Customer relationship management platform

Transform your customer relationship management processes through omni-channels and automate time consuming workflows.

Omni-channel Communication

Engagement across multiple touchpoints

Automate communication with a personal touch. Integrated with WhatsApp and email platforms, send or automate messages including appointment reminders and birthday greetings with a single click.

Activity & Task Management

Maximise your work efficiency

All your activities and tasks in one platform. Notes of each appointment, pipeline of cases opened, reminders on premium due date and more. Stay on top of every interaction to deliver excellence.

Portfolio-Based Segmentation

Strategise Communication

Send clients messages that matter to them. Nobody likes to be spammed. Create effective email campaigns with a system that intelligently categorises and filters your clientele base with ease each time.

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Supercharge your financial advisory practice

Build your personal brand offline and online.

Redefine your
financial planning with us


CT Hub, 2 Kallang Avenue #08-05 Singapore (339407)


D-05-07, Menara Mitraland, Jalan PJU 5/1, Kota Damansara, 47810 Petaling Jaya, Selangor