Financial Services

Financial Advisor Scheduling Software

The fastest route to growing your client base and assets under management

Harness the power of personalized conversations to elevate sales effectiveness, drive client engagement, and boost advisor productivity.

Intelligent Online Appointment Scheduling saves countless hours and helps financial service providers deliver a superior client experience.

Cultivate happy clients, attract and grow assets—one conversation at a time.

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Retirement Plans

Provide plan participants with a superior customer experience and increase advisor productivity with more meetings, fewer no-shows, and more effective conversations.​


Elevate client relationships from transactional to conversational and increase customer value, satisfaction, and loyalty.​

Fund Managers

Build trust and become the go-to resource for institutional buyers, plan sponsors, and independent advisors by easily sharing your availability.

Independent Advisors

Spend more quality time with clients. Improve your “face time to admin time ratio.” Build stronger, mutually beneficial client relationships.

Discover how Financial Advisors and Relationship Managers can create personal connections that build trust and drive growth. Get your copy
Connect with Clients

Drive personal meetings with omnichannel engagement

Intelligent Online Appointment Scheduling enables investment management firms to convert prospects from every marketing channel—website, email, digital ads, social media, automated phone systems, and text messaging—into personal meetings with the right advisor, broker or fund manager at the right place and time.

omnichannel scheduling graphic showing appointment software using computer, mobile, text, and Google search
Create a Personal Experience

Blend the best of digital and in-person meetings

With digital interactions on the rise, differentiate your business by making the process personal. Use TimeTrade and easily connect with clients to deliver high-value, high-touch, personalized advice—in person or virtually. TimeTrade location services easily direct clients to the nearest available location. Prefer to meet virtually? Integrations for Webex, GoToMeeting, Zoom, and create private web conferencing rooms for each TimeTrade meeting.

Create Valuable Interactions

Match clients with the right advisors—every time

​TimeTrade understands why clients are reaching out and which advisors have the right skills to address their needs. Our patented Smart Matching technology routes each client to the advisor or team best qualified to discuss their unique goals—from wealth building and retirement planning to college savings or other financial objectives.

graphic showing matching an open appointment slot with the right person to help
animation showing email and text notification reminders to ensure scheduled appointments are kept
Increase meetings and show rates

Maximize appointment flow while minimizing no-shows

Intelligent Appointment Scheduling can increase meeting bookings by up to 28% while eliminating time wasted chasing clients to schedule appointments. Automated reminders and notifications greatly reduce no-shows—TimeTrade customers enjoy up to 90% client show rates for scheduled appointments.

Improve Advisor Productivity

Prepare advisors and clients for successful meetings

With advanced knowledge of the meeting objectives, both the advisor and client are better prepared—resulting in more productive meetings and minimizing the need for additional appointments and documents.

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Seamless CRM Integration

Manage and track appointments right within Salesforce

Enable advisors and reps to manage their appointments within Salesforce—where they can easily offer and schedule meetings right from a lead, contact, or person account record.

Built-in Process Builder workflows automate appointment scheduling requests based on client stages, such as annual account reviews. Track all appointments offered, scheduled, rescheduled or missed right within Salesforce for easy access and reporting.

Built for Growth

The trusted choice for leading financial services providers

TimeTrade is deployed by more than 500 enterprises worldwide, including many of North America’s top financial institutions.

Instantly deployable and proven secure, TimeTrade meets the unique needs of your organization with a smart blend of robust built-in functionality and extensive customization options.

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