About Us

Last updated: 26 October 2026

SMART DISRUPTIVE SOLUTIONS (company registration no. 202103024532 (003229928-U)) is a Malaysian business that develops digital tools for financial professionals.

What we do

Our product, Invest Planner – Investment Unit Trust, Stock Tracker & Financial Planning, is subscription software for unit trust consultants and financial planners. It turns a client's existing statements – unit trusts, bank accounts, fixed deposits, ASNB, EPF, insurance policies, SSPN and share trading accounts – into a clear picture of their portfolio and finances, valued at the latest daily fund prices, together with retirement, education, insurance and will planning reports.

Why we built it

Many clients only see one product at a time. Consultants who want to give holistic advice spend hours re-typing statements into spreadsheets. Invest Planner does that work in minutes so the consultant can spend the meeting on advice: is the client's emergency fund enough, is the portfolio's risk right for them, will they have enough at retirement, are their family protected, is their estate in order.

Who it is for

• Unit trust consultants registered with FIMM and their agencies
• Financial planners and insurance agents who review clients' overall finances
• Advisory firms serving individuals and business owners in Malaysia

Our commitments

• Privacy: statements are read inside the user's own browser; each consultant's data is private to their account. See our Privacy Policy.
• Fair billing: 7-day free trial, clear monthly or yearly prices, cancel anytime. See our Refund & Cancellation Policy.
• Independence: we are not affiliated with any fund manager, bank or insurer.

Company details

SMART DISRUPTIVE SOLUTIONS
Registration no.: 202103024532 (003229928-U)
Email: smartdisruptivesolutions@gmail.com
Tel / WhatsApp: 011-51366817