From single-product selling to holistic financial advice.
Upload your client's statements – unit trusts, bank, FD, ASNB, EPF, insurance, SSPN, Moomoo – and get a live portfolio at today's NAV, net worth, retirement, education, insurance and will planning in minutes.
No credit card needed for the trial · RM49/month after · cancel anytime
Everything for a complete client review
One tool for the face-to-face meeting: see the whole picture, explain it clearly, and leave the client with a professional report.
Live unit trust portfolio
Holdings valued at the latest daily NAV, gain/loss, XIRR, average cost, recovery and average-down calculator.
Upload statements, done
One Look, Investment Overview, CIMB, Maybank, Public Bank, RHB, Hong Leong, FD, ASNB, EPF and more are read automatically.
Fund category & risk
Money market, fixed income, balanced or equity – low, moderate or high risk – compared with the client's risk profile, with advice points.
Full financial planning report
Balance sheet, cash flow, 9 financial ratios, goals, lifetime cash-flow projection and recommendations – ready as a PDF.
Insurance & risk management
Upload policy schedules and premium statements (AIA, Allianz, Manulife, Sun Life…) to see cover vs needs per family member.
Retirement & children education
EPF benchmarks, retirement gap, education cost comparison for 10 destinations, with SSPN savings linked to each child.
Will planning checklist
The will questionnaire pre-filled from the uploaded statements – executors, guardians, assets and beneficiaries – as a PDF for the lawyer.
Stocks & backtests
Moomoo statements and manual stock holdings, fund backtests with monthly direct debit, and the fund calculator from your Excel.
Your clients, every device
Saved securely to your account – use it on laptop, tablet or phone. Install it like an app.
How it works
Built for the client meeting, not for hours of data entry.
Collect the statements
With your client's consent, gather their PDF statements – unit trusts, bank and FD, ASNB, EPF, insurance, SSPN, brokerage.
Drop them in
Upload all files at once. Each one is read and filed to the right client – holdings, accounts, policies and family members.
Advise and share
Walk through the net worth, gaps and risk mix on screen, then download the summary, full report or will checklist as a PDF.
Simple pricing
All features included. Start with a 7-day free trial – no card needed.
Monthly
- Unlimited clients
- All statement readers and reports
- Daily NAV updates
- Cloud sync on all your devices
- Cancel anytime
Yearly
- Everything in Monthly
- Pay once a year
- Priority support
- New features as they are released
- Cancel before renewal
Prices in Malaysian Ringgit. Payments are processed securely by Curlec. Team or agency pricing: contact us.
Questions
Who is it for?
Unit trust and financial consultants in Malaysia who meet clients face to face and want to give holistic advice – portfolio, net worth, retirement, education, insurance and estate – instead of selling a single product.
Where do the daily prices come from?
Fund prices are read from the public daily price list published by the Federation of Investment Managers Malaysia (FIMM) and kept as history for backtests. Always confirm transaction prices with the fund manager.
Is my clients' data safe? What about PDPA?
Your data is stored in your own account and is only visible to you. Statements are read inside your browser – the PDF files themselves are not uploaded to our server. You are responsible for getting your clients' consent under the Personal Data Protection Act 2010; see our Privacy Policy.
Which statements can it read?
AHAM One Look and Investment Overview, CIMB, Maybank, Public Bank, RHB, Hong Leong, AmBank, UOB, Affin, GXBank, Boost, Ryt, Touch 'n Go, fixed deposits, ASNB, EPF, AIA, Allianz, Manulife, Sun Life and other insurers, SSPN, Moomoo, Binance and Pionex. Scanned picture PDFs can be keyed in manually.
Can I cancel?
Yes, anytime from My account. You keep access until the end of the period you have paid for, and you can download all your data.
Are you affiliated with AHAM or FIMM?
No. This is an independent tool by Golden Benchmark Advisory. Fund manager and institution names are used only to identify statements and funds.
Is this financial advice?
No. The tool helps licensed consultants analyse and present information. Projections use assumptions and are not guaranteed; recommendations remain the consultant's professional responsibility.
Try it with your next client meeting
7 days free. Set up in two minutes.