A wealth management firm's advisors spend 20–30% of their time on administrative tasks — including the back-and-forth of scheduling client meetings. Every email thread confirming a portfolio review is time not spent on client relationships or market research.
Financial services firms must maintain audit trails of client communications. But most scheduling workflows live in email threads and Google Calendar events with no structured data. A booking API creates a machine-readable record of every meeting — who scheduled with whom, when, and why.
A platform with tax advisors, retirement planners, and estate specialists has no programmatic way to route 'I need help with estate planning' to the right advisor's calendar. The matching happens in someone's head and then triggers a manual scheduling email.
Your platform logic determines which advisor to route to — by specialty, AUM tier, or availability. Pass `provider_username` and Orita handles the rest: availability check, booking creation, and confirmation. No per-advisor integrations.
Every confirmed, rescheduled, or cancelled meeting triggers a signed webhook POST with full booking details. Log it to your compliance system, CRM, or data warehouse. Every interaction is documented automatically — no manual entry.
Your AI client assistant can ask about the meeting purpose, match the right advisor, check availability, and create the booking — all in one conversation. The advisor sees the confirmed meeting with context notes before the call even starts.
Your AI agent matches the client to the right advisor and creates the meeting. The webhook logs it to your compliance system.
{
"provider_username": "advisor-patel",
"event_type_id": "portfolio-review",
"client_name": "Sofia Hernandez",
"client_email": "sofia@example.com",
"start_time": "2026-05-20T15:00:00Z",
"notes": "Q2 review — focus on retirement allocation, 15yr horizon"
}Response includes booking_id, confirmation_url, and advisor calendar details.
Yes. Routing logic lives in your platform — you decide which provider_username to use based on client segmentation, specialty, or capacity. Orita handles availability and booking creation for whichever advisor you select.
Every booking event (create, update, cancel) fires a webhook POST with structured data: client details, advisor info, meeting time, and booking ID. Store this payload in your compliance log or CRM. It's an immutable record of every scheduled interaction.
Yes. Create separate event types for existing client reviews and prospect consultations, each with different availability windows and buffer settings. Your AI agent or platform picks the right event type when creating bookings.
Yes. Orita ships official SDKs for both JavaScript/TypeScript and Python. If your team builds on Node.js or Python — as most financial AI stacks do — you get typed responses, auto-retry, and availability helpers out of the box.