Want GReminders to integrate with RightCapital. We need you to formally request this with RightCapital. Please send an email to [email protected] Requesting integration with GReminders for purposes of Pre Meeting Brief, Client Presentations, and access to YOUR data for general AI Agent purposes. Thank you for your particiption
eMoney API Access seems to be a difficult thing to come by. In order for GReminders to integrate with eMoney we need your help. We need you to to do the following: 1. Sign in to your eMoney Account 2. In the Footer click Request a Feature 3. On this page search for “GReminders” Then […]
Holistiplan is a tax and estate planning software platform designed specifically for financial advisors to streamline the review of client tax returns. With this integration GReminders can use Ask Anything or Pre Meeting Briefs to pull data from Holistiplan to improve the outputs. How to Enable Holistiplan Integration (Right now the setup is a bit […]
Overview – Why It Matters In the financial advisory space, most tools focus strictly on “money in motion” (e.g., job changes, inheritance, divorce). While that data is useful, it misses a massive, real-time opportunity: “people in motion.” These are prospects actively researching an advisor or firm across the web but dropping off before finalizing an […]
Financial advisors build stronger relationships when they stay informed on what’s happening in their clients’ lives and businesses. Recent LinkedIn activity can provide valuable context around career changes, company updates, milestones, and personal achievements – helping advisors have more meaningful and relevant conversations. Being prepared with this insight creates a more personalized client experience and […]
If you are a Redtail Customer and you are using its Client Review Feature for Client Review Reminders, you can leverage these fields for automated Scheduling. This means GReminders can Email or SMS your clients to get them to book their next review when their next Client Review is due. You can read more about […]
Host settings allow you to: Reminder, Host Settings do NOT include notifications for bulk sends. Notifications for bulk sends are managed within the bulk send directly. That’s it! Any questions? Please email [email protected] Happy Scheduling!
Organizations should establish data retention and security protocols that align with their specific regulatory requirements and risk tolerance. By customizing these settings, firms ensure that their data lifecycle management supports their unique compliance posture while maintaining essential operational safeguards. Calendar / Event Data Retention When you create events on your Google, Outlook, or Redtail calendars, […]
Improve how you manage your Users. If you are an Administrator of your GReminders account AND you have multiple users on GReminders, here is how you can see what they see when they login. Additionally if you want you can grant Login As Permissions to Non Admins. Please use caution as this is a powerful […]
GReminders offers a variety of Sign On options. Note, that if your Google or Microsoft Account are using Okta or another IdP you can simple use the Microsoft or Google Login which will already proxy to Okta or similar. If you want to setup SAML directly, this article is for you. Getting it Setup In […]
