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. It supercharges the adviser; it never replaces you. You send every message.
Private beta · You send every message yourself
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 wealth-trigger signals — with timing weighted by how fresh each signal is.
Learns which openers win
As you mark what you sent and who you met, it learns your best-converting angles and recommends the right one for each prospect — while still testing fresh hooks so you keep improving.
Timing alerts, not stale lists
A daily brief puts the highest-leverage moves first — and flags a prospect the moment a new wealth trigger (a sale, a promotion, a board seat) appears. You reach out when it actually matters.
Warm-intro paths
When you share a mutual connection, it drafts the intro request to send that contact — because a warm introduction beats a cold message every time.
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-aware 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 a daily brief and reminders so no warm lead goes cold. Each conversation carries a stage — rapport, discovery, meeting ask — and you're nudged the moment one stalls.
Smart reply triage
Paste any reply and it's read first — interested, question, objection, not-now, referral — with the reasoning shown, then answered in your voice. Objections follow a proven acknowledge-explore-respond shape. And anything sensitive (a complaint, distress, a regulator) gets NO template: it routes straight to you.
Appointment briefs
One click before a first meeting: who they are, why now, talking points, the objections this prospect is most likely to raise — with a compliant way to hold each — and what not to say.
Grounded — never invented
Generic AI outreach tools confidently invent details about people. Every draft here passes a grounding check: anything said about the prospect must trace to data you actually captured, or it's flagged before you send.
On-brand content + AI images
Generate educational CPF/legacy posts in your own voice — varied by angle and audience so a whole agency never posts the same thing — then add a scroll-stopping AI image with an editable punch headline. Ready to post.
Team rollup for leaders
Managers, Associate Directors and Directors see every adviser's pipeline, weekly activity, funnel and ROI in one view — with a WhatsApp-ready weekly summary, and seats and roles you control.
Compliance archive, built in
Every sent opener is recorded with its message text and MAS-check verdict, snapshotted at send time. When compliance asks what your advisers sent on LinkedIn, export the CSV — MAS's 2026 digital-advertising rules expect leaders to monitor exactly this.
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, a CPF/legacy value-add angle, and a warm-intro path if you share a connection.
Reach out & book
Work the daily brief — new triggers first — and send a compliant, on-brand opener. It learns which angles win and recommends them.
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.
Starter
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-aware, voice-matched outreach
- Pipeline, follow-ups, content & templates
Pro
1 Manager + 4 advisers
+ S$1,995 setup · 5 seats
- Everything in Starter, for all 4 advisers
- Manager dashboard — see every adviser's pipeline
- Team funnel & ROI analytics by rep
- Shared team message templates
- Team compliance archive & CSV export
- Priority email support
Growth
1 Associate Director + 9 advisers
+ S$3,995 setup · 10 seats
- Everything in Pro, across 10 seats
- Associate-Director rollup over all advisers
- Multi-team analytics & leaderboards
- Onboarding for the whole unit
- ~S$70 / seat
Enterprise
1 Director + 14 advisers
+ S$5,995 setup · 15 seats
- Everything in Growth, 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. Flat plans — no credits, no per-lead metering, no surprise overages. Private beta — access by request. Annual prepay = 2 months free. 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.
We're onboarding early advisers and teams by request. No auto-messaging — you stay in control of every message.