Edge by A-Think Lab - Smart Advisory Platform
Edge is a financial planning tool designed to help consultants upgrade from traditional paper or Canva-based presentations to a more dynamic, visually engaging experience.
With a clean interface and intuitive input fields, consultants can easily build and present financial scenarios that are clear, impactful, and client-friendly — all without the hassle of complex software. It’s financial planning made smarter, faster, and more visually compelling.
It also comes equipped with a comprehensive library of Singapore unit trusts, giving consultants an easy way to monitor and compare fund performance.
On top of that, it includes a built-in investment planning illustrator — perfect for simplifying complex concepts into clear visuals during client presentations. It’s everything you need to make investment discussions easier, sharper, and more professional.
Key Features
Smart Scenario Charting for Life & Retirement Goals
Checklist & Client Management CRM System
Actionable Data Overview for Consultants
Unit Trust Library with DCA and Lump Sum Return Analysis (Comparison Feature)
Investment & Dividend Illustrator for Easy Client Understanding
Personalized Planning with Smart Scenario Visualization
Every client profile created in Edge unlocks a personalised lifestyle and retirement planning journey — complete with a practical checklist for consultants to follow.
The lifestyle planning module is built to help consultants present insurance meaningfully by visually demonstrating a client’s income progression over time.
Consultants can inject realistic scenarios, such as income pauses, reductions, or projected growth, and instantly see how these changes impact the client’s financial security.
For example, a 30-year-old earning $60k annually can have scenarios built in where income stops for a few years, or is reduced by a set percentage. The system then calculates total income loss during that period and compares it to existing insurance coverage.
This approach goes beyond the traditional “4 to 5 times annual income” rule — offering a more tailored, data-driven way to highlight coverage needs. It not only improves client understanding but also empowers consultants to deliver stronger, value-added advice with confidence.
For Scenario Sales Ideas (Members Only) - Link
Milestone Goals & Retirement Planning – All in One Place
Edge also includes a milestone goals feature, allowing consultants to map out key life events for each client — such as a child’s university education — and highlight periods where any income loss could have a major impact. This helps clients visualise the importance of preparing for critical stages in life.
On the same page, a simple yet powerful goals calculator lets consultants compute the future value of each goal, factoring in inflation and current savings. It then breaks down how much needs to be set aside regularly to reach those goals.
Additionally, both existing and intended accumulation plans can be mapped onto the retirement chart to visually illustrate when funds may run out based on an individual’s retirement needs.
This powerful visualization highlights potential shortfalls, equipping prospects with key insights while helping consultants introduce relevant solutions.
It creates a seamless, informed conversation around financial preparedness and retirement planning.
When used together with the insurance planning tools — such as income stop or reduction simulations — consultants can offer a holistic portfolio plan that balances both wealth accumulation and protection, all in one streamlined interface.
For Retirement Sales Ideas (Members Only) - Link
Turning Checklists into Opportunities: Amplify Gaps & Encourage Referrals Naturally
At the end of every client profile in Edge, a checklist is provided to guide consultants through key planning areas. This not only ensures nothing is missed, but also gives consultants the chance to highlight unchecked items and offer tailored recommendations to fill those gaps — turning oversight into opportunity.
As a thoughtful touch, we’ve included a “Pay It Forward” checkbox at the bottom of the checklist. This is a subtle yet powerful way to bring up referrals in a natural, light-hearted manner. Consultants can simply ask, “Guess what this Pay It Forward box is about?” — sparking curiosity and creating an easy opening for a referral conversation.
This approach makes the checklist do more than just review — it creates a sense of missing out on unchecked areas and offers a smooth, stress-free path to open the door for referrals.
For Referral Script (Members Only) - Link
Client Management, Smarter & Sharper with ATL Planner
Edge’s built-in client management system gives consultants a powerful, data-driven overview of every client at a glance. Key details like desired retirement age, portfolio completion percentage, referral status, and the date of the last review are all neatly displayed — along with a checkbox to track annual reviews.
This smart layout is designed to help consultants stay on top of every client’s journey. Whether it’s reducing retirement shortfall, boosting portfolio completion, encouraging referrals, or ensuring annual reviews are done — everything is organised and actionable on a single page. Simple, efficient, and built to help consultants deliver consistent value.
Fund Performance Made Simple: Your Go-To Library for Smarter Comparisons
The Fund Performance Library in Edge brings together unit trust offerings from various providers in Singapore, giving consultants a clear, bird’s-eye view of both current and historical fund performance.
Each fund’s data is presented in an easy-to-understand format, with returns shown for both Dollar Cost Averaging (DCA) and Lump Sum investments based on actual past results. This helps consultants quickly grasp how a fund has performed over the years in real value terms.
The built-in comparison tool allows consultants to load another fund side-by-side — perfect for assessing which fund may be performing better within the same region or sector. It’s a simple, powerful way to guide investment conversations with confidence.
Visualise with Ease: Investment Illustrator for Clearer Client Conversations
Edge also features a built-in Investment Illustrator designed to help consultants present fund performances and dividend-paying funds in a clear, engaging way.
Whether it's showing potential returns or explaining how dividends work, this tool simplifies complex concepts into visuals that clients can easily understand.
The result - Smoother conversations, better clarity, and an easier path to closing the deal.
For Dividend Sales Idea (Members Only) - Link
