Your next affluent client is already on LinkedIn.
ProspectAI Copilot screens LinkedIn for affluent & HNW Singaporeans, scores them, and hands you a CPF/legacy value-add angle plus compliant, on-brand outreach — so more conversations become booked first appointments.
No credit card · You stay in control of every message
The whole prospecting loop
Stop guessing who to approach
The generic AI tools stop at scraping a list. ProspectAI Copilot scores the right Singaporeans, gives you a reason to reach out, and keeps the relationship moving — compliantly.
HNW screener
Define who's worth your time — seniority, industry, Citizen/PR vs expat, affluence band — and only see prospects that fit. Built on Singapore's wealth reality.
One-click LinkedIn capture
A browser extension captures any profile — and bulk-scans search results — straight into your pipeline.
Affluence & timing score
Every prospect gets a 0–100 score, an affluence tier, an SG-residency read, a MAS Accredited-Investor flag, and detected wealth-trigger signals.
A value-add angle, built in
CPF nomination gaps, the post-SA-closure question, legacy planning for business owners, cross-border estate for expats — so you open with genuine insight, never a pitch.
MAS-compliant outreach
Openers & replies drafted in your own voice and screened against the MAS digital-advertising rules — no income claims, no guarantees, no tailored advice in writing.
Pipeline & follow-ups
Track every prospect from invite to meeting, with reminders so no warm lead goes cold.
How it works
From a name to a booked meeting — in minutes
Set your screener
Tell it who you serve — senior professionals, founders, Citizens/PRs, expats — and the affluence bar.
Capture from LinkedIn
One click on a profile, or bulk-scan a search. No lists to buy, no spreadsheets.
Get a scored prospect
Affluence + timing score, residency read, wealth signals, and a CPF/legacy value-add angle.
Reach out & book
Send a compliant, on-brand opener in your voice. Track replies and follow-ups to a meeting.
Pricing
Plans that pay for themselves in one case
Start solo, or equip your whole unit and give every leader visibility into their advisers' pipelines. Per-seat pricing drops as your team grows.
Basic
Solo financial adviser
+ S$499 one-time setup
- 1 adviser seat
- LinkedIn capture extension + bulk scan
- HNW screener + 0–100 scoring
- CPF/legacy & expat value-add angles
- MAS-compliant, voice-matched outreach
- Pipeline, follow-ups, content & templates
Team
1 Manager + 4 advisers
+ S$1,995 setup · 5 seats
- Everything in Basic, for all 4 advisers
- Manager dashboard — see every adviser's pipeline
- Team funnel & ROI analytics by rep
- Shared screener presets & templates
- Priority email support
Agency
1 Associate Director + 9 advisers
+ S$3,495 setup · 10 seats
- Everything in Team, across 10 seats
- Associate-Director rollup over all advisers
- Multi-team analytics & leaderboards
- Onboarding for the whole unit
- ~S$70 / seat
District
1 Director + 14 advisers
+ S$4,495 setup · 15 seats
- Everything in Agency, across 15 seats
- Director-level analytics across the district
- Team training + guided rollout
- Dedicated onboarding manager
- ~S$60 / seat — best value
Custom
Multi-district, group agencies & enterprise — from S$49/seat, org-wide analytics, custom onboarding, optional white-label.
Prices in SGD, excl. GST. 14-day free trial on Basic & Team. Annual prepay = 2 months free + setup waived. Extra seats billed at your tier's per-seat rate. ProspectAI Copilot is a drafting & prospecting aid — you and your firm's compliance team remain responsible for what you publish and send.
Turn LinkedIn into your best source of affluent clients.
Start free in minutes, or see the manager view for your unit. No credit card, no cold scraping — you stay in control of every message.