Milestone is the AI assistant that remembers every detail about your clients — and tells you exactly how to strengthen each relationship. Smart reminders, personalised messages, and AI-powered insights in one place.
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Everything you need to know every client deeply — and act on it — in one clean view.
Relationships are your edge as an advisor. But at scale, details slip — and clients notice.
A client's birthday passes. You find out from their Facebook post. The moment — and the goodwill — is gone.
You know something is off with a client but can't pinpoint what to do. You need insight, not just a reminder.
Writing a personal email for 150 clients is impossible. So you send generic ones — and clients can tell.
Milestone combines smart reminders, deep client context, and AI to help you build relationships that last.
Click any client and get an AI-generated snapshot of who they are, plus 4 specific, actionable suggestions for deepening the relationship in the next 30–90 days.
Get a WhatsApp message every morning with upcoming client milestones. No app to check — it comes to you.
Track all three milestone types per client. Set how many days in advance you want to be reminded.
Each alert comes with a pre-filled WhatsApp message draft. Open wa.me and send in seconds — personalised to the client.
Generate a polished, personalised email draft from your call notes and client history with one click. Review, edit, and log it for compliance.
Log notes after every client interaction. Milestone feeds them into your AI insights and email drafts so nothing gets lost between calls.
No complex setup. No IT department. Just add your clients and let Milestone do the rest.
Add client names, important dates, life stage, AUM, LinkedIn, and notes. The more context you give, the smarter the AI gets.
Click 🧠 on any client. Milestone analyses everything it knows and gives you a snapshot + 4 specific actions to deepen the relationship.
When a milestone hits, get a WhatsApp alert with a draft message. Or generate a personalised email with one click and log it for compliance.
"I have 180 clients. I used to miss at least a few birthdays a month. Now I get a WhatsApp every morning telling me exactly who to reach out to."
"The WA draft message is the killer feature. I tap the button, it opens WhatsApp with a message already written. Takes 10 seconds."
"The AI Insights feature is wild. I clicked it on a client I've had for 8 years and it surfaced a touchpoint angle I hadn't thought of. Sent the message that day."
One plan. Everything included. Start free, upgrade when you're ready.
14 days, no credit card required
Everything you need, no limits
Join financial advisors across Singapore and Malaysia who never miss a milestone.
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