GReminders helps financial advisors grow their business!

Built for financial advisors, GReminders is the ONLY automated scheduling app with DIRECT integrations to Redtail and Wealthbox CRMs. GReminders also integrates directly with other CRMs such as Salesforce, HubSpot, Pipedrive and more.

GReminders automated scheduling and reminders will streamline your office productivity, help you stay organized, and ultimately schedule more appointments with clients and prospects.

Save Time and Money with Automated Scheduling

Eliminate the back and forth of scheduling appointments manually and allow clients to schedule themselves directly onto your calendar.

  • Syncs bi-directionally with Google, Outlook, and Redtail Calendars.
  • Utilize Routing to ensure clients and prospects schedule with the right advisor.
  • Schedule one-to-one, group, all together and round-robin team meetings.
  • Add new contact info to your CRM automatically when new clients schedule with you.
  • Map intake questions to custom fields in your CRM.
  • Schedule quarterly or annual reviews automatically.
  • Set up event types individually or for your entire team.
  • GReminders Sidebar Chrome Extension increases productivity.

Automatically Launch Workflows

Another automation built for financial advisors and their staff. GReminders direct integration to your CRM means you can determine what workflows you would like to trigger when clients schedule meetings with you. 

Remind Busy Clients with SMS and Email Reminders

Appointment no-shows cost you time and money. Don’t let busy clients or prospects forget about their meetings with you. GReminders has built the most sophisticated appointment reminder system in the marketplace.

  • Send SMS, Email and Voice reminders.
  • Send Initial, standard, follow-up, cancellation, no-show, and reschedule reminders.
  • Receive confirmation and automate your replies.
  • See appointment confirmations on your calendar events.
  • Custom logic allows you to send specific reminders based on defined criteria.
  • Personalize each message.
  • Include hyperlinks using our built-in URL shortener.
  • Send reminders on events scheduled manually on your calendar.
  • Set up notifications based on birthdays anniversaries or other events.
  • Complete customization - setup and forget.

Integrations Resources

Greminders has direct integrations with the following applications:

  • Redtail
  • Wealthbox
  • Salesforce
  • Hubspot
  • Pipedrive
  • Salesloft
  • ActiveCampaign
  • PreciseFP
  • Intulse
  • Zoom
  • Microsoft Teams
  • GoogleMeet
  • Google Analytics
  • And More

Pricing

Greminders has various plan options with financial firms typically choosing the Business Plan ($33 per user with 3 users included). Advisors with Wealthcare qualify for a 10% discount on all pricing and single user offices may qualify for the Business Lite Plan.

Getting Started

To Request a Demo or Start a Free 7 Day Trial and qualify for the Wealthcare discount, go to https://www.greminders.com/wealthcare  Be sure to request a complimentary 1:1 system setup session to help you set up our software for your particular needs.

For more information on GReminders check out their fact sheet or watch this quick video below.

 

GReminders Fact Sheet

Note: This service is not approved for LPL advisors 

FOR INVESTMENT PROFESSIONALS ONLY

Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC (collectively, “Wealthcare”, “WCM”, “WCAP”, “we”, “our”, “us”) are registered investment advisors with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940.  All Rights Reserved. 

GDX360® is Wealthcare’s fiduciary process that integrates goals based planning with investment implementation that includes cost and tax management services designed to put clients first.

WealthcareGDX® and GDX360® are trademarks of Wealthcare Capital Management IP LLC.

This website is intended to provide general information about GDX360® as a WCM and WCAP service. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

All investment advisory and financial planning services are offered through WCM and WCAP. WCM and WCAP will maintain all applicable registration and licenses as required by the various states in which WCM and WCAP conducts business. WCM and WCAP render individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Click here to see the full list of disclosures.