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Announcement:

Every Advisor's Co-Pilot

The Intelligent Workspace for High-Performance Advisors

Upload policies. Automate extraction. Optimize coverage. Eliminate manual data entrywith a platform built for speed, accuracy, and strict data privacy.

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Dashboard Preview
The Pain

Stop "Spreadsheet Sundays"

Reclaim the 80% of your time spent on data entry and focus on
the 20% that matters, advising your client.

The Manual Way (The Past)

[ Step-01 ]

The Digging

The Digging

Digging through the fine print of 5 different PDFs to find specific coverage limits.

[ Step-02 ]

The Data Entry

The Data Entry

Manually typing and organising numbers into Excel. One typo ruins the whole projection.

[ Step-03 ]

The Calculation

The Calculation

Building custom formulas to sum up coverage across different policies and insurers.

The Results:

Time:
~ 12 hours (estimated)
Compliance Risk:
High (manual entry errors)
Client Wait
3 to 5 days

The KIROS Way (The Future)

[ Step-01 ]

Upload Documents

Secure Upload

Drag & drop raw policy PDFs directly into a secure, compliant workspace.

[ Step-02 ]

AI Extraction

AI Extraction

Identifies policy details instantly and organizes them into a unified portfolio.

[ Step-03 ]

Review & Advise

Human Verification

Verify with a click. Edit on the fly and watch totals update instantly.

The Results:

Time:
~ minutes (estimated)
Compliance Risk:
<1% (Audit trail)
Client Wait
Same day
The ROI of Automation
Time Saved

12-17

hours time saved and reclaimed per portfolio.

Capacity Increase

4x

increase in advisor capacity in handling clients

Client Experience

zero

wait time. Deliver analysis in first meeting.

Accuracy & Control

AI Speed. Human Judgement.

Kiros is not a robo-advisor. It's an assisted tool that does the heavy lifting, extracting, organising, and updating policy data, so you stay focused on advice, strategy, and compliance. Every recommendation still comes from you.

Automated Policy Extraction. Stop reading endless files. The AI scans long policy documents and maps the data for you. You can verify dozens of data points in seconds without flipping pages or hunting through documents.

Click-to-Source Verification. Never guess where a number came from. Click on any extracted figure, whether it's a sum assured or a premium, and Kiros instantly jumps to the exact page in the original PDF source.

Flexible Editing with Full Audit Logs. If you need to manually overwrite an AI-extracted figure, you can do it instantly. Crucially, every edit is time-stamped and logged, ensuring you maintain a perfect audit trail for compliance.

Accuracy Preview
Strategic Advisory

Instant Portfolio Comparison & Scenario Planning.

Stop manually building spreadsheets just to show a "Plan B." Create, compare, and explain multiple portfolio scenarios in minutes.

[ 01 ]

Rapid Portfolio Building.
Usually, comparing a new recommendation against a current portfolio requires hours of extracting data from new quotes and re-doing the math.

Kiros

The Kiros Way. Simply upload your recommended policy quotes. The AI extracts the details instantly, allowing you to group them into "Portfolio A" or "Portfolio B" without a single manual calculation.

Portfolio Comparison

[ 02 ]

Side-by-Side Portfolio Comparison.
Give your clients a clean "Apples-to-Apples" view.

Visual

The Visual. Place the client's Current Portfolio next to your Recommended Portfolios (e.g., Plan A vs. Plan B).

Math

The Math. The system automatically tabulates the differences in coverage gaps and premiums. Your client sees exactly how much more value they get with your recommendation versus what they have now.

Real-time Scenarios

[ 03 ]

Smart Annotations & Transparency.
Don't just show the numbers; explain them.

Sticky Notes

Sticky Notes. Add context directly onto the comparison table (e.g., "This rider covers early-stage CI, which your old plan lacks").

Formula

Formula Explanations. Click on any calculated difference to see the formula breakdown, so you can explain exactly how the new coverage totals were derived.

Clarity Features
Uncompromised Security

Compliance is our source code.

We built our infrastructure to meet the strict standards of Singapore's financial services industry. Your client data is sacred, sovereign, and secure.

Zero Retention Promise.
We process. We don't pry. Our AI uses a Zero-Retention API architecture. It reads the document to extract data, then wipes it from memory. We never train our models on your client data.

Hosted in Singapore.
Data that never leaves home. All data is encrypted at rest and in transit on enterprise-grade servers physically located in Singapore, aligned with PDPA and MAS guidelines.

Audit Trails for Accountability.
Total accountability for every pixel. Our system automatically logs every action, what files were uploaded, what data was changed and when, and you get access to a time-stamped transparent history of it.

Security Specs

Encryption

AES-256 Bank-Grade encryption

Access Control

Two-Factor Authentication

Monitoring

24/7 Threat Monitoring

Common Questions

Everything You Need To Know

[ 01 ]

Is the AI 100% accurate?

No AI is perfect, which is why Kiros is designed as an "Assisted Tool," not a "Robo-Advisor." Our AI handles the heavy lifting of extraction, but the system requires your verification before finalizing any portfolio. You are always the final decision-maker.

[ 02 ]

Does the AI learn from my client's data?

[ 03 ]

What happens if I upload a scanned or handwritten policy?

[ 04 ]

Which insurers do you support?

[ 05 ]

Is this compliant with MAS regulations?

Waitlist

Join Our Beta as a Founding Adviser

By invite only. Limited spots available in this cohort.

Be part of our first cohort of advisers using Kiros in production. Get early access, a direct line to our product team, and a say in how we build the infrastructure of compliance-first, adviser-centric technology.

Kiros

Intelligent AI assistant for smarter & efficient financial advisory.

Built by Advisors, for Advisors.

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