Home / Meeting notes & follow-up / GReminders
GReminders
Scheduling, reminders and AI notetaking for advisors, running inside Redtail, Wealthbox and Advyzon. ↗ greminders.com
Pricing
Essentials from $69/mo (AI notetaking, scheduling, reminders, compliance). Next tier from $132/mo.
Integrations
- Redtail
- Wealthbox
- Salesforce
- Advyzon
- HubSpot
- Practifi
- Outlook
- Google Calendar
- Zoom
- Microsoft Teams
Security & compliance claims
- Says 'GReminders and its Data Center Provider' meet ISO 27001 and SOC 1/2/3 Type II
- HIPAA BAA available
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
The security wording bundles GReminders with its data-center provider. Ask for GReminders' own report.
Compare GReminders
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