🎉 AI Client Insights just launched — Start free
For Financial Advisors & Consultants

Most tools help you get clients.Milestone helps you keep them.

You have 100+ clients. Milestone makes sure none of them feel forgotten.

Your AI copilot scans every client and builds a daily action list for you: who to contact, what to say, and a WhatsApp draft ready to send. Birthdays, renewals, job changes, dormant clients, AI insights. All in one place.

Your AI copilot scans every client and builds a daily action list for you: who to contact, what to say, and a WhatsApp draft ready to send. Birthdays, renewals, job changes, dormant clients, AI insights. All in one place.

Start 30-day free trial Open Milestone
Milestone
Hi John, here's your action list for today
3 items — should take about 2 minutes.
🎂 Clara D. — Birthday tomorrow
"Happy birthday, Clara! Hope you're celebrating well. Looking forward to our catch-up next week. Let's finalize that protection plan and maybe grab a coffee to chat about your badminton tournament too!"
⭐ Ryan T. — 7-Year Client Anniversary in 8 days
"Hey Ryan! Can't believe it's been 7 years already. Your referrals have meant so much to us. Looking forward to your June review. Let's make sure you and your family stay on track for those goals."
📋 Ryan T. — Life · Prudential renewal in 8 days
"Hi Ryan, your Life · Prudential policy renews in 8 days. Are you free to discuss this or next week?"

Everything about every client in one place

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Milestone dashboard
Upcoming Milestones
Next 90 days · 5 total
DP
David P.
🎂 Birthday · Apr 11
Today
RC
Robert C.
💍 Anniversary · Apr 12
1d
JM
James M.
🎂 Birthday · Apr 12
1d
CR
Caroline R.
⭐ 7-Year Client Anniversary · Since 2019
51d
TH
Thomas H.
💍 Wedding Anniversary · Jun 18
68d
Margaret T. · AI Insights
Pre-retirement · $1M–$2M
📋 Client Snapshot
Margaret is 3 years from retirement with growing concerns about healthcare costs. A dedicated golfer and wine collector, she values relationship continuity and has been a loyal client since 2019. Her upcoming retirement transition makes portfolio certainty and trust critical priorities for her.
💡 Relationship Suggestions
1
Birthday touchpoint in 11 months — plan it now
Margaret's birthday is Mar 14. Send a handwritten note or small gift this year, not just a generic email. She's a long-term client who'll notice the upgrade.
2
Schedule a retirement runway review
With 3 years to retirement, now is the right time for a formal review of her healthcare cost projections and drawdown strategy.
3
Send a personalised wine rec for her anniversary
Her wedding anniversary is Jun 18. A short message referencing her wine interest will feel genuinely personal, not templated.
Clients
Client Type Health Next Milestone AUM Client Since
MT
Margaret T.
 InsProp Healthy
🎂 Jun 18
41 days
 $1M–$2M Jan 2022
DP
David P.
 InsFin At Risk
💍 Sep 5
119 days
 $500k–$1M Mar 2021
RC
Robert C.
 Ins Healthy
🎂 Nov 14
189 days
 < $500k Aug 2023
JM
James M.
 FinProp Healthy
💍 Oct 22
166 days
 $1M–$2M Jun 2020
SL
Sarah L.
 InsFin Healthy
🎂 Jul 22
75 days
 $2M+ Nov 2019
AK
Amir K.
 Ins Needs Attention
💍 Aug 11
94 days
 $500k–$1M Feb 2022
PW
Patricia W.
 InsProp Healthy
🎂 Oct 8
152 days
 $1M–$2M Oct 2021
HN
Henry N.
 Fin At Risk
🎂 Dec 20
225 days
 $500k–$1M Jul 2023
YT
Yvonne T.
 Ins Needs Attention
💍 Mar 3
299 days
 < $500k Apr 2024
Reminders
Due Soon
JM
Call James M. — Policy renewal follow-up
Today · Added by you
Due today
MT
Send Q2 portfolio update to Margaret T.
Tomorrow · Added by you
1d
SL
Check in with Sarah L. after retirement plan review
May 10 · Added by you
3d
Upcoming
AK
Annual review meeting — Amir K.
May 15 · Recurring yearly
8d
HN
Henry N. — Follow up on ILP surrender query
May 18 · Added by you
11d
PW
Patricia W. — Pre-retirement income planning call
May 22 · Added by you
15d

Reminders that help you strengthen client relationships

Milestone sends a weekly email digest every Monday and daily WhatsApp alerts when a client moment is days away.

