CREATEFOR.YOU Tools & Generators
Private by design · client-side

FOR ADVISERS, BANK RMs, SMEs & TEACHERS

Client-ready recaps & financial models in 60 seconds.

The friendly FUNFOR.YOU monster in round glasses working on a laptop in a polished office surrounded by charts and planning documents

VISUAL RECAPS

Beautiful client-ready summaries

Turn meetings, financial reviews, plans and numbers into polished visual recaps your clients will actually read. Choose your theme inside each tool.

  • PNG
  • JPG
  • SVG
  • Post, story, slide & A4 sizes
  • Client-facing

THE CLIENT LIFECYCLE

The recurring adviser and RM workflow — one recap for every step.

  1. 1 Meeting

    Meeting Summary

    Visual recap

    What you discussed, next steps on both sides, the key decision and the next review.

    Use template
  2. 2 Current state

    Existing Investment Summary

    Visual recap

    Portfolio Snapshot: value, returns, allocation and account buckets as the baseline.

    Use template
  3. 3 Strategy

    Needs & Solutions

    Visual recap

    Needs, gaps, the solutions discussed and the actions agreed.

    Use template
  4. 4 Results

    Month-End Wealth Review

    Visual recap

    Value, returns against benchmark, allocation, liquidity and credit.

    Use template

SPECIALIST RECAPS

Plan Journey Chart New

Visual illustration

A plan’s value by age, with milestones, payouts and totals.

Use template

Insurance 101 Chart New

Infographic

What to protect first: each cover, why and how much.

Use template

Policy Comparison New

Side by side

Old policy vs new: premiums, cover and what changes.

Use template

Retirement Income Snapshot

Visual recap

Target income against the sources entered.

Use template

Tax & Relief Summary

Visual recap

CPF top-ups, SRS and relief items with the deadline.

Use template

Business Banking Snapshot

Visual recap

Cash, working capital, borrowing and continuity.

Use template

Milestone Funding Snapshot

Visual recap

Property, education, wedding or business goals.

Use template

Protection Review Snapshot

Visual recap

Existing cover against the targets you enter.

Use template

Estate Planning Snapshot

Visual recap

Will, LPA, nominations and beneficiary mapping.

Use template

Singapore details such as CPF, SRS and SORA are optional modules. Recaps record what you enter; they do not recommend products.

SMART SPREADSHEET GENERATORS

Smart Spreadsheet Generators

Build working Excel-compatible models, trackers, calculators and dashboards without starting from a blank spreadsheet.

Real formulas. Real XLSX workbooks. Ready for Excel and Google Sheets.

  • START HERE sheet with your inputs
  • Live formulas that recalculate when you edit
  • Opens in Excel or Google Sheets
  • MAKE A RECAP turns the result into an image

Money & Planning

Forecasts, prices and costs you can hand to an accountant.

12-Month Cash Flow

Spreadsheet

See the lowest cash month before it arrives.

Excel-compatible XLSX

Build spreadsheet

Service Pricing

Calculator + XLSX

Cost base, target price, margin and what each discount really costs.

Excel-compatible XLSX

Open calculator XLSX included

Break-Even Model

Calculator + XLSX

Units and revenue needed to cover costs, with price sensitivity.

Excel-compatible XLSX

Open calculator XLSX included

Budget vs Actual

Spreadsheet

Spot overspending by category against a materiality threshold.

Excel-compatible XLSX

Build spreadsheet

Subscription Audit

Spreadsheet

Find recurring costs, annualize them and flag possible duplicates.

Excel-compatible XLSX

Build spreadsheet

Sales & Operations

Pipelines, invoices and content plans that keep the week moving.

Sales Pipeline & Deal Velocity

Spreadsheet

Weighted forecast, stale deals and slipping close dates.

Excel-compatible XLSX

Build spreadsheet

Aged Receivables & Invoice Chaser

Spreadsheet

Who owes what, for how long, with polite chaser text.

Excel-compatible XLSX

Build spreadsheet

90-Day Content Calendar

Spreadsheet

Weeks covered, weeks needing content and the biggest gaps.

Excel-compatible XLSX

Build spreadsheet

People & Data

Fair evaluations and clean data you can trust.

Weighted Hiring Scorecard

Spreadsheet

Structured, weighted interview scores that flag panel disagreement.

Excel-compatible XLSX

Build spreadsheet

Data Sanitizer New

Data utility

Clean dates, names, countries and duplicates — you approve every change.

Excel-compatible XLSX, CSV & audit log

Clean a file

FOR TEACHERS

Classroom Generators

Printable papers and an Excel term planner for English, business and other text-based subjects, made in your browser.

Test Paper Maker New

Printable PDF

Multiple choice, true/false, gap-fill and written questions, with an answer key and a shuffled Version B.

Print or save as PDF

Make a test

Tutorial Book Maker New

Printable PDF

A workbook with a cover, contents, chapters of notes, worked examples and tips, practice questions, key terms and answers.

Print or save as PDF

Make a book

Term Planner New

Excel workbook

Every week of the term with its dates, topic, objectives and assessments, and a dated row for every lesson, with breaks and holidays marked.

Download for Excel or Google Sheets

Plan a term