Join Early Access

Your whole book, looked after.

Works with the tools you already use

  • WhatsApp
  • Zoom
  • Gmail
  • Excel
  • Voice notes
  • Microsoft Teams
  • Google Calendar
  • Fireflies
  • HubSpot
  • PDF statements
  • Google Meet
  • Outlook
  • Google Drive
  • Otter
  • Salesforce
  • Platform exports
  • iFAST
  • Google Sheets
  • Calendly
  • Granola
  • Word
  • Telegram
  • Phone notes
  • Webex
  • OneDrive
  • Fathom
  • Zoho CRM
  • Google Docs
  • Insurer statements
  • Notion
  • Dropbox
  • Jump
  • Slack
  • Google Forms
  • tl;dv
  • SharePoint
  • CSV files
  • Typeform
  • Gong
  • PowerPoint
  • Box
  • Read AI
  • Microsoft Forms
  • Fact-find forms
  • Avoma
  • Jotform
  • Google Slides
  • Tally
  • DocuSign
  • Your CRM

Every morning

Today

Stedly reads your whole book overnight: birthdays, promises, life events and plans drifting off track. By the morning it has picked who needs you and drafted something for each.

No list to build and nothing to remember. Every name comes with the reason to get in touch.

Drafts to review3Start with Priya's birthday note
Reviews this month5Next: the Lims, Thursday
Priya Nair turns 41
Training for her first marathon
Draft ready
Rajesh starts at the new clinic
Worth a note about CPF top-ups
Monday

Before and in the review

Planning and scenarios

Cash flow to retirement with CPF built in. Ready before you walk in, and changed live in the meeting.

One projectionIncome, spending, CPF and investments together.
ScenariosTry one live, or save it as a draft to share with the client, get their view and track progress against it.
HouseholdsCouples and families in one plan.
A briefOne page before every review.
Can the Lims retire at 60?On track
Retire at 60S$1m S$2m0 45608095 Age · today's money
PlanScenario: bigger homeCPF LIFE from 65
Income to 95, with CPF built inCovers spending
0S$50kS$100kS$150k5565758595Age · income each year, today’s money Spending
SalaryInvestmentsSRSCPF LIFE

Thursday's review with Priya

Since you last met

S$412,300, up since March

Open promise

You: sale scenarios

Worth mentioning

Daughter starts P1 in January

Worth asking

Cover for the flat sale?

After the review

Notes that file themselves

Transcripts come straight from your video calls, or drop in your notes or a voice memo. Stedly files the memories, goals and promises, each one dated and yours to correct.

Nothing to type up after a review. The follow-up is already drafted.

Voice note after the review with Priya · 2 minutes"…she wants the sale scenarios by Friday, they are selling the flat in 2027, and her daughter starts P1 in January…"
Stedly filed three things and drafted the follow-up
Sale scenarios by Friday
You owe
Promise
Flat sale in 2027
Goal
Goal
Daughter starts P1 in January
Family
Memory

Between reviews

Promises

What you owe each client, and what they owe you, picked up from every review and kept in one place.

A nudge two days before anything goes late, with the message already drafted.

You owe Priya

Send the SRS noteKept today

Sale scenariosDue Friday

Priya owes you

Last year's CPF statementDue 15 Dec

Signed fact-findReceived 3 Nov

When markets move

Updates

One month's news becomes a version for every client, shaped by their plan and what you know about them.

Every figure checked against its source before you approve it.

Priya Nair Version 1 of 100

Global shares rose 3.1% in October. With the flat sale next year, the cash we set aside stays untouched.

Shaped by Flat sale in 2027Keeps cash aside
Mr and Mrs Lim Version 2 of 100

Bonds were broadly flat. Your income plan for 60 is unchanged, and CPF LIFE still starts at 65.

Shaped by Retire at 60Income first
Rajesh Kumar Version 3 of 100

A good month for shares. With the new clinic, it may be time to look at CPF top-ups again.

Shaped by New clinicCPF top-ups

Your whole book

Clients and pipeline

Everyone you know, from first meeting to long-standing client, with your book's value as at the latest statements.

4Just met
3Onboarding
100Clients

2 moved forward this week

Book value, latest statementsS$50.2m▲ S$400k since October
Just met
4 people
4
Onboarding
Fact-find sent to 2
3
Clients
3 due a catch-up
100

Set up once

Set up around how you work.

Settings · Configuration

Planning assumptions

Return, 60/40 mix5.0%
Return, 80/20 mix6.0%
Inflation2.5%
Your yearly fee0.8%
Returns are after fees
Client overrideDr Grace Yeo · return 4.5%

Tone of voice

Learned from3 client letters and 12 edits
GreetingHi {first name},
Sign-offWarm regards, {your name}
Never useguaranteedrisk-freeact now
StyleShort sentences, no jargon

Product types

ProtectionTerm lifeWhole lifeCritical illnessHospitalisation
InvestmentUnit trustsETF portfoliosILPs
RetirementAnnuitiesCPF top-upsSRS
+ Add a product type

Client types

Young professionalsTerm life · ETF portfolios · CPF top-ups
Young familiesWhole life · Hospitalisation · Unit trusts
Pre-retireesAnnuities · SRS · CPF top-ups
Business ownersCritical illness · Unit trusts · SRS
+ New client type

Pipeline stages

Name the stages a prospect moves through. Rename any of them.

4
3
2
100

That is one adviser.

Running a firm? See Stedly across every adviser.

See Stedly for firmsJoin Early Access