Building Trust

Create a seamless referral pipeline

A proven set of features to set yourself apart in the market. Help clients with next-of-kin management, financial planning and essential reminders for life milestones.

Privacy-focused next-of-kin and trusted contact management

Life event and financial milestone tracking

Financial planning (coming soon)

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Testimonials

Hear from our satisfied users.

Emma Pong Kai Leong
Financial Adviser
'Super easy platform to use, I use Adviser's Kit to onboard every single client I have.'
William Joseph Kaslim
VP of Sales
'Absolutely, positively brilliant!'
Geremy Tay Gong
Senior Adviser
'Adviser's Kit next-of-kin management is great. It really gives clients a peace of mind. None of their friends advisers offer such a thing.'
Lindsey Sundaram
Private Banker
'Adviser's Kit is better than any internal tool that the FIs in Singapore offer. It's a no-brainer honest.'
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100+

Advisers

Adding value to their advisory services

200+

Clients

Trust Adviser's Kit with next-of-kin management.

2+

Referrals

On average after using Adviser's Kit for a month.

See Adviser's Kit for yourself

Let us show you how to create strong value and separate yourself from the crowd with Adviser's Kit.