Fill the Calendar Without Your Advisors Doing the Scheduling
A prospective client who waits two days for a callback often books with whichever advisor answered first.
Reflys handles consultation scheduling, meeting reminders, and onboarding document intake, so advisors spend their time in meetings, not managing a calendar.
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Where consultations
slip away
Consultation requests wait on a callback instead of getting booked on the spot
New-client onboarding paperwork gets chased by phone and email, one document at a time
Meeting reminders are inconsistent, so first-consultation no-shows happen more than they should
Client scheduling and document status live in the firm's CRM, disconnected from wherever prospects are actually messaging
Fee and “what should I bring to my first meeting” questions repeat with nearly every new prospect
Existing clients requesting a check-in meeting have no way to book one outside a phone call
From First Inquiry to Booked Consultation
Consultation Booking
Prospects book a real advisor slot directly in chat.
Meeting Reminders
Automatic reminders sent ahead of every scheduled consultation.
Onboarding Document Intake
Collects and tracks new-client paperwork status without the back-and-forth.
CRM Integration
Connects to your firm's CRM via API or webhook, configured directly into your automations — reads scheduling and document status and writes new bookings back in parallel, scoped to logistics only, never portfolio or account details.
Where Advisory Conversations Happen
WhatsApp-led — consultation booking and document reminders in one thread per client, kept off email where things get missed between a prospect's first inquiry and the first meeting.
Book Prospects Before Another Advisor Does
Instagram DM answers fee and first-meeting questions and offers a consultation slot right away.
Best for:
- Consultation booking
- Fee questions
From Booking to First Meeting in One Thread
WhatsApp handles consultation booking, meeting reminders, and onboarding document intake per client.
Best for:
- Meeting reminders
- Onboarding documents
Financial Advisor Scheduling Software That Fills the Calendar for You
A prospect who asks about a meeting and waits two days for a callback has usually spoken to another advisor by then. Scheduling is the least valuable thing an advisor does and the easiest place to lose a client. Financial advisor scheduling software books the meeting in the first conversation and handles everything around it.
How it works
Book a real slot in chat
Prospect consultation booking offers actual times on an advisor's calendar and confirms one immediately. Prospects do not leave a message and wait.
Remind before every meeting
Advisor meeting reminders go out ahead of each appointment, which reduces no-shows for the first consultation in particular. Each reminder includes the time, the place or video link, and what to bring.
Track onboarding paperwork
Client onboarding document collection shows what has arrived and what is outstanding, and reminds the client without a series of calls and emails. The advisor sees one status per client instead of a trail of emails.
Connect your client CRM
By API or webhook, Reflys reads scheduling and document status and writes bookings back.
In practice
Picture a couple who have just sold a business and message an advisory firm on a Saturday. They are offered three times the following week and choose Tuesday at 10. They receive a short note on what to bring and how advisory fees work. On Monday a reminder arrives. They walk in on Tuesday with statements in hand, and the advisor spends the hour on their goals.
Practical tips
Confirm with your compliance officer that any messaging channel you use with clients is approved and archived under your firm's recordkeeping policy before you switch it on.
Keep automation to scheduling and logistics. It should never offer investment or planning advice, and it should say so if asked.
Let existing clients book a review meeting the same way. People who can schedule an annual review in one message tend to keep it.
Questions? We've got answers.
Everything you need to know about Reflys, automations, integrations, and getting started.
No — Reflys handles scheduling, logistics, and document collection only. Anything about strategy, planning, or recommendations goes to an advisor, never the automation.
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