Prospect meetings and annual reviews
Financial advisor scheduling software
Financial advisor scheduling software for planners who live by the review cycle. Prospects book an introductory meeting from your website, quarterly reviews repeat for each household, and annual reviews come up through a yearly reminder so no client goes two years without one.
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- From $19/month
- 14-day free trial
- Same-day US support
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
Intro meetings online
Prospects book an introductory meeting in consultation mode. Questions about goals, retirement timing and how they heard about you come with the booking.
Online bookingQuarterly reviews on repeat
Households you meet each quarter have a recurring review with their advisor, so the next meeting is on the calendar before the current one ends.
Recurring jobsAnnual reviews flagged
For clients reviewed once a year, a 12-month reminder emails and texts them to book, and shows your office who is coming due.
Maintenance remindersAdvisor calendars
Advisors appear in their own colors, and approved vacations show up when you assign, so no review lands in the middle of one.
Calendar schedulingPrepared clients
The reminder the evening before tells the household to bring statements, and a same-day reminder keeps the meeting from being forgotten.
Automatic emailsFinancial advisor scheduling software features
What it does
- Prospect meeting bookingConsultation mode
- Quarterly review seriesPer household
- Annual review remindersClient and office alerted
- Advisor time off shownWhen assigning
What it doesn't do
- Annual recurring meetingsUse a yearly reminder
- Compliance archiving of meetingsUse your archive vendor
- Video meeting linksAdd your link yourself
- Prospect chooses the advisorAssigned by the office
Financial advisor scheduling pricing
Prospect booking, review series and household reminders come with all plans, so an advisor practicing alone fits on Solo.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
What advisors ask about client review booking
Is there financial advisor scheduling software with online booking?
Can quarterly reviews schedule themselves?
Can annual reviews repeat automatically?
Can prospects pick their advisor?
Are meetings archived for compliance?
Does it create video links?
Are clients reminded to bring documents?
Can I see which advisors are out?
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