Beto Marinelli · Founder
20+ years in digital transformation, AI strategy, and portfolio turnaround.
Led $1B+ recoveries and strategic outsourcing across Asia-Pacific.
Plan Your Life · Hong Kong
Hard programmes for firms. Tools we ship ourselves.
We run technology programmes on short contracts — and build our own product lines beside them.
Who we are
Who we are.
Chief of Staff
Responsible for the overall effectiveness of the workflow.
Connects the team to the strategic direction of each product and service.
Fintech Product Director
Defines product strategy and delivery for consumer financial tools.
Aligns roadmap, requirements, and release readiness across the portfolio.
Chief Investment Officer
Designs investment frameworks for firm and family mandates.
Ensures portfolio construction and financial-instrument logic remain sound.
CRO
Establishes risk and capital governance across the business.
Advises leadership on funding posture and material exposure.
Chief of Engineering
Sets architecture, capacity planning, and secure operating environments.
Determines what can be delivered safely within technical constraints.
Senior Design Officer
Leads experience design prior to engineering build.
Ensures clarity, accessibility, and calm interface standards across releases.
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Tech consulting
Available for short-term contracts.
Portfolio rescue, private AI, fintech partners and outsourcing transitions.
What we built
Our own product lines.
Four products and tools we ship.
Fortune Teller
BetaA financial literacy tool for getting through this month, building a cushion and planning what's next.
Offshore
BetaA financial inclusion tool for people poorly served by banks.
CRM
ResearchA native AI CRM for Institutional Relations.
Digital Twin
ResearchA family succession tool.
Home
Tech consulting
Short-term contracts for hard programmes.
20+ years of tech and finance delivery, available when you need it.
Where we can help
Four kinds of work.
Four capabilities we take on short contracts.
Rescue a struggling portfolio
Triage, re-plan and restore financial control.
Private AI for regulated firms
Strategies for AI adoption.
Bring in fintech partners
Find the right partner and connect it, from first pick to live.
Outsourcing transitions
Due diligence, data centre moves and taking over in-house teams.
Home
Fortune Teller · our give-back line
Financial literacy, one step at a time. Free of charge.
A financial literacy tool for people without a bank or under money stress.
How it works
One step at a time.
A financial literacy path: get through this month, build a cushion, then plan what's next — free.
- Get through this monthStep 1
- Build a cushionStep 2
- Plan what's nextStep 3
- Help it growLater · directions only, once your cushion is built
The tools
Start with what you need now.
Start with Right Door. Fortune Teller is a financial literacy tool — live after beta test.
Right Door
LiveAsk your bank for the debt help it rarely advertises.
Fortune Teller
BetaA financial literacy tool for your whole path, one step at a time.
Live after beta test.
Our promise
You stay in control.
Both tools are free. Neither holds or trades your money, or contacts your bank for you.
Home
AI implementations
AI projects, early stage.
Early-stage tools for family succession, Institutional Relations, and financial inclusion.
AI implementation 1 of 3
Digital Twin
ResearchA family succession tool. In research — nothing to open yet.
AI implementation 2 of 3
CRM
ResearchA native AI CRM for Institutional Relations. Research · PoC — nothing public yet.
AI implementation 3 of 3
Offshore
BetaA financial inclusion tool for people poorly served by banks. In beta with Sunday Pack live — not a money-transfer service.
Sunday Pack
LiveFor domestic workers: put your debts on one page and stop new loans.