Know every client like kin.
Never miss what matters.
AdvisorKin remembers what each client told you, shows how they like to be spoken to, and tells you what to ask next.
Free for up to 10 clients. No card, no password.
Rachel Tan
36 · birthday 14 Oct · Teacher · married · 2 dependants
Change birthdayEdit details
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Analysis is up to date · 24 analyses left
Message to send
Drafted from your last meeting, written for someone Supportive.
Hi Rachel, lovely catching up today, and congratulations again on baby number two! No rush on anything. Take your time to talk it over with Wei Jie, and I'm here whenever you're ready 😊
🎂 Birthday tomorrow
More wishes, or make it personal
Protect the growing family
highA new child raises what the family needs if income stops, and we haven't confirmed life cover.
Before the meeting
Know what to ask.
The questions worth asking, the gaps you haven't covered yet, and a prep sheet for first meetings.
During the relationship
Remember what matters.
Family news and worries kept on each client's page. Birthdays, important dates and the follow-ups you promised, reminded in time on Today, and on Telegram if you connect it.
After the meeting
Understand what comes next.
Key facts from your notes, their communication style, questions for next time, and a message ready to send.
From the first yes
It starts before you even meet
The moment a prospect agrees to meet, AdvisorKin is already helping. Walk into the first meeting prepared, and confident.
- They say yesOn a call, over text, or through a referral. Book the appointment in one go, and note who referred them.
- Log what you already knowTheir work, family, and what they said on the call. Whatever you have, even if it's only a little.
- Get your questions readyA prep sheet with what to ask, what to watch for and how to adapt, built around what you've filled in. Press Analyse on your call notes to tailor it further.
- Walk in preparedRead it on the way there. No blank moments, no guessing, and a first meeting that feels like a real conversation.
Book a first meeting
Aisha Rahman
Referred by Rachel · Nurse at TTSH
Just had a baby. Wants to “sort out insurance”. Sounded rushed on the phone.
Thu 2pm · Raffles Place
Prep sheet
- What made you say yes to meeting today?The real reason, often not the one they gave on the phone
- How do you know Rachel?A shared connection builds trust, and tells you how warm the referral is
- Does your company give you any insurance?Group cover usually ends the day they leave the job
Watch for: pauses before answering, asks how long this will take → Supportive or Analytical
How it works
Three steps after every meeting
Write what you remember
Right after the coffee or the call, type everything in your own words into one notes box. Short forms, typos, half sentences. Add a follow-up date if you promised something.
Log a meeting · Rachel Tan
Coffee at Holland Village. 2nd baby due March!! Husband Wei Jie wants her to stop work for a year. Worried about mum's hospital bills after her fall. Still has the old company plan only. Didn't want to decide anything today, wants to talk to WJ first.
Press Analyse
AdvisorKin picks out the facts that matter: family, health, money worries, life events. It reads their communication style, suggests questions for next time and drafts a message to send.
Show up prepared
Your Today screen, and a morning Telegram message if you connect it, list birthdays, appointments, overdue follow-ups and important dates. Birthday wishes are drafted in each client's style, ready to copy.
AdvisorKin
☀️ Good morning, Jamie
Tuesday, 13 October
🗓 Appointments
• Today 10:30am · Marcus Lim · Review · Holland Village
🎂 Birthdays
• Tomorrow · Rachel Tan turns 37
📅 Dates to remember
• Sat, 17 Oct · Priya Nair: Son starts university
📞 Follow-ups
• Overdue 1 day · Daniel Wong: Send hospital plan quote
Open the app →
8:00 AM
Every conversation
Talk to clients with less effort
Less time preparing and typing, and better conversations when you do talk.
Understand each client
What they care about, what worries them, how they like to be spoken to, and what they haven't told you yet.
Never run out of questions
Questions ready before every meeting, so the talk doesn't run dry and you uncover what they really need.
A message written for them
Birthday wishes, messages for important dates, and a follow-up after each analysed meeting, in a tone that suits each client. Copy, paste into your chat, send.
Why we built it
Our advisor friends kept losing follow-ups.
Birthdays remembered too late. Comparisons promised over coffee, then buried in chat threads. Notes spread across a notebook, a spreadsheet and their phone, and big CRMs that cost too much and were built for sales teams, not for knowing a client's family.
And the talking itself took too much effort. Running out of questions halfway through a meeting. Using the same approach with every client. Writing every follow-up message from scratch.
What they wanted was a personal assistant that remembers everything, reminds them in time and helps them know what to say. So we built one.
Read our storyHow we're different
Other tools track policies. AdvisorKin knows the person.
You probably already have somewhere to keep policies and due dates. Here's what AdvisorKin adds.
Your company's advisor app
Built for that company's policies and submissions. If you move, it usually stays behind.
AdvisorKin
Works with any company and any insurer. Keep using your company's system for policies. AdvisorKin is for the person: their family, worries, style and what to ask next.
Policy and premium reminder apps
Track premiums, due dates and renewals. Good at making sure payments aren't missed.
AdvisorKin
Reminds you of birthdays and follow-ups too, but mostly helps you talk: questions to ask, how to speak to each client, and a message ready to send.
Financial planning software
Built to produce the plan: cashflow, CPF, projections and reports. Great for the numbers, but it takes time to set up for each client.
AdvisorKin
Built for the conversation: what each client cares about, what to ask next, and how to say it so this person listens. A message every morning tells you who to contact today.
