We’re excited to announce the launch of the GReminders MCP Server, a major step forward in how AI assistants interact...
Continue Reading
As 2025 comes to a close, we want to thank our customers for making this a truly defining year for...
Continue Reading
Hubly is a workflow and operations management platform built specifically for financial advisory firms — it helps teams automate and...
Continue ReadingWe’re excited to announce the launch of the GReminders MCP Server, a major step forward in how AI assistants interact with real-world scheduling and client data. The GReminders MCP Server enables three core capabilities: This means an AI assistant can answer questions like, “Can you book a review meeting for John Smith next week?” and […]
As 2025 comes to a close, we want to thank our customers for making this a truly defining year for GReminders. Your trust and partnership fueled everything we built—from major AI advancements to expanded integrations, approvals, and industry recognition. Together, we stayed focused on one mission: helping advisors work smarter, serve clients better, and reclaim […]
Hubly is a workflow and operations management platform built specifically for financial advisory firms — it helps teams automate and track client onboarding, money-movement, recurring services, and team tasks so nothing “slips through the cracks.” It is not a CRM itself; rather, Hubly integrates with CRMs like Redtail CRM or Wealthbox and uses existing client […]
We try to push the envelope when it comes to AI and what it’s capable of. Today we are announcing One Click Client Presentations in “Beta Preview”. Impressed? How it Works Generate a Pre Meeting Brief (ones that show up in your inbox) or you can generate them on demand by going to the Client […]
Document systems like Box, SharePoint, and similar platforms give advisors a secure, centralized place to store, organize, and share client information. They likely contain Financial Statements, Tax Returns, Trusts/Wills, and various other Notes. Documents can be very useful for enhancing Pre Meeting Briefs or getting information about a client via Ask Anything AI Assistant. GReminders […]
GReminders offers Client SMS Reminders, Client Notifications, and various automations over SMS. This includes sending reminders to clients prior to a meeting to reduce No Shows, or reaching out to the client when it’s time for their Bi-Annual Review, etc… By default, GReminders maintains Phone Numbers for you that can be used to send these […]
MyRepChat is a very popular Business Texting Service from FMG. GReminders now allows you to send Text/SMS messages via your MyRepChat phone number for both Client Reminders and Bulk Sends. Connecting MyRepChat To Integrate, it’s simple. Go to your MyRepChat Account and Navigate to Settings > API Access Then click Generate API Key This will […]
