Meetings, reviews and deadlines — handled.
Calendar
MTWTFSS
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The calendar
Your client work has a rhythm. Plan for it.
Quarterly reviews, annual check-ins, follow-ups after every meeting — advisory runs on a cadence that is easy to let slip.
Keep that cadence in one calendar that knows which client each event belongs to.
What's inside
Built for an advisor's week
✓
Six event types
Calls, meetings, reviews, follow-ups, deadlines and tasks — colour-coded at a glance.
✓
Recurring events
Daily, weekly, monthly or yearly, with exceptions for the one-offs.
✓
Linked to clients
Tie any event to a client so context travels with it.
✓
Google Calendar
Connect Google to see existing events alongside your Gali schedule.
SEE IT IN ACTION
The real dashboard, annotated
advisors.gali-app.com
