Fully automated time tracking for financial advisors

Memtime runs silently in the background, capturing every client interaction your calendar misses. It gives you visibility into which client relationships are profitable, and which are consuming capacity you didn't know you were giving away.

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No credit card required

Available for:

Mac
Windows
Linux
Financial Advisors time tracking with Memtime

What did I even do today?

With automatic time tracking, you can see your day at a glance – no stopwatch, no guesswork.

What did I even do today?

With automatic time tracking, you can see your day at a glance – no stopwatch, no guesswork.
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Silent

Memtime runs quietly in the background while you work with clients and manage your practice. No input from you needed.
Everything is captured

Sharp

Every client interaction is captured, including the meetings, the prep, and the calls that never made it into the calendar. Everything is captured down to the minute.
Secure data storage

Secure

Your captured activity data is visible only to you. It’s stored on your device (not in the cloud) and can’t be seen by anyone else at your firm, or even us at Memtime.

What you get by automating time tracking for IFAs

Learn about the benefits of using Memtime for time tracking

Better prioritization

Two clients on the same retainer can require different workloads. Memtime captures every interaction automatically, including meetings, prep, follow-up, and other work, so you always know which relationships are profitable and which aren’t.
Quote
I can check what I’ve done in the last hour when I’ve switched between clients.
G2 Verified User Review
Terry-Anne M.
Small business
Quote
Everything I need is there.
G2 Verified User Review
Manuel F.
Owner

Accounted work

Writing Statements of Advice, Suitability Reports, and client file notes is time consuming. Because of that, it rarely gets attributed to the right client; more often than not, it disappears from the numbers. Memtime captures all this work and assigns it to the client who drove it, so your data reflects what actually happened.

Confident boundaries

There are days when everything feels urgent, and it’s hard to know if you’re overloaded or simply overwhelmed. Memtime shows you exactly where your time is going, so you can tell the difference between an unsustainable workload and a week that just feels heavy. It’s easier to push back or ask for support when you have the data.
Quote
Memtime effectively helps me fill in missing time, especially when I'm distracted or forgetful.
G2 Verified User Review
Michael W.

How does automatic time tracking for financial planners work?

This is how Memtime captures your day and displays it in a timeline
Install on desktop

Memtime is available on Windows, macOS, and Linux and takes 3 minutes to set up. Start your 14-day free trial, download the app, and you’re good to go.

Reconstruct your day

Open Memtime at any point during your day to see how your time was spent across every email, document, call, and prep work. It’s all laid out automatically in a private timeline visible only to you.

Set up a client book

Before you start logging time, take a few minutes to set up your clients as projects in Memtime (the Memtime Projects feature). Once they’re in place, every time entry you create can be assigned to the right client.

Review your reports

At any point, you can generate a report to see exactly how your time is distributed across your client book. You’ll know which relationships are consuming the most of your resources and plan accordingly.

Start free trial
Reconstruct your day
Review your reports
Start free trial

Install on desktop

Memtime is available on Windows, macOS, and Linux and takes 3 minutes to set up. Start your 14-day free trial, download the app, and you’re good to go.
Automatically captured activities

Reconstruct your day

Open Memtime at any point during your day to see how your time was spent across every email, document, call, and prep work. It’s all laid out automatically in a private timeline visible only to you.
Assign hours to projects

Set up a client book

Before you start logging time, take a few minutes to set up your clients as projects in Memtime (the Memtime Projects feature). Once they’re in place, every time entry you create can be assigned to the right client.
Project time logging

Review your reports

At any point, you can generate a report to see exactly how your time is distributed across your client book. You’ll know which relationships are consuming the most of your resources and plan accordingly.
Start free 14-day trial
Start free trial

More benefits for financial advisory firms

Here’s how you can improve profitability with Memtime

Revenue visibility

As an advisor, you apply rigour to every client’s financial plan, and Memtime brings the same discipline to your practice. By capturing how time is spent across your client book, you get a clear picture of where your revenue is being earned (and where it’s not).

Smart growth

Taking on new clients, expanding services, or building out your team all carry major risks when you don’t have capacity data. Memtime gives you a clear view of current utilization across the practice, so you’re not overly optimistic when making business decisions.

Pricing clarity

When you don’t know how long it takes to service each client, fee reviews are based on your imagination. Memtime gives you the time data to benchmark your fees against actual effort, not estimates.

Hours controlled

Overservicing often goes unnoticed until it becomes a big problem. Memtime gives everyone on your team visibility into their own workload (privately, without monitoring), so nothing accumulates silently.

FAQs

The beauty of automatic time tracking is that you can forget all about it
Can Memtime track my emails and documents?
What if I have several windows or documents open at once?
Can Memtime capture phone calls with clients?
What if I have a client meeting that wasn’t on my computer?
Which Memtime plan is right for me?
What if I don’t want certain activities to be recorded?
What if I work across more than one device?
Can I try Memtime before committing?
Do I need to integrate anything to get started?
Is Memtime an employee monitoring tool?

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