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Advisors can give clients the 360-Foresight®
Equipped with wealth advisory-in-a-box to deepen relationships, rev up sales and exude professionalism

Leads from
self-multiplying networks

Multi-Generation Family Genie®

The Genie provides the technology and context to help the advisor capture an individual’s networks e.g. families. It just takes one client to set up a financial goal on Genie to kickstart the rest within the family to onboard Genie, co-contribute and even set up their own goals too.

Leads from self-multiplying networks

Multi-Generation Family Genie®

The Genie provides the technology and context to help the advisor capture an individual’s networks e.g. families. It just takes one client to set up a financial goal on Genie to kickstart the rest within the family to onboard Genie, co-contribute and even set up their own goals too.

Build trust quickly with
Digital Identity

360-Advisory.BlockChain

Advisors earn solid trust very early in the advisory cycle by using 360-ABC which allows prospects to disclose verified truth at the level of details they are comfortable with. Fact finding will be a breeze and the inputs authentic, thanks to Zero-Knowledge-Proof. 

Build trust quickly with Digital Identity

360-Advisory.BlockChain

Advisors earn solid trust very early in the advisory cycle by using 360-ABC which allows prospects to disclose verified truth at the level of details they are comfortable with. Fact finding will be a breeze and the inputs authentic, thanks to Zero-Knowledge-Proof. 



Needs Auto-Calibrator

A meeting with the advisor should not be stressful. The Auto-Calibrator reduces effort by treating individuals as “same, same but different”.



Risk Sensibility

“Can I trust that you understand how much risk I can afford and service me
according to my readings? Like how a doctor understand my vitals?”

A gamified sensor that calibrates itself to fit your context
and uncover your blind spots.

Risk Sensibility

“Can I trust that you understand how much risk I can afford and service me
according to my readings? Like how a doctor understand my vitals?”

A gamified sensor that calibrates itself to fit your context
and uncover your blind spots.





Clairvoyance

“I understand that insurance is important. Still, even if bad luck happens, my family can still cope, right?”

A scenario randomizer to forecast how unexpected events impact your goals.

Clairvoyance

“I understand that insurance is important. Still, even if bad luck happens, my family can still cope, right?”

A scenario randomizer to forecast how unexpected events impact your goals.




Provestment

“Can you suggest an insurance and investment portfolio that maximizes the value of every of my dollar?”

Integrates asset allocation and life insurance decisions, with human capital as the central factor, to maximize the individual’s overall utility

UNIFIED PORTFOLIO CREATOR

“Can you suggest an insurance and investment portfolio that maximizes the value of every of my dollar?”

Integrates asset allocation and life insurance decisions, with human capital as the central factor, to maximize the individual’s overall utility

Why clients like 360-FORESIGHT®

“I found the app very user-friendly. I don’t have to read any instruction to navigate it. It’s easy to understand how it works as well.”

Ally Foo, Account Manager Brilliant Agency


“This solution provides a long-needed connection between decision theory and the finance practice. One novelty is the use of recent behavioural insights. It leads to a much more realistic understanding of clients and thus optimal financial advice.”

Prof. Ph.D. Enrico De Giorgi University St. Gallen, Switzerland

Why clients like 360-FORESIGHT®

IT IS INTELLIGENT

We use algorithms and indexes to eliminate complexity in wealth planning and decision-making.

IT HELPS YOU TO KNOW WHAT YOU DO NOT KNOW

We nudge people to dream differently, helping them compare self-perceptions with their actual reactions in simulations.

IT IS ADAPTIVE TO PERSONALISE

Questions and scenarios are dynamically adapted so that it is always personally relevant.

IT IS DYNAMIC AND NAVIGATIONAL

Like the re-routing capabilities of a GPS, it caters for clients with varying levels of readiness and openness for wealth advisory.

Based on the Science and Art of Wealth Advisory and Selling

BEHAVIOURAL ECONOMICS
PSYCHOLOGY
ADVISORY EXPERIENCE

360-FORESIGHT® is backed by Nobel Prize-winning research in Economics, behavioural finance specifically, motivation and cognitive psychology and experience of top advisory performers in Asia.

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