Home / Meeting notes & follow-up / GReminders

GReminders

Meeting notes & follow-up

Scheduling, reminders and AI notetaking for advisors, running inside Redtail, Wealthbox and Advyzon. ↗ greminders.com

Verified 2026-11-04 against the vendor's own pages

Visit GReminders Claim listing

Pricing

Essentials from $69/mo (AI notetaking, scheduling, reminders, compliance). Next tier from $132/mo.

↗ greminders.com/pricing

Integrations

  • Redtail
  • Wealthbox
  • Salesforce
  • Advyzon
  • HubSpot
  • Practifi
  • Outlook
  • Google Calendar
  • Zoom
  • Microsoft Teams

↗ greminders.com/integrations

Security & compliance claims

  • Says 'GReminders and its Data Center Provider' meet ISO 27001 and SOC 1/2/3 Type II
  • HIPAA BAA available

↗ greminders.com/security

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

Similar tools

  • JumpMeeting notes & follow-up · Client onboardingMeet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo.Verified 2026-11-04
  • ZocksMeeting notes & follow-up · Document parsing & data extractionEssentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 /…Verified 2026-11-04
  • ZeplynMeeting notes & follow-up · CRM & CRM add-onsNo public pricing found on the vendor pages we checked (demo/quote).Verified 2026-10-26
  • Wealthbox (CRM + AI Assistant & Notetaker)CRM & CRM add-ons · Meeting notes & follow-upBasic $59, Pro $75, Premier $99 per user/mo. AI Notetaker add-on intro rate $49/user/mo. 1…Verified 2026-11-04

Related