The Best Online Booking Manager for Financial Advisors

Our comprehensive online booking manager for financial advisors has everything you need to streamline all your appointments online! Grow your financial advising business with CitaFix!

Designed for Financial Advisors Across Central America

Online Appointment scheduling

Streamline Your Appointment Scheduling Online

Facilitate seamless booking of consultations through our user-friendly web platform for financial advisors. This feature simplifies scheduling, reduces no-shows, and ensures consistent client engagement.

Tailored business landing page

Display Your Information Online

Showcase your financial advisory services with a dedicated single-page website. Display essential information such as service offerings, expertise areas, office locations, and contact details to streamline client interaction and appointment booking.

custom schedules

Custom Schedules for You and Your Team

Create personalized schedules for yourself and your team to optimize availability and client service. Ensure efficient time management and minimize scheduling conflicts.

Unlimited Services & Locations

List as Many Services and Locations

Expand your service offerings across various financial domains and locations without constraints. This flexibility accommodates diverse client needs and supports business growth.

Centralized appointment calendar

Generic Appointment Calendar

Efficiently manage appointments with a centralized calendar interface. Keep track of consultations, ensure timely engagements, and maintain organizational efficiency.

Email notifications

Instant Email Notifications for You and Your Clients

Stay updated with automated email notifications for bookings, reschedulings, and cancellations. Enhance communication with clients and minimize misunderstandings.

Advanced Features

Google Calendar

Google Calendar Integration

Sync appointments seamlessly with Google Calendar to streamline scheduling and enhance team coordination. Ensure accurate scheduling across platforms.

Analytics

Monthly Analytic Reports

Access detailed analytics reports to gain insights into client trends, portfolio performance, and business growth metrics. Utilize data-driven insights to enhance advisory services and client satisfaction.

Unlimited appointments

Ongoing Customer Support & Maintenance

Benefit from continuous support and maintenance for your online appointment platform. Ensure smooth operations and focus on delivering high-quality financial advice and solutions to clients.

Online Appointment Scheduling Made Easy

Take your financial consulting business to the next level with CitaFix!