The AI scheduling assistant for financial advisors

Client reviews and planning calls shouldn’t take days to schedule. CC Sarra on the thread and she handles it end-to-end.

Quarterly reviews for hundreds of clients pile up fast

Spouses and joint clients need coordinated time blocks

Booking links feel transactional for fiduciary relationships

Rescheduling for one client affects your whole week

High-net-worth clients expect a concierge experience

Concierge experience. Clients get a polished, human-feeling scheduling experience.

More AUM-facing time. Reclaim hours every week from scheduling.

Branded address. Use sarra@yourfirm.com on paid plans.

Bonus scheduling link. Use a link for prospects when it makes sense.