# P10 Holdings

> Sales productivity and advisory compliance tools for the BFSI sector

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | APAC |
| Headquarters | Puchong, Selangor, Malaysia |
| Founded | 2016 |
| Stage | Growth |
| Employees | 11-50 |
| Funding | Bootstrapped |

## Overview

P10 Holdings is a distribution and sales technology provider for insurance advisors, wealth planners, and Banking, Financial Services and Insurance (BFSI) organizations in Malaysia and the APAC region. The company builds software tools that help financial advisors manage their sales activities, track client interactions, and maintain compliance with professional standards.

The company offers two core modules: a sales activity management tool called F.A.S.T. (Financial Advisory Sales Tool) and a Sales Productivity Management System (SPMS). Both are recognized by the Malaysian Financial Planning Council (MFPC) as Advanced Financial Navigation Applications. The platform is cloud-based and designed to integrate with banking and insurance infrastructure.

Founded in 2016 and formally incorporated in 2021, P10 Holdings operates within the Malaysian BFSI sector. The company serves insurance agents and financial advisors seeking to modernize their sales workflows while maintaining codes of ethics and professional compliance requirements.

## Products & services

### F\.A\.S\.T\. \(Financial Advisory Sales Tool\)

A sales navigator designed for wealth advisors and insurance advisors. The module supports daily sales activity management, lead tracking, deal closure workflows, and customer engagement with minimal data entry requirements.

**Key features:**

- Daily sales activity tracking and management
- Lead management and deal closure support
- Customer journey and interaction tracking
- Streamlined onboarding with minimal data points required

*Target users:* Insurance advisors, wealth advisors, and financial planners

### SPMS \(Sales Productivity Management System\)

A core productivity module for BFSI organizations to monitor and manage advisor performance in real time. Enables organizations to track business activity, manage advisor productivity levels, and maintain compliance with professional codes and ethics standards.

**Key features:**

- Real\-time business activity monitoring
- Advisor performance and productivity tracking
- Compliance management with professional standards
- Performance metrics and reporting

*Target users:* BFSI organizations, insurance companies, financial advisory firms

## Category & focus

- Subcategories: Sales productivity management, advisor compliance tools, financial advisory CRM
- Insurance verticals: Life & Annuity
- Target customers: Agents/Agencies

## Links

- Website: <https://p10solutions.com>
- Directory profile: <https://insurtechlist.com/companies/p10-holdings/>
- Linkedin: <https://www.linkedin.com/company/p10solutions>

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*Last updated: 2026\-06\-15*