Streamline Client Conversations with GReminders + CurrentClient

This is like phenomenal, GReminders has been great for my business.It has helped with our workflow. I'm able to send the email out for the annual reviews. How easy is that. It's so easy.

San Juanita Murphy

Advisor - 360 Financial

I love the automated scheduling with GReminders. I’ve literally spent hours of my day trying to coordinate time for a meeting. Now, I just send out a link to our online calendar and a little while later, I get a notification that an appointment has been scheduled. How easy is that!

Warner

CFP - San Diego, CA

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.

Madelyn Marks

- Elite Income Advisors

By syncing directly with Redtail it allows us to have a scheduling tool. It's also highly customizable.

Michael T

Dir Ops - San Francisco, CA

Amazing service! The follow-up on and updates on support tickets were prompt. Out firm has also appreciated how responsive the engineering team is setting up new features that help us to be more efficient!

Sofia Walle

Operations & Marketing - Davis Wealth Advisors

This has been a very user friendly site for clients. I've had good feedback. It saves time that it is linked to my Zoom and also sends links for meetings. Has been a great time saver and made it more convenient for clients to connect.

Stephanie L

Financial Advisor - Osaic Wealth

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

A 90-minute meeting would take me easily 3-4 hours to make sure the detailed information from all the reports is all there, but now it's 5 minutes, this is insane. It transformed my process from spending an entire afternoon typing up accurate notes to completing it in just a few minutes, and it’s impressive how customizable you can make it for your customers.

David Melnyk

Retirement Plan Specialist - Asset Advisors of America

Do yourself, your clients, and your bottom line a favor and get GR. Let the experts help you set it up. It saved me from hiring an appointment setter. Redtail integration is fantastic.

Mark Hoover

Investment Advisor - Big Picture Group

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

Geryl Winterowd

COO - Guardian Financial Wealth