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 […]
April was a full month – packed with over 12 new releases, five conferences across the country, and the close of our Best Practices Webinar Series. Here’s everything we shipped and everywhere we showed up: What’s New in April This month’s biggest releases gave you more flexibility in how you reach clients, more control over […]
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. SAML enables Single Sign-On (SSO) by allowing users to securely log into multiple applications using one […]
GReminders isn’t your typical scheduling/reminder application. We understand how specific data related to events scheduled on your team’s calendars can tell you a lot about the health of your company. Are there too many internal meetings being scheduled and too few client demos? Who in your organization is scheduling the most meetings? When you use […]
