Announcement:
We have officially launched BETA on 1 Jan 2026. Be part of our first cohort. Request for early access.
Resources For Financial Advisers
Free calculators, compliance checklists, and guides to help you save time, stay compliant, and grow your practice.
Assisted Intelligence, Not Artificial Advice
Complete checklist covering all MAS Notice FAA-N16 requirements for financial advisers.
PDF:
PDPA Compliance Audit Tool
Step-by-step audit tool to assess your PDPA compliance and identify gaps.
Excel:
Financial Adviser Time Management Guide
Proven strategies to reclaim 15+ hours per week from administrative work.
PDF:
Proposal Automation Best Practices
How to reduce proposal preparation from 100 minutes to 7 minutes
PDF:
CPF Optimisation Strategies (2025)
Complete guide to CPF contribution limits, tax relief, and optimisation tactics
PDF:
SRS vs CPF Decision Framework
Framework to help clients choose between SRS and CPF for retirement savings
PDF:More Resources Coming Soon
We're continuously adding new guides, checklists, and templates to help financial advisers stay compliant and efficient. Check back regularly for updates.
Want to Automate CPF Optimisation for Your Clients?
Kiros calculates optimal CPF top-up strategies in seconds—complete with tax savings projections and MAS-compliant documentation.
We brings all these calculators, compliance checklists, and automation tools into one platform —so you can serve clients faster, stay MAS-compliant, and reclaim your time.
Book Discovery CallJoin Our Beta as a Founding Adviser
By invite only. Limited spots available in this cohort.
Be part of our first cohort of advisers using Kiros in production. Get early access, a direct line to our product team, and a say in how we build the infrastructure of compliance-first, adviser-centric technology.
Intelligent AI assistant for smarter & efficient financial advisory.
Built by Advisors, for Advisors.
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