Investment Advisory
Scheduling that keeps client reviews tied to their own file
20 September 2026
Preparing for a client review is easier when the meeting itself is already connected to everything known about that client. Scheduling events link directly to a CRM contact, so a review appears on the same record as their documents, notes, and history.
That means opening a client's file ahead of a meeting shows the upcoming review alongside everything else about the relationship, rather than needing a separate calendar check first.
Marking a review completed, rather than just scheduled, keeps a client's record an accurate history of every genuine touchpoint, useful the next time their circumstances or objectives are being reassessed.
Frequently asked questions
Can we see every meeting held with a client historically?
Yes - because reviews link to the client's own record, their full meeting history stays attached to their file.
Does scheduling work the same as the rest of the platform?
Yes - it's the same Calendar Events used across every other module, so there's nothing separate to learn.
Ready to get started with Noviqent for Investment Advisers?
Get started