Apptoto for Financial Services

Your clients can't afford to miss you. Make sure they take advantage of your financial services with customizable SMS text, email, or voice reminders.

The financial services industry is rewarding for advisors and clients alike. Apptoto frees up more of your time to focus on client accounts and relationships by automating the appointment reminder and scheduling process. It puts you in control of your schedule by integrating with your calendars, so you'll never miss a client - and they won't miss you.

One no-show appointment costs me more than a year of your services. ... Apptoto has completely evolved Google Calendar to a new level. My no-shows are like dinosaurs: totally extinct!
Chad Pennycuff
Pennycuff Wealth Coaching
  • Supports multiple staff, calendars, locations and appointment types
  • Customizable reminders to effectively reach your unique clients
  • Online booking for easy to schedule, secure calendar access
  • Reminds clients of their financial services appointments and when to schedule next

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