Big CRMs and spreadsheets
Well-known advisor CRMs start at around S$50 per advisor a month and are built for sales pipelines. Spreadsheets are free but easy to fall behind on.
AdvisorKin
Free for up to 10 clients, then from S$15 a month. Type your notes the way you'd tell a friend and AdvisorKin picks out the facts that matter. Made for your phone.
Communication styles
Speak the way each client listens
Some clients want the bottom line. Some want the numbers. Some need time and reassurance. AdvisorKin reads the signs in your notes and suggests how to open, what to avoid, and how to word your messages.
Similar to the four styles used in DISC, DOPE and colour-based trainings. Based on what you've observed, not an official or affiliated assessment.
Direct
Bottom line first
Dominance · Eagle · Red
Expressive
Persuaded by people
Influence · Peacock · Yellow
Analytical
Wants the evidence
Conscientiousness · Owl · Blue
Supportive
Needs to feel safe
Steadiness · Dove · Green
Every day
Nothing slips through
- Birthdays and important datesKids' exams, policy anniversaries, a parent's surgery. Reminded in time, with a message ready.
- Follow-ups you can tick offMark a follow-up done in one tap. Overdue ones stay on Today until you do.
- Made for your phoneAdd it to your home screen and it opens like an app. Works on any iPhone or Android.
- Bring your clients with youImport from Excel, Google Sheets or CSV on Starter and Pro. Download everything whenever you like.
Tuesday, 13 October
Morning, Jamie
Appointments2
+ BookNext 7 days3
Calendar
Your month at a glance
Meetings and reminders on one calendar. Tap a day to see who you're meeting and where, or book the next appointment. Write your notes afterwards and it's marked done.
October2026
Thursday, 15 Oct
+ BookYour clients' trust
Built for advisors who handle private details
Your clients never hear from us
Reminders go to you only. We never contact your clients.
Private to your practice
Every account's data is kept separate. No one else can see your clients.
Never sold
We don't sell, rent or share your data for advertising.
Any company, any insurer
Works the same whichever company you're with, and whichever insurers or products you advise on.
Pricing
Start free. Upgrade when your book grows.
Free
A working client book, free for good.
S$0forever
- Up to 10 clients
- 3 analyses a month
- Today screen, calendar and reminders
- Morning digest on Telegram
Starter
For a growing client base.
S$12.50a month
S$150 billed yearly
- Up to 30 clients
- 10 analyses a month
- Everything in Free
- Import clients from a spreadsheet
- Download all your data
Pro
For a full book of clients.
S$24.17a month
S$290 billed yearly
- Unlimited clients
- 30 analyses a month
- Everything in Starter
Need more analyses? Top up on any plan, and they never expire unless refunded: 10 for S$9 · 30 for S$24 · 50 for S$35 · 100 for S$59.
For teams of 5 to 20
Your unit's playbook in every advisor's pocket
Write your questions and messages once, and every advisor sees them where they prepare. Only S$20.83/month per advisor paid yearly, or S$25 month to month, one bill, 14 days free for leaders who've never led or been on a team. Clients stay private to each advisor.
Leading a unit? The team plan adds a shared playbook and one bill. Compare with everyone buying Pro
Coming soon
Portfolio: everything your client holds, in one review
Their policies and investments from any provider, what they want, and what's missing, with a PDF to hand over. Join the waitlist to try it free for 30 days when it opens. Pro members are switched on first.
Invite your advisor friends, earn analyses
Every account gets its own link. When an advisor who joins with yours starts Starter or Pro, they get 10 extra analyses, and so do you if you're on a paid plan at the time. Free trials don't count. They never expire, and there's no limit to how many you earn. If the payment is refunded in full or disputed, the reward is taken back.
Questions
Good to know
What is an analysis?
One press of Analyse on a client. AdvisorKin reads the notes you've written since last time (a very long backlog may take a second press) and updates their key facts, communication style, questions to ask and a message to send. Pressing Make it personal on a birthday or date wish also uses one, and the button always says so first. Writing notes, reminders, the first meeting prep sheet, ready-made wishes and the digest don't use analyses.
Do my clients see anything or get messages?
No. AdvisorKin is only for you. Messages are drafted for you to copy and send yourself, the way you normally reach that client.
My company already gives me an app. Do I still need this?
Your company's app is for their policies and submissions, so keep using it for that. AdvisorKin is for what those apps don't hold: what each client told you, how they like to be spoken to, what to ask next time, and the follow-ups you promised. It works the same whichever company you're with.
Do I need to install an app?
No. It runs in your browser, which means you can use it on any device: iPhone, Android, iPad, laptop or desktop. On your phone, add it to your home screen for one-tap access. The morning digest uses Telegram, which is optional.
Do I get anything for inviting other advisors?
Yes. Share your link from Settings. When an advisor who signs up with it starts Starter or Pro, they get 10 extra analyses, and so do you if you're paying for Starter or Pro too. The details are in our Terms.
What happens if I cancel or move to Free?
You keep your plan until the end of the period you paid for. Nothing is deleted. If you have more clients than Free holds, your most recently met ones stay active and the rest are kept, read-only, until you upgrade again. You can swap a locked client for an active one any time.
Can I get my data out?
Yes. Starter and Pro can download everything as a spreadsheet at any time, and so can anyone who has ever paid for a plan.
How do I sign in without a password?
Enter your email and we send you a 6-digit code. Type it in and you're in, on any device. There's no password to remember or reset, and none that can be guessed or leaked.
Something else?
Email us at support@advisorkin.com.