Automatic WhatsApp reminders for birthdays, anniversaries, and policy dates. Stay top-of-mind with every client, effortlessly.
No credit card required · 14 days free · Cancel anytime
Everything you need to stay on top of every client relationship — in one clean view.
Relationships are your edge as an advisor. But managing 100+ clients means important dates slip through the cracks.
A client's birthday passes. You find out from their Facebook post. The moment — and the goodwill — is gone.
Policy review dates come and go. No nudge means no conversation, no upsell, and a client who feels neglected.
You've got dates scattered across spreadsheets, sticky notes, and your memory. None of them send you reminders.
Milestone puts your client relationships on autopilot — so you can focus on the conversations, not the calendar.
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.
Need to follow up with something more formal? Generate a polished email draft from your call notes with one click.
No complex setup. No IT department. Just add your clients and let Milestone do the rest.
Enter client names and their important dates — birthday, marriage anniversary, policy start date.
Choose when you want alerts — 7 days before, 3 days before, or the day of. Pick your preferred time.
When a milestone is due, you get a WhatsApp notification with a ready-to-send draft message.
"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."
"My clients started commenting that I always remember their important dates. That's trust. That's retention. That's what Milestone gives me."
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.
Start your free 14-day trial →