  • 🎂Birthday and anniversary reminders
  • 📋Policy renewal alerts
  • 📞Follow-up nudges when a client's gone quiet too long
  • 💼Job change alerts — the perfect moment to reach out
The problem

You're managing 100+ clients.
Something's already slipping.

You know relationships are everything in this business. You also know you forgot someone's birthday last month.

Advisor at work

Forgotten birthdays & anniversaries

You find out about a client’s birthday from their Facebook post. While your competitor just called them.

You know it’s been too long. You don’t know what to say.

You open their file. Last contact: 4 months ago. You stare at it for a bit, then close it and move on.

Hours wasted on personalisation

Writing a personal email for 150 clients is impossible. So you send generic ones, and clients can tell.

Generic tools weren’t built for this

Sales tools track pipelines. Project tools track tasks. None of them know that a client just changed jobs, or why that’s the perfect moment to reach out.

Research-backed data confirms what every advisor already feels.

63%

of clients hear from their advisor 4+ times a year — even though 8 in 10 want to

YCharts 2024
81%

would be more likely to refer an advisor who communicated more personally

YCharts 2024
74%

of advisors are not meeting client expectations on contact frequency

Broadridge 2024
77%

of investors rank clear communication as a top priority

Avaloq 2025
57%

would switch providers due to a lack of trust in their advisor

Avaloq 2025

Smart reminders, deep context, and AI. For advisors who win on relationships.

Flagship feature

Know every client.
Deeply.

Click any client and Milestone tells you exactly who they are, what they care about, and what to do next — all from your own notes.

  • AI-generated briefing from your call notes and history
  • 4 specific, actionable suggestions per client
  • One-click personalised email draft, ready to send
🧠 AI Insights
Sarah C. · Senior Manager, Grab
🎂
Birthday in 3 weeks — great time to check in. Her daughter just started school; a message about that would land well.
📈
RSU vesting this quarter — discuss reallocation into her ILP top-up before funds sit idle.
🏠
Mortgage at $450k — her sum assured hasn't been reviewed since 2022. Flag this at next meeting.
💡
No CI rider — husband is a GP, she understands health risk. High receptivity to a CI add-on.
Advisor and client

“I used to rely on memory and a messy spreadsheet. Now I actually feel on top of my book.”

— Independent Financial Advisor
Upcoming Next 90 days · 17 total
RW
Rachel W.
🎂 Birthday · 10 May
6d
CD
Clara D.
📋 Policy Renewal · Prudential · 14 May
10d
KO
Kevin O.
🎂 Birthday · 19 May
15d
JL
John L.
💍 Wedding Anniversary · 20 May
16d
RT
Ryan T.
📋 Policy Renewal · Prudential · 1 Jun
28d
PN
Priya N.
🎂 Birthday · 3 Jun
30d
Smart reminders

Never miss a moment that matters.

Birthdays, anniversaries, policy renewals, client anniversaries — Milestone tracks them all and puts the next 90 days in front of you every morning.

  • 90-day rolling view of every upcoming milestone
  • Policy renewal alerts with one-click outreach
  • Daily email digest — no app to check
AI-powered prioritisation

Always know who to call today.

Every morning, Milestone's AI scans your entire client list and surfaces the top 5 people you should reach out to — with a clear reason why.

  • AI ranks clients by recency, upcoming events & policy renewals
  • One-line reason for each contact so you know exactly what to say
  • Log the call or fire off an email draft in one click
✨ Who to Contact Today
AI · updated now
SC
Sarah C.
Birthday in 4 days — hasn't been contacted in 47 days
📝 Note
MT
Marcus T.
Prudential policy renews in 12 days — no outreach yet
✉ Email
RL
Rachel L.
No contact in 94 days — relationship going cold
📝 Note
JO
James O.
Job change detected at LinkedIn — great time to review needs
✉ Email
AK
Aisha K.
Wedding anniversary next week — perfect check-in moment
📝 Note

Daily notifications

Get an email every morning with upcoming client milestones. No app to check. It comes to you.

Policy renewal reminders

Get reminded before a client's policy comes up for renewal. Never miss a renewal window.

AI-drafted follow-up emails

Generate a polished, personalised email draft from your call notes and client history with one click.

Client Health Score

Every client gets a colour-coded health indicator (green, amber, or red) based on recency of contact. Never let a relationship go cold unnoticed.

Reminders & Snooze

Set follow-up reminders directly from milestones: 3 days, 1 week, 1 month, or a custom date.

