Every client, looked after like your most important one.

More contact, less effortEvery client hears from their adviser, without adding hours.

One idea, every client it suitsThe firm's view, in each adviser's own voice.

Your rules over every messageApproved by the adviser, logged for the firm.

Rachel86 clients

Jun Wei97 clients

Aisha64 clients

Ben73 clients

Marcus112 clients

Where clients slip

Every client who slips carries the firm's name.

Your best clients get your best advisers. The rest get whatever time is left over, and they remember who forgot.

Your firm this morning.

Belated happy birthday, DanielSent a day lateThe birthday an adviser remembered too late.

Send the SRS notePromised in March, never sentThe promise from the last review that nobody chased.

Last message 12 MarchEight months agoThe client who has not heard from the firm since spring.

Every adviser

More contact with every client. Less effort for every adviser.

Stedly plans each review and covers the months in between: who to contact, why, and a draft ready to approve.

MarReviewPlanned in Stedly

AprBirthdayA note in the adviser's voice

MayPromise dueThe SRS note that was promised

JunPolicy anniversaryCover to look at before the flat sale

AugGetting marriedA wedding fund to set up

SepReviewPlanned in Stedly

42% to 90%of clients contacted every month

8 hoursback each week, per adviser

When the firm has a view Coming soon

One idea from the firm. Every client it suits, in their adviser's voice.

Stedly finds the clients an idea suits across every adviser's book and drafts one message for each, matched to their plan and written in their adviser's voice.

Nothing goes out until each adviser approves their own.

Investment idea from the firmLean towards Asian income this quarter38 clients4 advisers

Rachel to Mr and Mrs GohRachel approves

Dear both, a short note on a change I think suits your retirement plans. Could we find time for a call this week?

Jun Wei to ArjunJun Wei approves

Quick one, Arjun: an idea for the cash you mentioned after your bonus. Five minutes this week?

Marcus to PriyaMarcus approves

Priya, with the flat sale next year I'd like to steady things with some Asian income. Can we talk Thursday?

For the principal Coming soon

Every adviser's book, at a glance.

See who is slipping before a client notices. Amber shows it first.

Your firm this month432 clients, 5 advisers
Adviser	Clients	Contacted in 90 days	Overdue promises	Reviews prepared
Rachel Lim	86	71%	4	3 of 5
Jun Wei Koh	97	88%	2	5 of 5
Aisha Rahman	64	58%	6	2 of 4
Ben Ng	73	92%	0	4 of 4
Marcus Teo	112	94%	1	6 of 6

New business Coming soon

New business across the firm.

Every adviser's pipeline in one view: who is at which stage, what each prospect still owes, and where it is stalling.

Met41

Hui MinMet at the clinic talk

Darren LeeReferred by the Gohs

Talking18

Siti KhalidSecond call booked

Proposal9

Wen ChenProposal sent Monday

Onboarding6

Arjun KapoorOwes his CPF statement

Your rules

Your firm's books. Your rules.

Advisers advise and approve. Stedly drafts and remembers, and records who did what.

Every message approvedBy the adviser who owns the client, one at a time.

A full audit trailWho changed what, and when, across every adviser.

Roles that fit your firm Coming soonOwners, advisers and read-only staff.

Activity Priya Nair

StedlyDrafted a check-in about the flat sale09:12

RachelEdited the draft09:14

RachelApproved and sent on WhatsApp09:15

PriyaReplied: happy to meet next week11:40

StedlyFiled two new memories from her reply11:41

Your tools

Works with the tools your firm already uses.

Integrate Stedly into or on top of your existing technology, or use it standalone. Bring your spreadsheets as they are; we do the first import with you.

StandaloneStedly as your firm's client workspace, from day one.

On top of your CRMYour CRM stays the record; Stedly does the remembering and drafting.

Underneath itStedly feeds memories, promises and plans into the tools you already use.

Works with the tools you already use