GReminders
Built by GReminders
GReminders is an AI scheduling and meeting automation platform for financial advisors that records meetings and produces AI-generated summaries and notes.
Trusted by advisory firms across North America
What GReminders Offers
Discover the powerful features that make GReminders an essential tool for your workflow
Connect GReminders from Investipal integrations settings with a user-level link
Search your GReminders meetings by title or summary from inside Investipal
Attach AI meeting summaries to a specific client record (Notes tab, Client Context)
Attached notes feed AI-personalized client proposals automatically
Meeting prep briefs combine client context with your imported meeting notes
Why Use GReminders with Investipal?
Experience the combined power of GReminders and Investipal's AI-driven platform
Meeting intelligence lands on the client record instead of dying in a transcript app
Proposals reference what the client actually said in your last meeting
Walk into every meeting with an AI prep brief built from real conversation history
No rekeying: notes flow from your calendar meetings to the client file in two clicks
Quick Setup Process
Get GReminders connected with Investipal in just a few simple steps
Schedule a demo to discuss your GReminders integration needs.
Our team will help you configure the optimal settings for your workflow.
Begin leveraging the combined power of both platforms immediately.
Ready to integrate GReminders?
Connect your tools and automate your workflow with Investipal's comprehensive platform.