Online Appointment Scheduling for Financial Advisors

Simple, secure and powerful

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Offer a Better Customer Experience with Setmore Scheduling



Host Workshops and Make Your Clients Smarter

Offer expert advice to clients in a class session, disseminate best practices, and encourage financially-savvy decision making.


Book and Take Payments at the Same Time

Tender credit/debit card transactions online, safely and securely. Payment data is tied to each appointment, allowing you to track your growth.

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"This product is awesome! Love the appearance, ease of use and the professionalism it projects to my clients."
- Nicole, A Wellness Rounded Life

Appointments Can be Secured Anywhere

Self-booking is simple, instant and preferred. Clients can book meetings with financial advisors through the online booking portal.

With the Setmore button, customers can book an appointment directly from your website for a smoother online experience.

Use your Facebook page to bring in more bookings and increase visibility on the most widely used social media platform in the world.