A-Think Lab

Boosting Financial Advisor Productivity Through Intuitive Technology Solutions

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Our ecosystem combines a dynamic Financial Planning Software with two intelligent AI chatbots, creating a seamless end to end ecosystem to elevate your advisory business.

(AI chatbots is currently only available exclusively to selected agencies)

The Planner is strategically engineered to help you:

  • Boost client’s awareness through visualizations of ‘what-ifs’ topics

  • Seamless retirement presentation pitch        

  • Making ILP presentations easier to understand

  • Report Generation to Impress Clients & Call-For-Actions

PREVIEW - Power Your Growth

  • 💻 Planner (Lifestyle) - Showcase life planning with goal tracking, insurance needs, and scenario testing.

  • 💻 Planner (Retirement) - Live retirement charting visualizes planning gaps, auto-create model strategies to empower consultants.

  • 💻 Planner (Report) - Report generation to give advisors a polished, professional setup while creating a clear space for follow-up actions.

  • 💻 Planner (Investment Illustrator) - Charting projected performance with options for dividend presentation and detailed breakdowns.

  • 💻 Planner (Checklist) - Customisable checklist that highlights what your clients may be missing.

  • 💻 Planner (Notes) - A section to record feedback, reinforcing client understanding of the discussion and increasing call-to-action opportunities.

  • 📱 Chatbot (Advisor) - Get instant policy insights and real-time AI interaction to crush objections, spark sales conversations, and master client handling through role-play training.

  • 📱 Chatbot (Clients) - Delight clients with a chatbot featuring exclusive map scanning to uncover lifestyle events and promos — enhancing value added touches, with NO personal data needed.

  • 📱 Chatbot (Clients) - Stay top of mind with a weekly financial and lifestyle newsletter, plus a personalized monthly finance edition to spark conversations and deepen client engagement

Outperform: Tools & Ideas for Advisors

Tech that Gives You the Edge

Nominated - 'Top Financial Planning Software in APAC 2025’

Advisors

Clients & Prospects

Recognised as one of APAC’s leading advisor tech tools, we aim to help advisors stand out as the go-to professional for clients and prospects through an easy-to-use, high-impact system.

Complementing Current Strategies Driving Growth

We currently working with over 200 financial consultants and are excited to expand our reach to support even more.

Testimonials

  • Pirlo.io has significantly boosted my advisory business by cutting down preparation time before and during appointments with its resources! Moreover, it has provided me with a structured system to follow, and I am confident it will enhance my outcomes.

    — Consultant

  • With this system in place, I’m able to create a team system for my consultants to work together on.

    The quality of their business discussions has significantly improved, thanks to access to high-quality responses.

    This shift allows me to focus more on growing their businesses together, rather than spending time initially on enhancing their understanding before delving into business development.

    — Agency Leader

  • Pirlo.io has proven to be a cost-effective method for me to express appreciation to my clients through its rewards bot!

    — Consultant

  • I'm thrilled with the fresh ideas Pirlo.io has brought to my business operations through its diverse range of tools. The minimal monthly subscription is a small investment compared to the significant returns I'm seeing!

    — Consultant

  • With Pirlo.io, I now have a streamlined system to manage my business, and I'm seeing an increase in referrals as a result!

    — Consultant