CurrentClient is a leading VoIP and compliance-friendly text messaging platform trusted by financial professionals. There are 2 areas of integration: Sending SMS Messages To send Client Reminders or Bulk Sends via your CurrentClient Account you must first connect your CurrentClient Account to GReminders. Within GReminders go to your Profile > My Integrations and connect your […]
This guide walks you through setting up GReminders API access for NetSuite, ensuring a smooth and secure integration. It explains how to create the required roles, permissions, and user accounts, generate access tokens, and obtain the REST API base URL. By following these steps, you can quickly configure your GReminders integration to improve efficiency and […]
Simplii is a popular VoIP and Text Messaging Platform. You can now send Text/SMS Reminders and Bulk Sends via your Simplii SMS Phone Number. Setting It Up First go to your Simplii Chrome Extension and create a Webhook. Click your Profile Picture and then Automation Next select Webhooks and click the PLUS sign to create […]
Agencybloc AMS+ is a very popular CRM used by Health Insurance Agencies. GReminders is now integrated with AgencyBloc for purposes of: Getting Connected First you need an API Key from AgencyBloc. Contact AgencyBloc support and ask for your API SID and API Key. Once you have this information go to your GReminders account and go […]
Overview GReminders offers a direct, native integration with Practifi, the Salesforce-based CRM platform designed specifically for financial advisory firms and RIAs. This integration seamlessly connects scheduling, automated reminders (SMS, email, voice), AI-powered meeting intelligence, contact/entity creation, pre/post-meeting automation, and bi-directional data syncing—ensuring every booked meeting becomes structured CRM activity that drives workflows, documentation, and client […]
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 […]
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 […]
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 […]
Unlocking Deeper Client Insightswith eMoney Preparing for client review meetings often means logging into multiple systems, cross-referencing cash flows, manually verifying balance sheets, and piecing together estate plans. With the latest integration between GReminders and eMoney, that manual prep work disappears. By connecting eMoney’s deep financial planning engine directly to GReminders’ AI workspace, wealth managers […]
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
