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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.
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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.
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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.
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Vivien Enders - AAMS, CRPS
Modern Strategy Investments
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.
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Madelyn Marks
Elite Income Advisors
That is quite robust software.
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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.
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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.
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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.
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Geryl Winterowd - COO
Guardian Financial Wealth