Introducing Next Level AI-Automation with XLR8

Join GReminders and XLR8 for a joint webinar on building next level AI Automations for your practice!

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Trusted by 5,000+ Financial Professionals

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.

Great Scheduling and AI software in one combined package

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.

You can stop looking for the best online scheduling tool, you have found it

Jerry Boda - CFP
Boda Financial

GReminders is like having a scheduling assistant. GReminders is the best scheduling tool we’ve ever used. It saves us so much time.

GReminders is like having a scheduling assistant

Vivien Enders - AAMS, CRPS
Modern Strategy Investments

the flexibility and the east of use is by far the easiest and best software integration tool I found

Easiest & Best Integration Tool

Donnie Robinson - CEO
Adapt Wealth Advisors

We're very obsessed with the Notetaker. It has made my life so much easier.

It has made my life so much easier.

Erin Crumly - President
Troxell Financial Group

there is a huge distinction between an integration and an Automation and what GReminders has done is very unique in the advisor Tech World

Integration and Automation

Stephanie Dannebaum
CRM Consultant

The team at GReminders is fantastic! Easy to use software and it's so amazing how dedicated and fast the support team is with answering questions.

amazing how dedicated and fast the support team is

Madelyn Marks
Elite Income Advisors

That is quite robust software.

That is quite robust software.

Robert Rafano, CFP - Principal
Financial Foundation Services

Greminders has alleviated the stress for our team of manually dialing/texting clients to remind them of our scheduled meetings.

GReminders has alleviated the stress for our team

Edward Garibay - Investor Relations
Rastegar Capital

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.

saves us so much time

Gavin F - Financial Advisor
Boston, MA

Love this tool. We have been able to streamline our processes with GReminders. Easy to use. Our customers have easy access to our calendar.

Love this tool. Easy to use.

Geryl Winterowd - COO
Guardian Financial Wealth

you guys are hitting the mark with advisors in the wealth management space

GReminders is like having a scheduling assistant

Matthew Awai - Operations
Seaside Wealth Management