About Us

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At Simplyfi TrustPal, we believe that every financial journey deserves clarity, structure, and purpose. Whether it’s protecting a family’s wealth, simplifying financial planning, or creating a lasting legacy through trusts, we empower financial advisers and institutions to deliver these outcomes seamlessly.

Our platform combines AI-driven financial planning, trust structuring, and compliance automation into one integrated system—built to help advisers serve clients with speed, accuracy, and confidence.

TrustPal is more than just technology—it’s a complete Distribution-as-a-Service (DaaS) ecosystem that supports financial advisory firms, insurance agencies, and trustees in managing their entire post-sales operation, from case management to commission payouts.

Together, we’re reimagining how advisers and families connect—turning financial plans into legacies, powered by intelligence and trust.
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Our Core Values:
The Pillars of Trust and Transformation

Client First

We put advisers and families at the heart of every decision—ensuring every feature empowers better planning, protection, and legacy creation.

Clarity First

Our technology simplifies complex financial and estate processes, transforming data into meaningful insights and actions.

Trusted Always

Integrity, compliance, and transparency guide everything we build, so advisers can serve clients with confidence and peace of mind.

Innovate Boldly

We combine AI, automation, and trust structuring to redefine how financial advisers deliver advice and build enduring client relationships.

Legacy Built

We help families protect their wealth, preserve intent, and pass on values seamlessly across generations.

Stronger Together

Through collaboration between advisers, trustees, and institutions, we create a connected ecosystem that turns planning into legacy.

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Our Vision & Mission

Our Vision

To be the leading Financial OS that empowers advisers across Asia to plan with clarity, manage with confidence, and secure their legacy through intelligent trust and wealth solutions.

Our Mission

Simplify financial planning by integrating advisory, trust, and compliance into one seamless digital experience.

Empower advisers with AI-powered tools that automate workflows, enhance transparency, and elevate client relationships.

Build trust through technology by ensuring every process— from case management to commission payout—operates with integrity and compliance.

Enable lasting legacies by transforming how families and advisers plan, protect, and pass on wealth across generations.
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Our Team

The Leadership Driving TrustPal’s Vision Forward
Vin Tan - Simplyfi
Mr Vin Tan
Chief Executive Officer
  • 20 years of experience in Singapore’s financial advisory sector
  • Former Deputy CEO of SG Alliance (300+ reps) and EXCO member of Financial Alliance Corp (FAC)
  • Led Compliance, Commission, and FAR Ops for 400+ reps at FAC
  • CEO of Fintech Alliance (creator of FINICA CRM), and BD Director of Falco Academy (training arm of FAC)
  • Committed to using technology to empower financial distributors and streamline advisory processes
Lee Tuck Wai - Simplyfi-1
Mr. Lee Tuck Wai
Managing Director
  • Certified Financial Planner with nearly 20 years of experience in retirement, investment, insurance, and estate planning.
  • Former Business Strategy Lead & Head of Insurance Business at Swingvy, overseeing employee benefits in Malaysia and Singapore.
  • Previously a licensed Financial Adviser’s Representative and Practice Group Director.
  • Combines financial expertise with product innovation to promote technology adoption in advisory practices.
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Tony Lau
Chief Finance Officer (CFO)
  • Chartered Accountant (FCCA) with over a decade of regional experience in accounting, finance, audit, tax and regulatory compliance.
  • As the founder of EASE, he has spent over a decade advising startups, SMEs, and cross-border entities on corporate structuring, regulatory compliance, and transaction readiness.
  • Prior to founding EASE, he has also held leadership roles in multinational firms including Radius Group and Schneider Electric, where he oversaw cross-border financial operations and reporting across Asia.
  • Qualification include: FCCA (UK), CA (Singapore), Member of Chartered Accountants Worldwide Network, Accredited Tax Practitioner (Income Tax & GST), Registered Filing Agent with ACRA
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Mr. Loh Kian Feng
Chief Technology Officer (CTO)
  • ICAEW Chartered Accountant turned Software Engineer with experience at PwC, EY, and BDO.
  • Leads Simplyfi’s engineering direction, architecture, and infrastructure for scalable, reliable systems.
  • Developed enterprise platforms such as TrustPal and BizPal, enhancing advisor efficiency and collaboration.
  • Dedicated to driving transparency, efficiency, and innovation through technology.
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Our Advisor

Meet the Minds Behind Our Mastery

Mr. Lee Chiwi
Adviser, Simplyfi TrustPal
  • Lee Chiwi is the Chief Executive of PreceptsGroup in Singapore, with over 36 years of experience in legal practice and estate planning.
  • He is the majority owner of PreceptsGroup, which serves over 1,600 clients annually and collaborates with various financial and insurance professionals.
  • Chiwi founded Estate Planning Practitioners Limited (EPPL) in 2009, training over 7,000 professionals in Asia on Estate and Succession Planning.
  • Qualifications include: Barrister-at-Law, England & Wales (1986), Advocate & Solicitor, Singapore (1988), MBA, NTU Business School (1996), TEP (2005), Chartered Trustee (2015)