Financial advisor scheduling software
The annual review you promised at onboarding is the one that quietly stops happening around year three. Smarfle holds it on the household and brings it forward on its own, so a commitment made once keeps being kept.
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Why generic scheduling software fails financial advisor owners
Generic scheduling tools weren’t built for financial advisor. Smarfle was.
Generic scheduling software
What everyone else gives you
- The annual review quietly stops around year three
- Arranging one meeting costs a week of emails
- The hour is spent gathering statements
- A family's accounts are scheduled separately
Smarfle for financial advisor
Built for your actual workflow
- The commitment carries its own date and reappears on time
- The client picks from open time in a minute
- Documents are requested with the confirmation
- One household holds them together
How financial advisor scheduling works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
At onboarding, a promise with a date on it
The annual review is placed in the diary at the start, rather than agreed verbally and remembered by nobody.
- 2
Eleven months later
It surfaces by itself, which is the only reason a review promised in year one still happens in year four.
- 3
The household picks the week
They choose from what is open instead of trading three emails with an assistant across a fortnight.
- 4
Ahead of the meeting
The pre-read and any document request go out, so the hour is spent on advice rather than on gathering statements.
- 5
Before they stand up
Next year's date exists, which is how an annual commitment stays annual for two decades.
Where financial advisor scheduling breaks down
The friction every financial advisor owner recognizes.
The annual review stops happening around year three
It was promised at onboarding, nothing dated it, and the client only notices when they are deciding whether to stay.
Scheduling a meeting takes four emails
Availability is not visible to the client, so a one-hour review costs a week of back and forth with an assistant.
The meeting is spent gathering statements
Nothing was requested beforehand, so the hour goes on admin rather than on the advice the fee is for.
Reviews promised once a year
An annual review is a commitment made at onboarding and then kept, or not, twelve months later when nobody is thinking about it. Two hundred households is two hundred meetings a year whose only prompt is a recurring date somebody set on purpose.
200
Households
1
Reviews a year each
200
Meetings to book
Based on typical financial advisor operations. Your numbers may vary.
Features powering financial advisor scheduling
Each one a deep-dive in its own right.
Annual reviews recur by household
The review promised at onboarding produces its own appointment twelve months later without anyone tracking it.
Learn moreClients pick a time that suits
A household books its own review from live availability rather than trading three emails with the office.
Learn moreMeeting notes sit on the household
Agenda, attendees and what was agreed are recorded against the family rather than in a separate file.
Learn morePrompts go out ahead of the meeting
Confirmations and any document requests leave on their own before the appointment.
Learn moreFinancial advisor scheduling software questions
Moving your financial advisor scheduling software off another tool?
Most financial advisor businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.
Other financial advisor tools
Smarfle ships scheduling software alongside the rest of your CRM.
Scheduling software for other industries
Same scheduling engine, tuned for each vertical.
Try financial advisor scheduling software free
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