How Stedly works
One place for every client relationship: what you know, what you promised, the plan, and the messages that keep it all moving. Here is each part, with example clients.
Today
Open Stedly and the day is already sorted.
- Drafts waiting for your approval
- Birthdays, reviews and life events coming up
- Promises due, before they go late
Drafts to review3Start with Priya's birthday note
Reviews this month5Next: the Lims, Thursday
Priya Nair turns 41
Training for her first marathon
Rajesh starts at the new clinic
Worth a note about CPF top-ups
Clients and book
Everyone you know, from first meeting to long-standing client.
- A pipeline from just met to onboarding to client
- Your whole book’s value, as at the latest statement
- Who is due a catch-up, at a glance
Book value, as at 31 OctS$18.4m▲ S$412k since September
Just met
4 people
Onboarding
Fact-find sent to 2
Clients
3 due a catch-up
Memories
Everything you learn about a client, filed and kept up to date.
- Filed from meetings, voice notes, messages and fact-finds
- Dated, searchable and yours to correct
- Grouped by family, work, goals, investing and how they like to be handled
Daughter starts P1 in January
Family · from the 12 Sep meeting
Moving to part-time from 2027
Life and work · voice note
Wants to retire at 60
Goals · fact-find
Uneasy after a bad year
Investing · WhatsApp reply
Promises
What you owe each client, and what they owe you.
- Picked up from meetings automatically
- A nudge before anything goes late
- Kept promises build the client’s history
Send the SRS contribution note
Kept today
Book the half-yearly review
You · due Friday
Send last year's CPF statement
Priya · due 15 Dec
Planning and scenarios
Cash flow to retirement, with CPF built in.
- Income, spending, CPF and investments in one projection
- Scenarios you can try in the meeting, save and send
- Plans in today’s money, with the assumptions on show
Can the Lims retire at 60?On track
PlanScenario: bigger homeCPF LIFE from 65
Households
Plan for the people who share the money.
- Couples and families in one plan
- Each person’s goals and money kept clear
- Shared goals funded from both sides
Wei Ming, 46Salary, CPF, SRSRetire at 60
Grace, 44Salary, CPFPart-time from 2027
Shared goal: children's university
Both · from 2034
Household plan
Both incomes, one picture
Updates
Monthly market updates your clients actually read.
- Drafted in your voice from the month’s news
- Every figure checked against its source before you send
- A version for each client, shaped by their plan
November update · for Priya
Hi Priya, a quick note on the month. Global shares rose 3.1% in October while Singapore government bonds were broadly flat. With the flat sale next year, your plan keeps the cash we set aside untouched. Happy to talk it through.✓ Figures checked against the sourceA version for each of 42 clients
Meetings
Upload notes or a recording. Stedly does the filing.
- Memories, goals and promises taken from what was said
- A follow-up draft ready before you leave the car park
- Meeting notes from Zoom, Teams and Google Meet: next
Review with Priya · 42 minutes
Stedly filed 3 things from the meetingBuy-out projections by Friday
You owe
Clinic buy-out in 2027
Goal
Daughter starts P1 in January
Family