Frequently Asked Questions

  • A-Think Lab Planner transforms portfolio summaries and advisor presentation into visual storyboards to boost appointment conversions, close more cases, and position consultants as the trusted go-to advisor.

  • No sensitive personal data like phone numbers, emails, or NRICs are required from your clients.

    We prioritise data privacy and built the system to function without collecting personal info.

    Even so, our platform is still encrypted to industry-grade security standards for added peace of mind.

  • We are currently web-based and optimized for a full experience on both desktop/laptop and iPad, ensuring clear and holistic screen viewing across these devices.

  • The entire system and thought process are shaped by successful advisors, making it highly advisor-driven—built to support both rookies and seasoned consultants from all angles.

  • Our platform is built with advisors in mind—every step is streamlined to help consultants get results fast, making it user-friendly and presentation-ready for peak performance.

  • We release updates regularly to improve site performance, resolve bugs, and introduce new features that support advisors in their business.

    These updates are fully included in your subscription at no extra cost.

  • Not at the moment, but you can explore our available resources to better understand the capabilities—and feel free to request a demo as well.

  • We’re currently servicing Malaysia advisors and will be looking to expand to Philippines next! Stay tuned!

  • You can sign up for your preferred plan through the “See Plans” page.


    Once payment is made, we will revert back—typically within 1 working day—to provide your login credentials and arrange a Zoom session to walk you through the planner.

    If you'd like to explore first, feel free to book a demo with us to see how the platform aligns with your business model.

Still can’t find an answer?

Send us a ticket and we will get back to you.