Automate client scheduling for wealth management teams with workflows
Automate client scheduling for wealth management teams with workflows
Streamline client onboarding, reviews, and advisor meetings with automated, compliant scheduling that fits your financial planning process.
Streamline client onboarding, reviews, and advisor meetings with automated, compliant scheduling that fits your financial planning process.
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
How Cal.com Workflows power wealth management scheduling
How Cal.com Workflows power wealth management scheduling
Turn your planning process into reliable, automated workflows that clients and advisors love.
Turn your planning process into reliable, automated workflows that clients and advisors love.
01
Map your client journey
Define each stage of your financial planning process steps, from discovery and risk assessment to onboarding, portfolio implementation, and ongoing reviews. In Cal.com, translate those steps into event types, routing forms, and workflow triggers so every client follows a consistent, auditable path.
02
Automate engagement and reminders
Attach Cal.com Workflows to events to automate confirmations, multi-channel reminders, and post-meeting follow-ups. Use email, SMS, or WhatsApp to confirm availability, share prep materials, and request documents for onboarding or portfolio review templates. Reduce manual outreach and no-shows.
03
Route to the right advisor, every time
Use qualifying questions to route HNW prospects, existing clients, or households to the right advisor, service team, or specialist. Balance capacity across teams, respect advisor-client continuity, and apply round robin routing where appropriate for AUM growth strategies and client meeting cadence.
Benefits for modern wealth management teams
Benefits for modern wealth management teams
Deliver a consistent, compliant experience while giving advisors and clients a faster way to book and manage meetings.
Deliver a consistent, compliant experience while giving advisors and clients a faster way to book and manage meetings.
01
Cut time to onboard
Replace back-and-forth scheduling with smart links and automated reminders tailored to wealth management client onboarding. Collect required intake data up front and trigger next steps so clients move from discovery to funded accounts faster.
02
Deliver a client-first review cadence
Standardize your client meeting cadence with quarterly, semiannual, or annual portfolio reviews. Use workflows to schedule in advance, share the agenda, and attach your portfolio review template so clients arrive prepared.
03
Increase advisor productivity
Automate confirmations, prep reminders, and post-meeting tasks. Advisors spend more time advising and less time coordinating calendars, which supports scalable AUM growth strategies without adding admin headcount.
04
Build trust with consistent communication
Use branded emails and texts that set expectations, share required documents, and reinforce your process. Reliable, on-time reminders reduce no-shows and last-minute reschedules, improving client satisfaction and retention.
Features built for advisory firms
Features built for advisory firms
Flexible, API-first scheduling, with enterprise controls for security, customization, and scale.
Flexible, API-first scheduling, with enterprise controls for security, customization, and scale.
Routing forms and capacity rules
Qualify leads and clients, then route to the right advisor or team based on segment, household, or availability. Maintain continuity while balancing workload.
Automated reminders and follow-ups
Send confirmations, reminders, and post-meeting tasks via email, SMS, or WhatsApp. Reduce no-shows and keep clients on track between meetings.
Templates for recurring reviews
Create event and messaging templates for annual, quarterly, or life-event reviews. Attach agendas and document checklists for repeatable excellence.
Audit-friendly logging
Maintain a clear record of bookings, changes, and communications. Export logs or connect to your systems for compliance-friendly oversight.
Open-source and self-hosting
Deploy on your own infrastructure for maximum control, or use Cal.com Cloud. Explore code at https://cal.com/open-source and docs at https://cal.com/docs.
Developer-first API and webhooks
Integrate with CRMs, data rooms, and reporting. Use https://developer.cal.com/api to programmatically manage users, events, workflows, and notifications.
See how workflows keep your scheduling on track
See how workflows keep your scheduling on track
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
Frequently asked questions
Frequently asked questions
These are some of our most frequently asked questions.
These are some of our most frequently asked questions.
How do workflows support wealth management client onboarding?
Use routing forms to collect KYC-ready details, trigger welcome confirmations, and schedule the next step automatically. Workflows send reminders and document checklists, accelerating funding and account setup.
Can we standardize our portfolio review template and agenda?
Yes. Create event templates for reviews, attach your portfolio review template, and automate pre-read emails and reminders so clients arrive prepared with statements and questions.
