The Software for
Modern Planners
Eliminate tedious admin work, consolidate fragmented client data, and scale your advisory practice with Malaysia's most secure, all-in-one platform.
Currently Piloting With Planners From
How OnePlannerTransforms Your Workflow
Everything you need to run, plan, and deliver financial planning, all in one platform.
Purpose-built for Malaysia's ecosystem.
Track Firm Growth
Manage Your Clients
Monitor Client's Assets
Remove What Slows You Down
You shouldn't be held back by outdated tools and manual processes. OnePlanner is built to streamline how you work.
Clunky Old Software
Replace complex, unintuitive software with a platform that’s built for both advisors and clients to use with ease.
Fragmented Excel Files
Eliminate scattered spreadsheets. Consolidate fact-finding, notes, and client data into one, centralised platform.
Endless Manual Admin
Reduce time spent on manual entry and compliance tasks. We'll do your busywork, so you can do advisor work.
What High-Performance Firms Achieve With OnePlanner
Switching to OnePlanner isn't just about changing software, it fundamentally transforms the economics of your practice.
Less Admin Work
Automated data entry and built-in compliance workflows save hours per client.
Fact-Finding Time
Centralised, digital questionnaires mean fact-finding is instantaneous before meetings.
Case Conversion
Modern, professional, and seamless client portals build immediate and lasting trust.
Client Satisfaction
Clients love having all their financial goals and assets organised in one easy app.
Secure Data is Our Commitment
Compliance and security are core to OnePlanner. Backed by institutional experience, OnePlanner is designed to meet regulatory and industry compliance expectations.
Secure Data Access & Storage
Every data within OnePlanner is protected through banking-grade encryption. We utilise AES-256 encryption for data at rest and TLS 1.2+ for data in transit, and multi-layer encryption to ensure confidentiality and integrity throughout its lifecycle, from input to storage and retrieval.
Multi-layered Secure Authentication
We implement robust access controls, including Multi-Factor Authentication (MFA) , Single Sign-On (SSO) options, and Role-Based Access Controls (RBAC). We maintain audit logs to track all data access and changes, ensuring strict governance, risk, and compliance.
Your Data Stays in Malaysia
All information stored is kept within secure data centers located in Malaysia. Your data remains within the Malaysian jurisdiction and handled in accordance with PDPA and regulatory expectations. No sensitive information gets transferred overseas unnecessarily.
Reliable Backup & Recovery
We run multiple backups of our app, ready to step in if our core service provider ever goes down. Adopting world-class backup standards and practices, OnePlanner provides bank-grade reliability, so your practice remains uninterrupted.
Our Mission
We believe that great financial planning is life-changing. It enables families to build generational wealth, navigate uncertainty, and retire with confidence.
Every Malaysian deserves this level of guidance. We aim to accelerate adoption of financial planning in Malaysia through technology. But the reality is, tools available today are clunky.
From the anxiety to triple-check every number, to the frustration of messy file system. We understand your risk of looking unprofessional.
We're built to simplify your work and elevate your image.
Former BNM technologist building tools for Malaysia's financial planners
Backed by Investors. Built for the Long Haul.
We know that moving your practice to a new system is a long-term commitment, and stability is paramount. OnePlanner is fully backed by private investors, providing us with the robust financial runway needed to continuously innovate, maintain high security, and scale alongside your firm. We are here to stay as your reliable partner.
Founding Partner Offer: Join a select group of firms and lock in preferential pricing for life.
Claim Your Spot →See How OnePlanner Fits Your Practice
We’re onboarding a limited number of firms for guided demos and early access. Speak directly with us to explore how OnePlanner can fit your workflow.
- Centralised Data Management
- Automated Compliance Checks
- Seamless Client Portals
- Bank-grade Security
Request a Demo
We’ll review your details and reach out to schedule a tailored walkthrough.