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Trusted by 4,200+ Financial Professionals Worldwide

Free Time Tracking Software for Financial Advisors - Track Client Hours Automatically

Timetracker is the leading financial advisor time tracking software that helps wealth managers automatically track billable client hours, manage multiple portfolio assignments, and generate accurate timesheets with intelligent advisory time tracking technology—completely free forever.

✓ Setup in under 2 minutes ✓ No credit card required ✓ 100% free forever ✓ Trusted by 4,200+ financial professionals

Automatic Client Tracking
Never lose billable advisor hours
Multi-Client Support
Track time across client portfolios
Financial Timesheet Generation
Accurate billing reports
Portfolio-Based Analytics
Track by client/investment type
Free financial advisor time tracking software dashboard

Why 4,200+ Financial Professionals Choose Our Advisor Time Tracking Software Over Toggl and Harvest

Timetracker is the preferred financial advisor time tracking solution for wealth managers, investment consultants, and advisory firms worldwide—from solo advisors managing $2M AUM to large firms overseeing $500M+ in client assets simultaneously.

Timetracker Logo

"Timetracker completely transformed our financial advisory time tracking workflow. Last quarter alone, we accurately tracked 650 client consultations across 850 billable hours. The automated time tracking helped our team of six advisors manage portfolios for 120 clients with 97% billing accuracy."

MTC

Michael Thompson, CFP

Senior Financial Advisor, Wealth Management Partners

850 hours tracked • 650 consultations managed • 97% billing accuracy

Financial advisor time tracking dashboard showing productivity metrics

Essential Financial Advisor Time Tracker Features That Boost Client Service and Billing Accuracy

Timetracker is the go-to financial advisor time tracking platform for wealth managers, investment consultants, and advisory firms worldwide—from solo advisors billing $5,000/month to senior advisors managing $25,000+ in monthly client fees.

Automatic Client Time Tracking

Free Financial Advisor Time Tracking Software - Never Miss Billable Hours

Stop losing money on unbilled advisory time. Our intelligent financial time tracker automatically records advisor work activity, tracks billable hours by client and investment type, and eliminates manual timesheet entry. Financial advisors using Timetracker recover an average of 12+ unbilled hours monthly, increasing firm revenue by $600-2,400 per advisor per month.

Key Benefits

  • Automatic financial advisor time tracking with 99.9% accuracy
  • Real-time billable hours monitoring by client and portfolio
  • Zero manual timesheet data entry required
  • Smart time recording for client meetings and financial planning
  • Works with Windows, Mac, iOS, and Android devices

Perfect For

  • Wealth management advisors
  • Investment consultants
  • Financial planning specialists
  • Portfolio management teams
Automated financial advisor time tracking interface

Multi-Client Portfolio Management

Smart Financial Advisor Time Tracking for Multiple Clients and Investment Types

Organize unlimited client portfolios with intelligent investment management. Switch between client assignments seamlessly, track time across multiple financial planning sessions, and generate separate billing reports instantly. Our financial advisor time tracking software handles everything from 5-client practices to 200+ client large advisory firms.

Key Benefits

  • Unlimited clients and investment portfolios
  • One-click client assignment switching
  • Separate billing per financial plan
  • Real-time portfolio analytics and reporting
  • Client-specific time tracking rules

Perfect For

  • Multi-client wealth management firms
  • Investment advisory practices with diverse portfolios
  • Financial advisor teams supporting multiple clients
  • Large firms with complex client management
Financial advisor multi-client portfolio management interface

Financial Advisory Timesheet Generation

Automated Financial Advisor Timesheets from Client Time Tracking Data

Transform tracked advisor hours into professional financial timesheets automatically. Generate detailed billing reports with client hours, portfolio expenses, and investment breakdowns in seconds. Export timesheets to popular financial management systems and get advisors paid 40% faster with accurate time documentation.

Key Benefits

  • Automatic financial advisor timesheet generation from time data
  • Professional time-to-billing conversion in 1-click
  • Integration with financial management software (QuickBooks, Xero)
  • Expense tracking for accurate client billing
  • Compliance-ready reports for financial accounting

Perfect For

  • Hourly financial advisor billing structures
  • Wealth management firms with strict timesheet requirements
  • Investment advisory practices with detailed reporting needs
  • Independent financial advisor contractors
Automated financial advisor timesheet generation interface

Financial Advisory Team Collaboration

Scale Your Financial Advisory Practice with Team Time Tracking

Grow your advisory practice with powerful financial team management tools. Add unlimited advisor team members, assign granular roles and permissions, track everyone's time transparently, and maintain complete client visibility across all advisors and portfolios in your expanding wealth management firm.

Key Benefits

  • Unlimited financial advisor team members (free forever)
  • Role-based access control for clients/portfolios
  • Transparent time tracking across all client matters
  • Real-time financial advisory team collaboration features
  • Partner dashboard for wealth management firm oversight

Perfect For

  • Growing financial advisory firms (5-50 people)
  • Wealth management practices with multiple advisors
  • Multi-location investment advisory practices
  • Financial advisory firms with specialized teams
Financial advisory team collaboration and time tracking interface

Advanced Time Tracking Features for Professional Financial Advisors

Discover the powerful automation tools that make financial advisor time tracking efficient and accurate for wealth managers handling complex client portfolios and multiple investment strategies.

