Integrated Platform

Access a variety of services on a browser-based platform.

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Key Advantages

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Resilient

Our system undergoes regular testing and approval by our internal Quality Assurance teams and seasoned practitioners.

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Secure

We uphold best-in-class standards in application and hosting security, and are prepared for third-party inspections and audits.

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Sustainable

Together, we’re reducing emissions with our paperless processing, contributing to a greener future.

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Key Features

Financial Needs Analysis

  • Dynamic Generation

    We generate scalable financial reviews based on content.

  • Guided-Experience

    We enforce business guidelines and industry standards with validations and guides throughout the sales journey.

  • Automated Processes

    We streamline the sales process with instant approval requests from supervisors and timely sending of relevant documents to customers.

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New Business Register

  • Integrated Data Feed

    We provide straight-through data feeding into back-end systems to minimise data-entry.

  • Centralised Advisory Management

    We streamline operations by being the singular source for managing advisory access.

  • Commission Tagging

    We automate commission tagging on respective policies for ease of viewing and management.

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Commission Management

  • Performance Reports

    We generate regular or on-the-fly reports for effective production management and monitoring.

  • Commission Reports

    We organise reports by product type, financial adviser representatives, and per policy level, ensuring comprehensive oversight and clarity.

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PROPEL is a One-Stop Solution that enables financial advisory firms to scale their business and operations. With a platform unifying financial needs analysis, new business registration and commission management module, we also provide mid-to-back office support services to help firms boost their productivity.

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