GReminders for Cetera: The Modern Advisor’s Meeting Workflow

That is quite robust software.

Robert Rafano, CFP - Principal
Financial Foundation Services

GReminders is better than all other scheduling tools - period. Quite simply, set and forget your calendar booking, confirming, and rescheduling in a compliant way!

Matthew Pontes - Advisor
Guardian Financial Group

It's reduced our follow-up work by 85%. And now, rather than having two appointments a day and going home exhausted, I could have more appointments. It's like nitroglycerin in a racecare.

Jeff Moormeir - Founder
Emerald City Fiduciary Group

Giant leap forward in functionality vs. our previous booking app. GReminders high level of functionality and its configurability allowed us to fully align the application with our sales and delivery processes.

Dan Garrett - Strategy/Tech
SRG Financial Advisors

Great Scheduling and AI software in one combined package. Great support team to troubleshoot any issues that arise. Great training and support to set up GReminders.

Dave Luck, CPA CFP
Advisor Financial

I was so impressed how it blew all the competitors away, that I set out to do everything I could to help them become an approved Osaic vendor. It's simple, it integrates with the important tools financial advisors use, and it saves advisors a significant amount of time and money. You can stop looking for the best online scheduling tool, you have found it.

Jerry Boda - CFP
Boda Financial

It's truly transformed the way I handle my post-meeting process. The Notetaker AI's ability to understand and organize my notes with such precision is remarkable. Highly recommended!

Katherine Beltran
Simplicity Ops

Saves us so much time scheduling clients. Not only does it allow clients to schedule themselves, but with our booking calendar linked directly to new client intake forms, the advisors walk into every meeting prepared. It’s been a huge time saver for staff and speeds up the onboarding process of new clients.

Gavin F - Financial Advisor
Boston, MA

I love it! Affordable and Simple. GReminders solves our problems of playing phone tag with clients. I love that my clients get a reminder and I can send one to myself as well.

Belen Sanchez - CEO
Belen Sanchez Insurance

Its simple, easy to use platform. Support is amazing! There are so many features that make it easy for clients to schedule appointments with our advisors in addition to the automation

Nathan Knight - Operations Manager
Faithward Advisors