Scheduling software built for financial advisors
Turn "let's find a time" into a booked review meeting — Slotly lets prospects and clients self-schedule discovery calls, annual reviews, and quarterly check-ins around your compliance windows, so you spend your day in front of households, not chasing calendars. Slotly gives financial advisors a single booking link, automated reminders, and no-show protection — so your advisory practice stays booked without the phone tag. A prospect books a discovery call, then ghosts — and you've blocked 45 minutes that could have gone to an A-client review. Slotly sends automated email and SMS reminders, and lets you require a card on file so flaky prospects either show up or free the slot.
What scheduling chaos costs financial advisors.
No-shows on prospect discovery calls
A prospect books a discovery call, then ghosts — and you've blocked 45 minutes that could have gone to an A-client review. Slotly sends automated email and SMS reminders, and lets you require a card on file so flaky prospects either show up or free the slot.
The annual-review scheduling slog
Re-booking every household for their annual portfolio review means dozens of back-and-forth emails right when markets are moving. Slotly hands each client a self-serve link with your real availability, so the entire review season fills itself without your assistant playing email tag.
Calendar chaos across reviews, planning, and prospecting
Quick check-ins, 90-minute financial-planning sessions, and cold discovery calls all need different lengths, buffers, and prep time. Slotly gives each meeting type its own duration, buffer, and intake form, so a client can never grab a 15-minute slot for a full plan delivery.
Everything a advisory practice needs to stay booked.
Meeting types for every conversation
Set up distinct booking links for discovery calls, annual reviews, quarterly check-ins, and plan-delivery meetings — each with its own length, buffer, and questions — so clients always land in the right kind of slot.
Recurring reviews on autopilot
Put each household's annual review and quarterly check-ins on a repeating cadence, so the next meeting is offered before the current one ends and no client slips through your service calendar.
Pre-meeting intake that does the prep for you
Custom intake forms capture goals, held-away accounts, risk concerns, and document uploads before the call, so you walk into every review already knowing the agenda instead of starting from scratch.
Deposits that screen serious prospects
Collect a refundable hold or paid planning-session fee via Stripe at booking, filtering out tire-kickers and protecting the hours you set aside for qualified households.
How financial advisors use Slotly.
- A fee-only RIA shares one booking link in their newsletter, and 30 households self-schedule their annual reviews in a week without a single back-and-forth email.
- A prospect clicks the advisor's 'Discovery Call' link, picks a 30-minute slot, fills out a goals-and-assets intake form, and gets an SMS reminder the morning of the call.
- An advisor blocks Tuesdays and Thursdays for new-business meetings only, so prospects can book discovery calls then while existing clients book reviews on review-only days.
Financial Advisors scheduling: your questions answered
Can clients book around my market-hours and trading windows?
Yes — you set exact availability per meeting type, so you can offer discovery calls only on certain afternoons and keep mornings or market-open hours blocked entirely. Slotly only ever shows slots you've explicitly opened, and adds buffers so you're never booked back-to-back through a trade-execution window.
Does Slotly sync with the calendar my whole practice already runs on?
Slotly does two-way sync with both Google and Outlook calendars, so a client meeting booked through your link appears instantly on your work calendar and any personal commitment there blocks that time from clients. Every advisor and paraplanner on the team can connect their own calendar, so collective and round-robin booking always reflects who's actually free.
Will the intake data and reminders help me stay organized for compliance and prep?
Slotly captures structured intake responses and uploaded documents at booking and stores them against each appointment, giving you a consistent, timestamped record of what the client provided before each meeting. You control the confirmation and reminder messaging, and Slotly is a scheduling tool, so you should keep your CRM or compliance system as your system of record for archiving.
Keep exploring
Get your advisory practice booked solid
Start free in five minutes. Turn "let's find a time" into a booked review meeting — Slotly lets prospects and clients self-schedule discovery calls, annual reviews, and quarterly check-ins around your compliance windows, so you spend your day in front of households, not chasing calendars.