HeyAda Say hi 👋
For financial advisory & insurance agencies

Help your new advisers pass.
Then help your team sell better.

Start with exam prep that gets new hires through CMFAS — the easy first step. When you're ready, the same partner builds the sales engine that runs your whole team.

CMFAS exam prepCustom sales engineDPO & privacyBuilt for SG advisory
Start with exam prep →
Get a quote — within a day

Tell us what you need

Answer a few quick questions and we'll send you a plain-English quote. Free, no obligation, and no sales call unless you ask.

You know these two problems

New hires who can't pass — and a team you can't see.

You recruit them, you carry the cost of getting them started — then you watch too many stall at the exam and drift away, while the pipeline that's left lives in WhatsApp where you have no view of it. Those are the two problems we're here to solve.

📚

Every failed sitting is your cost

Generic question banks drill the wrong things, so new hires fail the first sitting — weeks of lost momentum, a re-sit, and an adviser who still can't earn. You paid to recruit them; the exam is where you quietly lose them.

🧩

You can't manage what you can't see

Clients, follow-ups and figures scattered across chats and spreadsheets — so you can't see who's slipping without asking, and client details sitting in WhatsApp are a compliance exposure that lands on you.

🚪 Start here — the easy first step

Exam prep that gets new hires through, first time.

CMFAS practice built to actually pass the paper — not a generic quiz. Low commitment, immediate value, and it's how most agencies start with us.

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Questions from the real study text

2,000+ questions across RES5, M9, M9A and HI — each written from the official study text and independently double-checked, so nobody memorises something false.

⏱️

Mocks that match the real paper

Full-length, timed mocks with the exact question count and pass marks — including RES5's two-part bar that most tools get wrong.

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Spaced review of weak spots

Wrong answers come back on a schedule until they stick, and each one links straight to the page to re-read.

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Directors see who's ready

A leader's view of who's practising, who's stuck and who's ready to sit — so nobody's a surprise on exam day.

👀 See it — the exam platform your team would use
A director's dashboard — a readiness score for every paper and each adviser's weakest topics
You see who's ready.
Every paper, a readiness score, and where each adviser is weakest.
A real practice question in the exact exam format
Real questions, real format.
Written from the official study text — including RES5's two-part paper.
Full-length timed mocks matching the real paper
Full mocks, on the clock.
The exact question count and time as the real sitting.
A live agency's exam prep — the agency name is changed for privacy.
Get exam prep for your team →
This isn't a demo

A real agency runs their new-hire prep on it.

The question bank is built, verified, and in daily use — a live Singapore advisory agency prepares their new hires on it today (kept private at their request).

Exam prep — live & in use
2,112practice questions
4papers · RES5 M9 M9A HI
98.9%independently verified
100%from the study text
Every question written from the official study text and cross-checked by a second AI — then sat by real new hires.See the sales-engine case study →
➡️ When you're ready — the deeper build

A sales engine that runs your whole team.

Once exam prep has earned its keep, the same partner can replace the Excel-and-WhatsApp scramble with one custom system — built around how your team actually works.

🗂️

One place for the whole team

Every client, follow-up and weekly sales figure in a single system — consultant, manager and director, each with the right view.

🎙️

Just say what happened

An adviser speaks a quick note after a meeting and it's written onto that client's record automatically — no typing, nothing forgotten.

☀️

A morning brief that names the next move

Each adviser opens the day to a short list of exactly who to follow up and why — not a blank screen and 200 contacts.

📅

Booking with the mentor built in

See a mentor's free slots, book in one tap, and everyone gets the calendar invite and Meet link — no back-and-forth.

👀 See it — this is the real thing, not a sketch
The contact book, tagged Hot, Potential and To-call
The whole book, sorted.
Every client tagged and current — never a stale spreadsheet.
The day's guidance — the next best moves, not a blank screen
Guidance, every day.
A short list of the next best moves — not a blank screen and 200 contacts.
A client record with an AI brief and the next step
A client, remembered.
An AI brief from everything logged, and the next best move.
A live agency's system — names & numbers masked for privacy.
See the full sales-engine case study →

🔒 And the compliance layer: your outsourced DPO.

Advisory teams hold some of the most sensitive personal data there is. HeyAda can act as your Data Protection Officer — policies, consent, breach response — so the whole thing is built compliant from day one, not patched on later.

How the DPO service works →
Questions

What agencies ask us

The practical questions directors raise before starting.

Which CMFAS papers does the exam prep cover?
RES5, M9, M9A and HI — 2,000+ practice questions in total, each written from the official study text and independently double-checked, so no one memorises something false. Full-length timed mocks match the real paper's question count and pass marks, including RES5's two-part bar that most tools get wrong.
How is this different from a generic question bank?
Generic banks drill the wrong things and new hires fail the first sitting. Ours is built from the actual study text, with mocks that mirror the real exam, spaced review that brings weak spots back until they stick, and a director's view showing who's practising, who's stuck and who's ready to sit — so no one is a surprise on exam day.
Do we have to commit to the whole system to start?
No. Exam prep is the easy, low-commitment first step, and it's how most agencies start with us. When it has earned its keep, the same partner can build the deeper sales engine — at your pace, never forced.
What is the sales engine, and is it real?
One custom system that replaces the Excel-and-WhatsApp scramble: every client, follow-up and weekly figure in one place, voice notes written onto records automatically, a morning brief naming each adviser's next move, and mentor booking with calendar invites built in. It's live — a Singapore advisory agency runs on it today. See the full case study →
Can you also be our Data Protection Officer?
Yes. Advisory teams hold some of the most sensitive personal data there is, so we can act as your outsourced DPO — policies, consent, breach response — and build the system compliant from day one rather than patching it on later. How the DPO service works →
Is it built for Singapore agencies specifically?
Yes. The exam prep is built around the CMFAS papers Singapore advisers actually sit, and the sales engine is shaped around how SG advisory teams really work — consultant, manager and director, each with the right view. It's not a generic overseas tool bent to fit.

Start with exam prep.

The easy first step: get your new hires passing. We take it from there, at your pace.

Start a conversation →
Download a one-page overview (PDF) →