A personal CRM that picks one person a day to help you stay in touch
Stage
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Founded
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Based in
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Pricing model
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Pricing
Basic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free.
Free: The whole daily habit including your circle with cadence for each person, daily nudge and conversation starters, one-tap messaging and reach-out log. Premium: US$4.99/month or US$49.99/year with everyone due today in one swipeable set, the cadence board, richer conversation starters, and choic
Key features
Portfolio holdings monitoring across multiple accounts
Multi-segment allocation tracking with up to 10 levels
Allocation drift notifications via email and Telegram
Rebalancing plan calculation with specific asset actions
Support for stocks, ETFs, crypto and currencies from 70+ exchanges
Customizable drift limits and waiting periods for alerts
Automatic 24/7 value and allocation updates
15-minute delayed or end-of-day market data
Daily nudge with one person to reach out to
Set contact frequency for each person (weekly, fortnightly, monthly or quarterly)
Notes and conversation history from previous interactions
Conversation starters built from interests
One-tap messaging to your usual messaging app
Encrypted at rest storage of names, notes and life events
AI-generated suggestions that never see contact names
No ads and no tracking
What makes it different
User-defined rules determine when alerts trigger, not the system
Alerts only sent when both drift and time conditions are met simultaneously
Detailed rebalancing actions specify exactly which assets to buy and sell in each account
Nested segment structure allows organizing portfolios by purpose, region, risk or custom categories
One person per day instead of a backlog of many
AI-generated suggestions that never see your contacts' names
Handoff to your messaging app without creating another inbox
Built-in conversation starters from interests and links to share
Folify
Wren