client meetings. Adjust parameters on the fly to demonstrate different approaches.
Singapore-Specific Optimization
Automatically identify CPF, tax, and investment opportunities unique to each client's situation.
Compliance Documentation
Generate comprehensive records of advice provided, aligning with MAS guidelines and your firm's requirements.
See Perfingo in Action
Streamlined Onboarding
Collect client information efficiently through our intuitive interface or import existing data.
Collaborative Goal Setting
Work with clients to establish and prioritize their unique financial objectives.
Singapore-Specific Planning
Leverage local CPF rules and investment options to maximize client outcomes.
User-Friendly Insurance Overview
Present clients with a clear, comprehensive view of their insurance coverage, gaps, and recommendations in an engaging, easy-to-understand format.
What Fellow Advisors Are Saying
Tan Wei Ming, Financial Advisor, 12 years experience
"Perfingo transformed how my clients see me. I'm no longer just 'the insurance person' but their trusted financial partner. Client conversations are deeper and more meaningful."
Sarah Chen, Independent Financial Consultant
"Perfingo has revolutionized my approach to new client acquisition. Instead of chasing cold leads for insurance, I now offer comprehensive financial planning sessions. This shift makes it much easier to connect with potential clients and build trust right from the start."
Rachel Lim, Senior Financial Planner
"Since integrating Perfingo, my referral rates have soared. Clients now confidently refer me to friends and family because they appreciate the clarity and precision of my financial plans. This steady stream of referrals has significantly boosted my career."
Calculate Your Growth Potential
See how Perfingo can transform your practice with just a S$600 annual investment.
Your Practice Details
New potential clients per month
% of prospects who become clients
Average commission per client
Your Growth Projections
Current Monthly
Clients
2
Revenue
S$5,000
Additional Monthly
Clients
4
Revenue
S$10,000
Annual ROI
2,000%
Break-even
1 month(s)
Annual Growth
S$120,000
Results based on industry averages and actual Perfingo user data. Individual results may vary.
One Simple Plan for Growing Your Practice
Everything you need to transform your practice with no hidden fees or complicated tiers.
Annual Subscription
Unlimited clients and prospects
S$600/year
Just S$50/month equivalent
For Your Practice
- Unlimited clients and prospects
- All planning modules and features
- Priority email and whatsapp support
For Your Clients
- Premium read-only access (worth S$39.90)
- 24/7 dashboard access
- Insurance Overview dashboard
Frequently Asked Questions
How does Perfingo help me differentiate my practice?
Do I need technical expertise to use the platform?
How does the pricing work for advisors?
Can I white-label the platform for my clients?
How is client data protected?
How do I sign up for the platform?
Getting started with Perfingo is simple:
- 1. Create your account - Remember to pick the "I'm an advisor that will mainly plan for others" option
- 2. Subscribe - After logging in, navigate to 'Financial Pathway' where you'll be prompted to purchase your annual subscription.
- 3. Access premium features - Complete the payment process, and you'll immediately gain access to all premium features for yourself and your clients.
If you need assistance during signup, our support team is available via email