See it working
One week, two clients, nothing to sign up for.
Follow a week the way an advisor lives it: a first meeting booked, a note typed in the car, and a phone that remembers it all the next morning. Press the buttons. Nothing here needs an account.
Rachel and Marcus are made up, and so is everything they say. The screens are drawn copies of the real ones, so no advisor's client ever appears here.
Monday
A stranger says yes
Aisha agrees to meet on Thursday. You book it in one go and type the little you know from the call. Before you get there you have questions to ask, what each one is really for, and what to watch for in how she answers.
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
After the meeting
You type what you remember. Press Analyse.
No forms, no fields, no tidying up. One box, your own words. Then one press turns it into what you actually need before you see them again.
Log a meeting · Rachel Tan
36 · Teacher · married, 2 dependants
Coffee at Holland Village · Thursday
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.
Typed in the car afterwards, in whatever words came out. Short forms and typos are fine.
Press Analyse to see what comes back: the facts worth keeping, what to focus on, questions for next time, how they like to be spoken to, and a message ready to send.
Notice what changed between the two: Rachel is given room, Marcus is given numbers. Same app, same press. 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.
Every morning, 8am
The day arrives before you do
If you connect Telegram, the morning message lists who you are seeing, whose birthday is coming, the dates that matter and anything overdue. Nothing to open, nothing to remember. Your clients never hear from us.
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
Any day
The app in your pocket
It runs in your browser and sits on your home screen like an app. Switch between the three screens you will live in.
Your meetings, birthdays and anything overdue, the moment you open it.
Tuesday, 13 October
Morning, Jamie
Appointments2
+ BookNext 7 days3
Try it on one real client
Signing up takes an email and a 6-digit code. Add the client you are seeing this week, type what you know, and see what comes back about someone you actually advise.
No card
Free stays free for up to 10 clients.
No password
A code to your email, on any device.
No one else sees it
Reminders go to you. We never contact your clients.
Leading a unit? See the team plan · Questions first? Pricing and answers