For financial advisers in Singapore

Your spreadsheet holds everything and reminds you of nothing.

It turns the client book you already keep into today's birthdays, follow-ups and CPF conversations. Everything runs on your phone.

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“Made 3 touch points again thanks to Aqenta”
Muhd A. Independent financial adviser, Singapore

Three clients who got a call that week. Without it he would not have known which three.

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And this is the whole screen

Not a screenshot. Tap Paid on a premium and watch the date roll forward. Tap Done on a follow-up and watch it stop asking.

Wednesday

2 need attention

6 clients in your book

What's on today?

Overdue

Premiums due

Appointments

Who's worth a call?

Follow-ups

Birthdays

CPF milestones

These clients are invented. Nothing here is real.

A premium marked paid doesn't just disappear. The date moves to the next cycle and stays anchored to the day of the month it was always on, so one due on the 31st is still on the 31st after it has been through February.

That's the thing a normal spreadsheet doesn't do for you unless you build and maintain the logic yourself. Which is why a date typed into one is right exactly once.

It opens on today

Three questions answered before you have touched anything.

Premiums too, if you track them. They roll forward when you mark one paid, and one due on the 31st stays on the 31st even after it passes through February. Plenty of advisers leave that to the insurer, and the rest works without a single due date.

Nothing leaves your phone

Your book is stored encrypted on your device. There is no server copy, and there is no AI. Nothing is transcribed, summarised or sent to a model. Your clients have not trained anything and could not.

Import your spreadsheet in one go, export an encrypted backup whenever you like. Your data leaves as easily as it arrived.

And four things it will never hold. Each one a decision, not a gap.

  • Never NRIC or FIN Not a field, not optional, not hidden. The importer refuses to map a column that looks like one.
  • Never Commission or income Firm-confidential, and it sharply raises the stakes of anything going wrong.
  • Never Documents or attachments Policy schedules and health disclosures are the most sensitive paper in this job.
  • Never Messages to your clients It reminds you. What you do next is between you and them.

It is a servicing register, a better version of the spreadsheet you already keep. It is not a record of advice, and it is not trying to become one.

Why this exists

I used to sit two desks away from this problem

A few years as a PA, close enough to advisers to watch how the work actually gets done. The client book was nearly always a spreadsheet, and some of them kept it beautifully. Columns lined up, dates in order, colour rules. It still told them nothing on a Monday morning.

Nobody misses a client. People miss dates.

The closed beta

Running now on TestFlight, with a small group of advisers using it on their real books. Free while it is testing. Tied agents and IFA reps both, and the messier your book the more useful you are to me.

It becomes a monthly subscription after the beta. The price gets set with the advisers using it rather than before, and everyone testing it now gets their first year free.

Opens an email with five short questions in it. About thirty seconds. You will get the TestFlight link back from me, not an autoresponder.

Join the free closed beta

Using Gmail? Open it there instead. Or copy the address: hello@aqenta.app