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Every client, remembered.

The all-in-one platform for independent financial advisers in Singapore. Plan with CPF built in, keep every client close between reviews, and grow the assets you manage without adding hours.

Join Early AccessSee how it works

Look after every client like your best one.

Clients who hear from you stay, top up and refer their friends. That is how a book grows.

Happy birthday, DanielDrafted 2 days early · ready to send

Every birthday and milestone, remembered and drafted in your voice.

Send the SRS noteDue Friday · reminder set

Every promise from every review, kept on time.

Market update, November42 clients · a version for each

Every client hears from you, not just the top twenty.

Stedly does the remembering and the drafting, so your time goes on advice.

Can the Lims retire at 60?On track
0S$1mS$2m45608095Age · today’s money Retire at 60
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
Your bookS$50.2m
S$46mS$48mS$50mDecMarJunSepNovAssets under management, last 12 months
Up S$3.4m in 12 months97 of 100 clients contacted this quarter

Example clients and book.

Open it, and you know who needs you today.

  • Drafts ready to review. Birthdays, promises and check-ins, written in your voice.
  • Plans and scenarios with CPF built in, ready for the next meeting.
  • Promises you and your clients owe, before they go late.
  • Your whole book in one view, so nobody drifts.
Friday 13 November
Good morning, Sam
Drafts to review3Start with Priya's birthday note
Promises due this week21 was due on Tuesday
Priya Nair turns 41
Training for her first marathon
Draft ready
Review with the Lims
Plan updated with the flat sale
Thursday
Rajesh starts at the new clinic
Worth a note about CPF top-ups
Monday

Example clients.

No client goes quiet between reviews.

Two reviews a year, planned in Stedly. Every birthday, promise and life event in between, caught and drafted.

MarchReviewPlan and scenarios, side by side
AprilBirthdayA note in your voice
MayPromise dueThe SRS note you owed
JuneMarket updateA version for each client
AugustGetting marriedA wedding fund to plan
SeptemberReviewEverything since March, ready

Your licence. Your clients. Your call.

Stedly drafts and remembers. You advise and approve.

You approve everything

Every message and recommendation, one at a time, with a full audit trail.

Hosted in Singapore

Your clients' data stays in Singapore, with each client's consent on record.

Clients hear from you

Messages go from your own WhatsApp or email. Your clients never see Stedly.

Early Access

Five places for independent advisers

Three months freeFull use on your real book, from the day it is set up.
Your book set up with youWe import your spreadsheets and client notes together.
A real say in what we buildA direct line to the founders and a monthly session where your vote sets the order.
Your price, lockedAgreed with you before the free months end.

Running a team of advisers? Use the form and pick "A firm". We will set up a call.

Ask for a place

What we ask in returnBring your whole book, a 30-minute call every two weeks, and an honest reference if Stedly earns one.

Or email hello@getstedly.com. We use these details only to reply about Early Access. Privacy

Questions

Does Stedly give my clients advice?

No. Stedly drafts and remembers. You decide what to recommend and approve every message before it is sent. Nothing reaches a client without you.

Do my clients know I use Stedly?

Messages go from your own WhatsApp or email, in your voice. Stedly stays in the background.

Where is my clients' data held?

In Singapore. Delete a client and everything Stedly holds about them goes with them.

Can I bring my existing spreadsheets?

Yes. Investment trackers, platform exports and client notes all come in as they are. We do the first import with you.

What does it cost?

Early Access is free for three months. We agree your price with you before the free months end, and it stays fixed.