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The Leading Platform
for Financial Advisers

Hundreds of advisers—from individual to agencies—use getArrange to discover leads, spot opportunities and grow sales effectively.

Request a DEMO

school Certified Estate Planner Course

Estate Planning Training and Certification

 S$1199 

Included with each CEP Standard or Pro plan

Educate and upgrade yourself at your preferred pace on our E-learning portal. Present yourself as a full fledged Certified Estate Planner.

Platform Plan

Member

Free  

 
  • Fee Sharing $50 for Consultative Will
    $50 for getArrange Vault
  • Request for Services
    (fees charged separately) Consult Lawyer [PKWA Law]
    Professional Services [JTC Kensington]
    Medical Services [Speedoc]
    Consultative Will [getArrange]
    Will Storage [getArrange]

Financial Tools

S$ 799 Yearly Subscription

Includes everything in Member
  • Fee Sharing $50 for Consultative Will
    $50 for getArrange Vault
  • Financial Planning Tools Cash flow & net worth statement
    CPF projection
    Estate projection
    Scenario planning
  • Standard Support Self-service helpdesk
    WhatsApp / email
    Replies within 3 business days

CEP Standard

S$ 799 Yearly Subscription

Includes everything in Member
  • Fee Sharing $50 for Consultative Will
    $50 for getArrange Vault
    33% of fees for Premium Will*
  • Financial Planning Tools Update Will's asset list*
    View Will's snapshot*
  • Will Drafting* Create & edit unlimited Premium Wills
    Issue invoice & receipt
    Full pricing control
    Includes professional indemnity
    Send final Will to user account
    Record witnesses
  • CRM* Client user account
    View & edit client records
    Collect consent
    Send preparation email
  • Standard Support Self-service helpdesk
    WhatsApp / email
    Replies within 3 business days

CEP Pro

S$ 899 Yearly Subscription

Includes everything in CEP Standard, Financial Tools, and more
  • Higher Fee Sharing $100 for Consultative Will
    $100 for getArrange Vault
    66% of fees for Premium Will*
  • Financial Planning Tools Import from Will*
    Update Will's asset list*
    View Will's snapshot*
    Cash flow & net worth statement
    CPF projection
    Estate projection
    Scenario planning
  • Will Drafting* Send user account to pre-fill Will
    Control user account access
    Create & edit unlimited Premium Wills
    Issue invoice & receipt
    Full pricing control
    Includes professional indemnity
    Send final Will to user account
    Record witnesses
  • CRM* Personalise your CEP Webpage
    Public contact form
    Client user account
    View & edit client records
    Collect consent
    Send preparation email
  • Enhanced Support Self-service helpdesk
    WhatsApp / email
    Replies within 1 business day
* features only available to estate planner who has been certified

Why getArrange?

Certified Estate Planner CEP Standard or CEP Pro plan

school Beyond Theory

More than just Will knowledge and usage of the platform, we also include a session to help integrate financial advice into your workflow.

all_inclusive Complete Platform

Intuitive platform with unlimited Wills of any complexity, price control and PI coverage. Enhance your adviser-client relationship!

person_add Discover Leads

Understand your client better, know who they care for and who they trust. These people may also need your services!

center_focus_strong Spot Opportunities

Offer meaningful financial proposals from the clear overview of what your client owns / owes and the snapshot of who gets what.

See pricing

How it works?

cast_for_education

Join usSign up as a Certified Estate Planner and complete the e-learning and exam online.

construction

Configure WillDraft the Will for your client through a step-by-step process within the platform.

mark_email_read

Send WillKey in your clients' email addresses to send them a user account with the completed Will.

Financial Tools Financial Tools or CEP Pro plan

dynamic_form Extremely Versatile

Intuitive interface lets you get to your point quickly. Fill in minimally, fine tune every detail or do a mix - entirely your choice. CPF and tax projections included.

smart_button Hyper Realistic

Cash deficits are automatically drawndown proportionally from Banks first then from non-bank liquid assets, including withdrawable CPF after age 55. And more...

insights Impress Visually

Show the visual impact of your solutions instantly. Use our preset scenarios or custom build your favourite financial plans and simulations.

file_copy Customisable Report

Generate a comprehensive report with charts. Choose what simulations to apply, customise the chart color to highlight the impact of your proposals.

See pricing

Contact us @ info@getarrange.com for Enterprise Solutions