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Scheduling software for financial advisors and wealth managers

Financial firms need clear records, encrypted communication and no exposure of confidential client details. Caletus gives each advisor team its own booking link, reports every booking change to your systems, and encrypts meeting data with TLS 1.3 in transit and AES-256 at rest.

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Try the example setupClick through it the way your guest would.
acme.caletus.com/financial-services
AC
Acme
Wealth planning portfolio review
  • 60 minutes
  • Video call
Before we book
State of residence
Portfolio size range
Main financial goal
The fit

What financial advisors need, and what Caletus does.

  1. 01
    You need

    The right advisor team

    Send clients in each state or province to the advisors licensed there.
    Caletus does
    A round robin link per region
    Create one round robin link for each state's licensed advisors, and share the right link with each client.
  2. 02
    You need

    A record of every change

    Know when each appointment was booked, moved or canceled.
    Caletus does
    Webhooks for your records
    Caletus sends a signed webhook when an appointment is booked, rescheduled or canceled, so your systems can log it.
  3. 03
    You need

    Encrypted client data

    Encrypt all client meeting data, with TLS 1.3 in transit and AES-256 at rest.
    Caletus does
    Role-based access
    Owners, Admins, Finance and Members each see only what their role allows.
What's included

Scheduling software for financial advisors: what you get.

  • SOC 2 Type II audited
  • Role-based access
  • Round robin across advisors
  • TLS 1.3 encryption in transit
See all scheduling features
Recommended plan
Enterprise
Example meeting
60 minutes
Guests need an account
No
Worth knowing: Round robin, role changes and analytics export need Enterprise. Single sign-on (SSO) isn't available.
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Good to know

Setup tips for financial advisors.

A few details that make this setup work the way it should.

  1. 01

    What Caletus stores

    Caletus handles appointment scheduling only. Caletus doesn't store or process investment portfolio records.
Compliance note
Caletus does not give financial or fiduciary advice. Caletus doesn't export audit logs, so firms that need an archive usually record bookings through webhooks.
Keep exploring

More on scheduling for financial advisors.

FAQ

Scheduling FAQs for financial advisors.

Straight answers about setting up Caletus for financial advisors and running it day to day.

Talk it through with our team

  • Partly. On Enterprise, admins see workspace analytics, including each advisor's meetings, and can export them to CSV. Caletus doesn't export audit logs, so firms that need a full archive send booking webhooks to their own record system.

  • Yes, by giving each state its own link. Create a round robin meeting type for each state's licensed advisors and share the matching link with each client. The client sees open times only from those advisors, and the booking lands with one of them.

  • Caletus is SOC 2 Type II audited and encrypts meeting data with TLS 1.3 in transit and AES-256 at rest. Access is role-based, and Caletus doesn't store investment portfolio records. Single sign-on and audit log exports aren't available, so check those against your firm's requirements.

Your playbook is ready

Set up Caletus for your advisory firm.

Start free, connect your calendar, and use this playbook as your starting point. No credit card required.

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