Financial advisor scheduling software you'll love
Bottom line: You can’t grow if you’re stuck chasing down appointments. Let us handle the scheduling, freeing you up to excel at advising, strategizing, planning, and delivering exceptional client experiences.
Trusted by 1M+ users across 100 countries
Effortless for you. Exceptional for your clients.
Schedule your full range of services
Whether it’s financial planning, portfolio review, risk management, or tax prep, let your clients self-schedule the exact type of meeting they’re looking for.
Instant virtual meeting links
Our financial advisor scheduling software will automatically generate unique video chat links via Zoom, Google Meet, or MS Teams for every virtual meeting.
Keep the conversation going
Thank, check in, outline next steps, or upsell clients effortlessly with personalized and automated follow-up messages.
Cut through the noise with SMS
Send personalized texts to instantly remind clients about upcoming meetings, loan application or tax deadlines, and important financial milestones.
Design your ideal booking page
Customize every detail, from color schemes, logos, and languages, to workflows and booking forms. Your page is an extension of your brand, not ours.
Get paid before you meet
Allow clients to schedule and pay for sessions right at the time of booking. Plus, easily offer paid add-on services to boost your revenue per booking.
Less time scheduling, more time advising clients
Say goodbye to everything that hurts your bottom line: no-shows, scheduling conflicts, late arrivals, and endless back-and-forth messages. We’ll take care of everything around scheduling, leaving you free to focus on what matters most—your clients and your business.
Give your clients the VIP experience they deserve
Dealing with finances and future planning can be stressful for anyone. Give your clients on less thing to stress about by controlling how and when they book appointments.
With live calendar syncs, clients can book the time slot, advisor, and appointment type that suits them in seconds—anytime, anywhere.
Make your brand stand out
Ditch the cookie-cutter look of booking pages. Our client scheduling software empowers you to showcase your brand across every aspect of your booking page and messages. Add your logo, colors, and photos, and personalize every detail from the welcome message to every notification you send.
The best financial scheduling software (according to happy customers!)
Financial advisors love how our tool saves time, cuts costs, and makes it super easy for clients to book appointments. 👇
“I love that my clients can easily (without help from me!) schedule their appointments. No phone calls, or back-and-forth emails. During tax season it saves me hours of admin time - which means I don't have to hire an assistant to schedule and remind my appointments."
“Easy to use and communicate with clients. It is helping me retain my clients as soon as they enter my website and prompts them to set up an appointment instead of me having to reach out and set something up.”
“It's extremely versatile. I can have clients book different length meetings, as well as different types (in-person vs. virtual) without any problems at all. I've used other calendaring services, like Calendly, before, and I prefer this.”
Spend your time advising, not scheduling
While your work can sometimes be taxing, scheduling shouldn’t be. Let YouCanBookMe handle the hassle and busy work of scheduling so you can focus on your clients.
4.7 / 5 — G2
4.4 / 5 — Trustpilot
Supercharge your booking experience
Need expert advice you can count on? Dive into the resources below.
Learn from YCBM Experts: Explore 10 Real-World Booking Page Examples
Looking for inspiration to craft your perfect booking page? Explore 10 real-world booking page examples from happy YCBM users.
How to Reduce No-Show Appointments: 10 Practical Strategies
Frustrated with clients who ghost on their own appointments? Get practical, easy-to-follow strategies to reduce those costly no-shows and keep your day (and business) on track.
10 Powerful Ways to Customize Your Booking Page
Unlock the secrets to a booking page that wows. See how to elevate your brand, streamline your workflow, and leave a lasting impression with every appointment.
Frequently Asked Questions (FAQ)
What technology do financial advisors and planners use?
Financial advisors typically use four types of technologies: appointment software, financial planning tools, CRM (customer relationship management) systems, and investment management software.
Scheduling software, like YouCanBookMe, automates appointment booking, manages scheduling, and reduces time spent on admin. Financial planning tools, such as eMoney Advisor, help to create financial plans, model scenarios, and provide personalized financial advice. CRM software, such as Salesforce, lets financial advisors track client data and manage interactions. Investment management software, like Morningstar AdviserLogic, assists in managing portfolios, conducting performance analysis, and ensuring investment strategies align with clients’ goals and risk tolerance.
Is there a free financial advisor scheduling software?
Yes, YouCanBookMe offers a free version of its scheduling app tailored for financial advisors looking to simplify their booking process at no extra cost. The free plan allows you to book unlimited appointments, customize your branding, create configurable booking forms, and automate and personalize email confirmations. Plus, you can set prices and accept payments right on your booking page—all designed to help you focus on what you do best: advising your clients.
Can I use my CRM with YouCanBookMe?
Yes! Considering that many financial advisors use Customer Relationship Management (CRM) software to manage client relationships, track interactions, and streamline communication, we felt it important to integrate with popular platforms.
For example, you can integrate YouCanBookMe's financial advisor scheduling software with CRMs such as Salesforce, Wealthbox, Zoho, and Redtail via Zapier.
When choosing any new tool, we recommend choosing platforms that integrate with the other tools you use (such as scheduling software, financial planners, and investment apps) to ensure a comprehensive approach to client management and boost productivity.
Does YouCanBookMe integrate with my other software?
Yes, our financial advisor scheduling software integrates with many other popular tools that advisors use. YouCanBookMe seamlessly connects with calendar apps like Google Calendar and Microsoft Outlook, payment processors like Stripe, and video conferencing tools like Google Meet, MS Teams, and Zoom. Plus, you can integrate over 7,000 apps through Zapier, including CRMs such as Salesforce and investment management software like Morningstar AdviserLogics.