Transform Your
Entity Management Firm.

Access all client information, contacts, and employee records from one secure, centralized database with customizable authorization controls for team members.

Monitor and maintain adherence to Singaporean regulatory requirements with automated tracking tools that help clients stay compliant and avoid legal issues.

Work directly within the app with built-in Gmail and Outlook integration, allowing you to send emails, attach documents, and automatically save correspondence to client records without switching platforms.

Foster team collaboration through organized comment threads on any record, creating a centralized communication history that makes tracking conversations and decisions effortless.

Conduct comprehensive anti-money laundering and counter-terrorism financing assessments for new and existing clients, including Know-Your-Customer background checks with results automatically saved to client profiles.

Accelerate document processing with secure electronic signatures that reduce costs, enhance security, and improve the overall client experience.

Instantly access up-to-date profile information for any registered ACRA entity directly within your workflow.

Transform your operational data into actionable insights with comprehensive departmental and company-wide analytics that empower management decision-making.

Track and manage every stage of your client relationships from initial contact through project completion with comprehensive lifecycle visibility.

Communicate with clients and team members directly through WhatsApp integration, keeping all conversations organized within your client management system.

Leverage system-wide data to generate detailed performance analytics for individual employees or entire teams, supporting informed decisions on training, incentives, and personnel management.

Create professional proposals quickly with real-time collaboration tools and integrated sales pipeline tracking to streamline your business development process.