Certago
On Your Time
White-label client scheduling for financial advisory practices. Your clients pick a time that actually works; your calendar, your CRM and your texting stay in step.
How it fits together
A client opens their link and sees only times when everyone they need is genuinely free. Booking writes the meeting to Microsoft 365, files it against the contact in Wealthbox, and sends the confirmation through MyRepChat so it is archived for the broker-dealer.
Each practice gets its own address — yourpractice.onyourti.me — carrying its own logo, colours, type and compliance language.
Interested in a practice account? hello@certago.biz