Open a free Setmore account in minutes. The user-friendly interface empowers you to start booking with ease.
Schedule client appointments, access staff, customers and booking-related information on the app’s prime spot - the calendar page.
Manage all your advisors in one place. Assign coverage, delegate appointments, and handle last-minute schedule changes efficiently.
Investment banking sessions require multiple meetings and follow-ups. Schedule repeat meetings with clients instantly.
Rely on Setmore’s cloud-based platform to keep client information secure while enabling quick access for your firm.
Save time spent on manual job allocations to staff. Choose the latest technology to streamline your schedule.
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.
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