Scheduling Software for Financial Advisors
Professional scheduling for wealth management
Financial advisors need scheduling software that reflects the trust clients place in them. SchedulingKit provides secure, professional booking for financial professionals—from initial consultations to portfolio reviews—with the security and compliance features the industry requires.
of clients say ease of scheduling influences their choice of financial advisor
per week financial advisors spend on scheduling and meeting coordination
of advisory clients prefer booking reviews online rather than through a phone call
Figures are industry estimates. Individual results vary.
A Scheduling Day for Financial Advisors: Before & After
Without SchedulingKit, a financial advisor's assistant manually calls clients to schedule annual reviews, plays phone tag for days, and scrambles to gather portfolio summaries before each meeting. With SchedulingKit, clients receive a personalized booking link for their annual review, select a time that works, complete a pre-meeting questionnaire about financial changes, and the advisor walks into every meeting fully prepared — transforming a week-long scheduling ordeal into a seamless client experience.
How Financial Advisors Use SchedulingKit Daily
Review today's client meetings — pre-meeting questionnaires with updated financial goals already submitted
New prospect books a complimentary consultation — intake form captures net worth range and planning needs
Annual review with high-net-worth client — VIP booking link offered priority time slots
Estate planning session with couple — compliance disclosures accepted at booking
Batch of annual review invitations sent — each client gets a personalized booking link
Scheduling Pain Points for Financial Advisors
Client data security concerns
Coordinating complex multi-party meetings
Managing different client service levels
Maintaining professional image
Regulatory compliance considerations
How SchedulingKit Helps Financial Advisors
Secure, professional booking experience
Different service tiers for client segments
Comprehensive intake questionnaires
Automated meeting preparation
Brand-compliant booking pages
“My high-net-worth clients expect a white-glove experience. SchedulingKit delivers that — from the branded booking page to the automatic prep reminders. It's elevated how my practice is perceived.”
SchedulingKit User
Certified Financial Planner
Popular Use Cases for Financial Advisors
Key Features for Financial Advisors
Secure data handling
Compliance-friendly features
Custom intake forms
Multiple meeting types
Reminder sequences
Video meeting integration
Professional branding
Meeting preparation notes
Frequently Asked Questions
Is SchedulingKit secure enough for financial services?
Yes. SchedulingKit uses enterprise-grade security with encrypted data transmission and secure storage. We take data protection seriously.
Can I create different meeting types for different clients?
Absolutely. Create tiered meeting options—quick check-ins for maintenance clients, comprehensive reviews for high-net-worth clients.
How do I gather client information before meetings?
Add custom intake forms with questions about financial goals, current holdings, and specific agenda items for the meeting.
Can I add compliance disclosures to booking?
Yes. Include required disclosures, terms, and acknowledgments that clients must accept when booking.
More Financial Advisors Scheduling Solutions
Further Reading
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Financial Advisors rely on SchedulingKit every day
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