LinkedIn Job Alerts

Milestone tracks your clients' LinkedIn profiles and alerts you when they change jobs. The perfect moment to reach out about new financial needs.

Monday Weekly Digest

Every Monday morning, get a digest of the week's milestones plus clients you haven't contacted in 60+ days. Your week, pre-planned.

Instant Client Summary

One click gives you a natural-language briefing on any client. Everything you need before a call, in seconds.

Log meetings & calls

Jot down call notes, outcomes, and next steps. Build a full relationship history over time.

Up and running in minutes

No complex setup. No IT department. Just sign up for an account and add your clients — let Milestone do the rest.

1

Build your client profiles

Add client names, important dates, life stage, AUM, LinkedIn, and notes. The more context you give, the smarter the AI gets.

2

Stay ahead of every client

Milestone surfaces upcoming events, flags clients you haven't touched in a while, and generates AI-powered insights so you always know who needs attention.

3

Act with one click

Draft a personalised email, fire off a WhatsApp, log a call note, or set a follow-up reminder — all from one place.

Advisor using Milestone on laptop
Why Milestone

Most tools help you get clients.
Milestone helps you keep them.

Generic sales tools are built for lead conversion. Milestone is built for the relationship that comes after.

Generic CRM & Sales Tools
Milestne Built for advisors & consultants
Focus New lead conversion Existing client retention
Reminders Generic follow-up sequences Life events & milestones
AI insights — Client insights + message drafts
LinkedIn job alerts — Auto-detects job changes
Pricing $50–300+/mo team plans $19/mo, no per-seat fees
What Milestone does differently
✓
Built for retention, not lead conversion
Designed for the relationship after the sale
✓
Life events & milestone reminders
Not generic follow-up sequences
✓
AI client insights + message drafts
Generic sales tools have no AI
✓
LinkedIn job change detection
The perfect moment to reach out
✓
$19/mo, no per-seat fees
Not bloated $50–300/mo team plans

One price. No catches.

Everything included. No per-seat upsells, no feature tiers. Try free for 30 days, then $19/mo or $189/yr if it's working for you.

Free Trial
$ 0

30 days · no credit card required

  • Unlimited clients
  • Email & WhatsApp notifications
  • AI-powered client insights
  • Who to call today? AI suggestions
  • AI email drafts
  • Call notes & client timeline
  • Client health scores
  • Reminders & follow-up snooze
  • Weekly digest email
  • Custom message templates
Start Free Trial
Most popular
Pro
$ 19 /month

Everything you need, no limits

  • Unlimited clients
  • Email & WhatsApp notifications
  • AI-powered client insights
  • Who to call today? AI suggestions
  • AI email drafts
  • Call notes & client timeline
  • Client health scores
  • Reminders & follow-up snooze
  • Weekly digest email
  • Custom message templates
  • LinkedIn job change alerts
  • Google Calendar sync
  • Priority email support
Get started
Best value
Pro Annual
$ 189 /year

Billed once a year

  • Unlimited clients
  • Email & WhatsApp notifications
  • AI-powered client insights
  • Who to call today? AI suggestions
  • AI email drafts
  • Call notes & client timeline
  • Client health scores
  • Reminders & follow-up snooze
  • Weekly digest email
  • Custom message templates
  • LinkedIn job change alerts
  • Google Calendar sync
  • Priority email support
Get started
What advisors say
★★★★★

“Honestly I was a bit resistant at first. I already have a CRM, I didn’t want another thing to maintain. But the morning digest is actually useful. Last week it reminded me David’s policy renews in 3 weeks, which I’d completely forgotten about. Still getting used to some parts but the core stuff works.”

Steven W.
Steven W.
Independent Financial Advisor
★★★★★

“There was this one client I hadn’t called in like 4-5 months. Milestone flagged it, I almost ignored it, but I called anyway. Turns out he’d been thinking about restructuring and was already talking to someone else. We sorted it out. His brother signed with me two weeks later.”

Jay Y.
Jay Y.
Financial Consultant
★★★★★

“The AI thing. I was skeptical, I’ll be honest. But it flagged that a client mentioned her daughter going to poly last year, and suggested I follow up about life planning. I would never have connected those dots myself. That led to a real conversation. I don’t know how it picked that up from my notes but I am glad it did!”

Siti P.
Siti P.
Insurance Agent

While others chase leads,
the best consultants keep theirs for life

Join finance, insurance & real estate consultants who never miss a client moment that matters.

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