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.
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.
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.
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.
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.
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.
Every paper, a readiness score, and where each adviser is weakest.
Written from the official study text — including RES5's two-part paper.
The exact question count and time as the real sitting.
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).
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.
Every client tagged and current — never a stale spreadsheet.
A short list of the next best moves — not a blank screen and 200 contacts.
An AI brief from everything logged, and the next best move.
🔒 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 →Start with exam prep.
The easy first step: get your new hires passing. We take it from there, at your pace.
Start a conversation →