Streamline Scheduling and Automate Engagements with GRworks & PreciseFP

The best feature is GReminders’ ability to take AI notes and compile a detailed summary of the conversation. The AI notes are also much more robust than the meeting notes I used to enter into Redtail.

Michael R

COO -

GReminders is an Advisor/Paraplanner's best friend! We save an incredible amount of time with automatic bookings, reminders and customized notetaking with follow up emails. It is easy to use and easy to customize using every day language. Highly highly recommend!

Joanna Endicott

Paraplanner - Lilani Wealth Management

The GR team is quick to answer and offer great solutions to any issues they are presented with.

Vanessa Sobotta

Director of Operations - River Wealth Advisors

The Deck Creation from the Pre-Meeting brief is Amazing! Very well put together, captured everything I wanted for the upcoming meeting.

Terri Rau

Financial Advisor & Vice President - MPPL Financial

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

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

Exceptional All-in-One User-Friendly System! I'm loving the way in which GR connects several of the needs in my business into one user friendly system that integrates well with my CRM. I've used other tools in the past that did a fraction of what GReminders offers so the switch was a no-brainer! Also, the AI notetaker is the best I've used so far and the accuracy allows me to spend very little time reviewing my notes. I also love the AI notetaker Chat feature!

Jessica Merino

President & Financial Advisor - Merino Wealth

GR is a game-changer for us. It saves us a lot of time and will allow for more routine and consistent processes, making us more efficient.

Nicole Kellner-Swick

Director of Operations - Disbennett Wealth Management

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

GR is one of the best softwares to link to the Redtail CRM. The thoughtful build outs for users make such a huge difference and really help make the experience for clients more detailed.

Jac Anderson

Technology Training Coordinator - CPS Investment Advisors

GReminders is everything you are looking for in a Scheduling software. Love the integration with Google Calendar, our Redtail CRM and Zoom.

Shelley C

Dir Ops - York, PA

The best solution I have found for reducing no-shows. Integration with Redtail was simple and now it works every time a meeting is scheduled. I like the flexibility of sending additional reminders when clients don’t confirm…and it’s completely automated!

Mike L

Financial Advisor - New York, NY

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

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 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

We have gotten great feedback from our clients on how easy the system is to use. We have also seen an improvement in our attempts to schedule with difficult to reach clients.

Jamie Hanson, BFA

Founding Partner - Akamai Investment Advisors SC

That is quite robust software.

Robert Rafano, CFP

Principal - Financial Foundation Services

The automated client review invites are worth its weight in gold because we're struggling with getting people on a schedule to do annual reviews. It's like the one year is up and then we're trying to find out, when did we meet last with them?

Ronda Warner

VP Operations - Park Edge Advisors LLC

GReminders have been very helpful and responsive with helping my clients and I communicate. It creates transparency with my clients.

Ally Jaymes Freeman

Advisor -

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

Edward Garibay

Investor Relations - Rastegar Capital

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

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

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

Easy to use and great support! Simple to set up and maintain. Support staff is very responsive and extremely helpful. They are quick to correct errors or assist with tips to self-correct.

Brent Leas

COO - Mach1 Financial

GReminders is by far the best product in our tech stack.

Russell Telfer

- Bridges Wealth Management

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

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

GReminders is a great benefit to our customers and saves time with the scheduling process. Considering the robustness of this software, it was very simple to set up and the GReminders team was very helpful in doing so.

Doug King

Dir IT - Principal Wealth Group

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

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

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

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

Vivien Enders

AAMS, CRPS - Modern Strategy Investments

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

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

I love that GReminders has made scheduling so much easier, especially the fact that they create and send the Zoom link out automatically. My scheduling productivity has increased dramatically since we have started with them. We love GReminders and use it all of the time!

Joella R

Client Experience Specialist - LifeWealth Group

The integration with Redtail is by far one of the most advanced in our tech stack, as well as the automatic reminders and personalization to fit our firm's branding and operations. We use the features daily and has reduced the admin communication time tremendously.

Olivia S

Client Experience Coordinator - Infinity Tax & Financial Planning

Clients have found it is easy to choose an appointment time that works well for them. I am excited about using the appointment reminder features. In the past we had our team members calling clients to remind them of an appointment time. Now we are able to have this process automated

Rebecca G

Exit Planning Advisor - Financial Clarity

I cannot believe the advances you guys are making. The pre-meeting summaries and the AI note taker is UNREAL.

Olivia J. Rice

- Emerald City Fiduciary Group

We appreciate GReminders and the ease of use, and how it connects to our contact management system. Links perfectly, no mistakes, no issues, it's been wonderful to use and seamless.

Julie Zemke

Director - Magnetic North 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

GReminders app is awesome! Using it right now in a conference. Thank you!

Chris Morrill

Director - Frandsen Morrill Advisors

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