Happy Friday, y'all! I've been using Calendly for years, but haven't integrated it into Wealthbox. It's worked well... Considering a move to Greminders instead of trying to duct-tape together something with Calendly + Zapier + Wealthbox Anyone made the switch? Have any feedback? Also, I think - based on what I've seen - that Greminders might be able to also replace Knudge for automated client tasks like inviting them to schedule their 6 month strategy meeting or requesting their tax return annually, etc. through their automations: https://www.greminders.com/product/automations Welcome any thoughts or feedback from anyone using Greminders for scheduling, automations/client tasks & reminders, and integration with Wealthbox. Thanks!

Anyone doing 529s and if yes, who with. Our custodian isn't interested.