How do we handle client meeting cadence across segments?
Define cadence per segment, then use workflows to auto-invite clients on a quarterly or annual basis. Cal.com can prefill times, send multi-channel reminders, and escalate if a review is overdue.
Does Cal.com integrate with our CRM and communication tools?
Cal.com offers an API, webhooks, and integrations. Connect HubSpot natively, or sync Salesforce and others via webhooks and middleware. Notify teams in Slack and trigger tasks in project tools.
Is self-hosting available for compliance or data residency?
Yes. Cal.com is open source and supports self-hosting for maximum control. Learn more at https://cal.com/open-source and enterprise options at https://cal.com/solutions/enterprise.
How do we manage multi-advisor teams and household relationships?
Use round robin for new inquiries, and assign existing clients to their primary advisor with routing rules. Capacity and priority settings keep workloads balanced and relationships consistent.
Can developers customize workflows through the API?
Yes. Use the Workflow API to create, update, and manage workflows programmatically. See docs at https://developer.cal.com/api, and explore product guides at https://help.cal.com.
How do workflows support wealth management client onboarding?
Use routing forms to collect KYC-ready details, trigger welcome confirmations, and schedule the next step automatically. Workflows send reminders and document checklists, accelerating funding and account setup.
Can we standardize our portfolio review template and agenda?
Yes. Create event templates for reviews, attach your portfolio review template, and automate pre-read emails and reminders so clients arrive prepared with statements and questions.
How do we handle client meeting cadence across segments?
Define cadence per segment, then use workflows to auto-invite clients on a quarterly or annual basis. Cal.com can prefill times, send multi-channel reminders, and escalate if a review is overdue.
Does Cal.com integrate with our CRM and communication tools?
Cal.com offers an API, webhooks, and integrations. Connect HubSpot natively, or sync Salesforce and others via webhooks and middleware. Notify teams in Slack and trigger tasks in project tools.
Is self-hosting available for compliance or data residency?
Yes. Cal.com is open source and supports self-hosting for maximum control. Learn more at https://cal.com/open-source and enterprise options at https://cal.com/solutions/enterprise.
How do we manage multi-advisor teams and household relationships?
Use round robin for new inquiries, and assign existing clients to their primary advisor with routing rules. Capacity and priority settings keep workloads balanced and relationships consistent.
Can developers customize workflows through the API?
Yes. Use the Workflow API to create, update, and manage workflows programmatically. See docs at https://developer.cal.com/api, and explore product guides at https://help.cal.com.
How do workflows support wealth management client onboarding?
Use routing forms to collect KYC-ready details, trigger welcome confirmations, and schedule the next step automatically. Workflows send reminders and document checklists, accelerating funding and account setup.
Can we standardize our portfolio review template and agenda?
Yes. Create event templates for reviews, attach your portfolio review template, and automate pre-read emails and reminders so clients arrive prepared with statements and questions.
How do we handle client meeting cadence across segments?
Define cadence per segment, then use workflows to auto-invite clients on a quarterly or annual basis. Cal.com can prefill times, send multi-channel reminders, and escalate if a review is overdue.
Does Cal.com integrate with our CRM and communication tools?
Cal.com offers an API, webhooks, and integrations. Connect HubSpot natively, or sync Salesforce and others via webhooks and middleware. Notify teams in Slack and trigger tasks in project tools.
Is self-hosting available for compliance or data residency?
Yes. Cal.com is open source and supports self-hosting for maximum control. Learn more at https://cal.com/open-source and enterprise options at https://cal.com/solutions/enterprise.
How do we manage multi-advisor teams and household relationships?
Use round robin for new inquiries, and assign existing clients to their primary advisor with routing rules. Capacity and priority settings keep workloads balanced and relationships consistent.
Can developers customize workflows through the API?
Yes. Use the Workflow API to create, update, and manage workflows programmatically. See docs at https://developer.cal.com/api, and explore product guides at https://help.cal.com.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Get started with automated wealth scheduling
See how Cal.com streamlines onboarding, reviews, and advisor-client meetings. Start free at https://cal.com, explore pricing at https://cal.com/pricing, or request an enterprise demo.
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources