Financial services scheduling software for advisors and wealth managers
Share one link and clients book appointments themselves. A scheduling tool for financial advisors that keeps every calendar in the firm conflict-free.
Scheduling for financial advisors, planners and wealth management firms
Online appointment setting for wealth management clients
Give clients the freedom to schedule consultations 24/7 with a simple link. Koalendar makes your scheduling simple and helps you avoid calendar conflicts. You can use it for financial planning, portfolio reviews, or investor meetings.
- Clients book meetings instantly from any device
- Automatic calendar sync prevents double-bookings
- Ideal for quarterly portfolio check-ins and annual reviews
- One-click rescheduling and cancellation options
Automated scheduling software for client reminders and confirmations
Reduce costly no-shows with automated confirmations, reminders, and time zone detection. Advisors and clients stay perfectly aligned — whether they’re meeting virtually or in-person.
- Automatic email and SMS reminders
- Smart time zone detection for global investors
- Custom confirmations and follow-ups from your firm’s email
- Improved attendance for every consultation or review
Appointment setting software with intake forms
Capture key client details before each call. With custom intake forms, document uploads, and pre-meeting notes, advisors show up prepared — turning every session into a productive financial planning conversation.
- Collect financial goals, documents, or preferences
- Share onboarding checklists and resources automatically
- Streamlined client onboarding workflow
- Perfect for discovery calls or annual reviews
A meeting management system for your entire advisory team
Manage your team’s calendars effortlessly. Whether you use round-robin assignment for new client leads or collective meetings for joint consultations, Koalendar helps you coordinate efficiently across advisors, departments, and time zones.
- Round-robin meeting assignment across advisors
- Collective scheduling for team consultations
- Centralized visibility into all meetings
- Delegation and admin controls for large firms
Testimonials
Advisors ❤️ Koalendar
See how financial planners, investment firms, and client service teams are transforming their scheduling — saving hours each week while delivering a better client experience.
Everything financial advisors need in one simple platform
Built for advisors, planners, and client success teams.
Integrate with your firm’s tools
Connect Koalendar with Zoom, Microsoft Teams, Google Meet, Gmail and Stripe directly, plus thousands more through Zapier and webhooks.
Automate meeting confirmations and follow-ups
Set up branded reminders and follow-ups to confirm appointments or send post-meeting materials. Perfect for client onboarding and annual portfolio reviews.
Round-robin and team scheduling
Automatically assign new bookings to available advisors with round-robin logic, or host collaborative client sessions with multiple team members.
Custom intake forms and file uploads
Gather financial documents, KYC forms, or risk questionnaires in advance. Securely collect everything you need before the meeting begins.
Secure client data and privacy controls
Use password-protected booking pages and encrypted connections to keep client information confidential and compliant.
Embed scheduling directly on your website
Add your booking page to your firm's website, or put the link on your LinkedIn profile.
Automate investor meeting workflows
Trigger actions in your CRM or workflow tools (like Salesforce or HubSpot) when a meeting is booked — automate investor follow-ups or client onboarding.
Accept payments for paid consultations
Collect fees or deposits directly through Stripe with support for 150+ currencies and no extra commissions from Koalendar.
Export and sync your meeting data
Export bookings to Google Sheets or Excel to track appointments, client activity and meeting volume.
Time zone and language flexibility
Koalendar automatically detects your client’s time zone and preferred language, ensuring seamless scheduling across borders.
Integrations
Sync your financial advisor appointment setting software with tools you already use
Connect seamlessly to Zoom, Outlook, Gmail, Stripe, and hundreds more through Zapier — keeping your scheduling, communication, and payments perfectly aligned.
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
It's a booking page tied to your calendar. You publish the hours you're free, clients pick a slot for a review or consultation, and the meeting lands on both calendars with confirmations sent. No email thread, nobody playing middleman.
Yes. Advisors, planners and support staff use it for annual reviews, quarterly portfolio check-ins and planning consultations. Bookings sync to your calendar, and client details pass through to your CRM.
Yes. Set the pattern on the booking page and the slots hold for the whole run, so a client can book a year of quarterly check-ins in one go rather than rebooking each time.
Yes. Add the office address and arrival instructions to the booking page and the confirmation carries them. Run a separate booking page per office if you meet clients at more than one.
Yes. You can automatically assign incoming client meetings to available advisors using round-robin rules or set up collective bookings where multiple advisors join a client session.
Yes. Connect Stripe and clients pay or leave a deposit as they book. Useful for paid planning consultations and premium advisory sessions, and Koalendar takes no commission on top.
Booking pages run over encrypted connections, and you can password-protect any page so only invited clients reach it. Access controls decide who inside the firm can view or edit bookings.
Yes. The Koalendar app for iPhone and Android shows the day's meetings and new bookings as they land, so an advisor between client visits can check what's next and reschedule from their phone.
Yes, free forever. Unlimited booking pages, calendar sync with Google, Outlook and Apple, and automated reminders. Upgrade when you need branding, payments or team scheduling.
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Financial appointment software, free to start
Set up a booking page for each meeting type you offer, share the link, and let clients schedule the rest themselves. Free plan, no credit card.
Start free today
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