Certago LLC
Client scheduling for advisory practices.
Your clients book on their own time. The meeting lands on your calendars, in your CRM and in compliant texting — without anybody in your office typing it twice.
Three steps, covering the parts your office currently does by hand.
A coordinator picks the client, the meeting type and who needs to be there. That files a note and a follow-up task in Wealthbox and sends the client a link — by email, or by text through MyRepChat so it is archived the way your broker-dealer expects.
The link offers only the slots where everybody the meeting needs is genuinely free, read from your advisers’ Microsoft 365 calendars at the moment they look. No back-and-forth, and no times that turn out not to exist.
The meeting goes on the calendars with the right attendees, the record is filed against the contact in Wealthbox, and the confirmation goes out through compliant texting. Nobody re-types anything.
It connects to Wealthbox for your client records, Microsoft 365 for your advisers’ calendars and MyRepChat for compliant texting — the tools you already pay for.
Every practice gets its own address — yourpractice.onyourti.me — carrying your logo, your colours, your typeface and your compliance language.
Your clients see your firm, not ours. The only place our name appears is on your own settings screen, which no client ever opens.
What a client sees
Your mark at the top, your words, the times your advisers are genuinely free, and your broker-dealer’s disclosure at the bottom. Nothing of ours anywhere on the page.
Per practice
$119/month
or $1,190/year — 2 months free.
Demo mode is free for as long as you like. Build your whole practice, brand it and run the entire booking flow against sample data. You pay only to go live with real clients.
Prices in US dollars. Cancel any time — you keep access through the period you have already paid for, and nothing is charged after that. Payment is handled by Stripe; your card details never touch On Your Time.