Smart Financial Advisory Time Tracking Workflows

Create automated workflows that perform different time tracking actions based on client types, portfolio requirements, and billing rates for maximum financial advisor efficiency.

Conditional Time Filters for Financial Planning

Use smart filters so time tracking only starts when specific advisory work conditions are met—perfect for advisors with complex billing arrangements across multiple client types.

Financial Data Formatting Tools

Transform dates, client account numbers, portfolio codes, and financial data into your advisory firm's preferred format for seamless integration with existing wealth management systems.

Financial Software API Integrations

Connect with any financial tool (QuickBooks, Xero, MoneyGuidePro, etc.) or send data to advisory systems without coding or server management required.

Scheduled Financial Advisory Reports

Schedule automated time reports to be sent to clients or partners whenever it's convenient for your advisory workflow—daily, weekly, or monthly advisor summaries.

Custom Financial Advisor Time Tracking Logic

Describe your financial advisor time tracking needs and our AI will create custom solutions for your specific client requirements and billing structure.

Start Free Financial Advisor Time Tracking - Setup in Under 2 Minutes

Follow these simple steps to set up your complete financial advisor time tracking system and start capturing every billable hour automatically—no credit card required, free forever.

Step 1 (30 seconds)

Start Free Time Tracking for Your Financial Advisory Work

Transform manual financial advisor time tracking into automated revenue capture. Our intelligent wealth management timesheet software eliminates billing guesswork, reduces invoicing errors by 95%, and helps financial advisors recover an average of 12+ billable hours monthly—worth $600-2,400 in additional advisory revenue.

Free financial advisor time tracking account setup interface

Step 2 (1 minute)

Set Up Your First Client Portfolio in 60 Seconds

Switch seamlessly between client assignments without losing valuable billable time. Our intelligent portfolio management system lets financial advisors organize unlimited client accounts, track time across multiple investment strategies, and generate professional timesheets instantly.

Client portfolio setup and advisor workspace management

Step 3 (instant)

Begin Automatic Financial Advisor Time Tracking Immediately

Start capturing every billable minute with our automatic financial time tracking technology. Whether you're conducting client meetings, performing portfolio analysis, or developing financial plans—Timetracker automatically records your work activity and categorizes it by client and investment type.

Automatic financial advisor time tracking activation

Step 4 (optional)

Scale Your Financial Advisory Practice with Team Collaboration

Ready to grow? Add unlimited financial advisory team members, assign specific roles and permissions, and maintain complete transparency in time tracking and client management across your expanding wealth management firm or investment advisory practice.

Financial advisory team scaling and collaboration setup
Customer 1Customer 2Customer 3Customer 4Customer 5Customer 6
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500+ Happy customers sharing their experience

What Our Users Say

Discover how Time Tracker has helped professionals across industries improve productivity and work-life balance.

Time Tracker has completely transformed how our team manages projects. The intuitive interface and comprehensive reporting have boosted our productivity by at least 30%.

Sarah Johnson

Project Manager, TechCorp

As a freelancer, keeping track of billable hours used to be a nightmare. Time Tracker has simplified everything, and the automated invoicing feature is a game-changer!

Michael Chen

Independent Designer

The analytics provided by Time Tracker helped us identify workflow bottlenecks we didn't even know existed. We've optimized our processes and saved countless hours.

Emma Rodriguez

Operations Director, StartupX

I've tried many time tracking solutions, but none compare to the ease and flexibility of Time Tracker. The mobile app ensures I never miss logging important client work.

David Wilson

Senior Consultant

The team collaboration features are outstanding. Being able to see everyone's progress in real-time has improved our communication and project delivery timelines.

Priya Patel

Team Lead, DevStudio

Time Tracker's integration with our existing tools was seamless. The customer support team was incredibly helpful during setup and answered all our questions promptly.

Thomas Brown

IT Manager

The automatic time detection feature is brilliant! It learns my work patterns and suggests time entries, making tracking effortless and accurate.

Lisa Wang

Software Engineer

Managing multiple clients became so much easier with Time Tracker. The project categorization and detailed reports help me stay organized and professional.

James Miller

Marketing Consultant

The dashboard gives me instant insights into where my time goes. I've been able to eliminate time-wasting activities and focus on high-value work.

Rachel Green

Business Analyst

Time Tracker's offline mode saved me during a client meeting in a remote location. All my time entries synced perfectly when I got back online.

Alex Thompson

Field Engineer

The expense tracking feature alongside time tracking makes this tool indispensable for project management. Everything I need in one place!

Maria Garcia

Project Coordinator

I love how Time Tracker respects work-life balance. The break reminders and overtime alerts help me maintain healthy working habits.

Kevin Lee

UX Designer

Simple, transparent pricing

Timetracker is FREE, forever

• Setup in 2 minutes • No credit card required

Frequently Asked Questions About Financial Advisor Time Tracking

Get answers to the most common questions about financial advisor time tracking software and how it can transform your wealth management practice

FAQ

Start tracking your time today?

• Setup in 2 minutes • No credit card required.