Booking for financial advisors and wealth managers — investment reviews, retirement planning and video meetings.
Investment reviews, retirement and wealth planning — each set up right.
Run secure video consultations with auto-sent links.
Collect goals and documents before each review.
Automatically invite clients back for their yearly review.
Charge for advice sessions and take deposits where needed.
Portfolios, goals and notes organised per client.
Clients book reviews, share documents and join video meetings — automated recalls keep every relationship on track.
“Annual reviews used to slip. Now they’re booked automatically and clients turn up prepared.”
Set up your advisory booking page free — video and recalls included.