SARS Anywhere

SARS Anywhere

SARS Software Products
Wellspent

Wellspent

ClearGraph
+
+

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About

SARS Anywhere is an easy-to-use appointment scheduling system for student service offices at colleges, universities and other higher education institutions. The scheduling component allows students to manage their own appointments and allows support service staff to make, reschedule and cancel appointments. It also allows academic advisors, counselors and other specialists to work with their own schedules. The drop-in component is used to register and track unscheduled visits. All of these functions are web-based and are compatible with the four major browsers. Appointment confirmations: email, printed and/or text* (* optional). Appointment changes: reschedule, cancel, revise details. Advisor assignments: by last name grouping or specialty. Attendance: mark show/no show. Drop-ins: registration, advisor assignment, waiting time calculation. Conflicting appointment warning: booking appointments and registering drop-ins. Student history log: search for upcoming appointments and display.

About

Wellspent is a subscription platform and public discovery directory for fee-only financial advisors. Advisors create and update structured profiles covering fee model, credentials, practice geography, specialties, and client types. Profiles appear in public directory pages, helping prospective clients find suitable advisors and request introductions directly, without per-lead fees. AI tools referenced Wellspent advisor records 77,388 times in the 28 days ending November 4, 2026. Developers can access the same data through Wellspent’s Discovery API and MCP server for personal-finance applications and AI-assisted discovery. Members can edit profiles; Membership subscribers also receive monthly AI visibility reports and participate in quarterly press cycles. The service is designed for solo advisors and advisors at boutique registered investment adviser firms in the United States and Canada. Membership is per advisor, with monthly and annual billing options.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

An appointment scheduling system for student service offices at colleges

Audience

Fee-only financial advisors and RIA firms in the US and Canada

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

Contact SARS Software Products for pricing details.
Free Version Not Supported
Free Trial Supported

Pricing

$49/month
Record is $49/month or $490/year ($41/month when billed annually). Membership is $89/month or $890/year ($74/month when billed annually) and adds monthly AI visibility reports and quarterly press. Plans are billed in advance; members may cancel at any time.
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

SARS Software Products
Founded: 1996
United States
www.sarsgrid.com/sars-anywhere.aspx

Company Information

ClearGraph
Founded: 2023
United States
wellspent.co

Alternatives

Alternatives

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StyleADVISOR

Informa Business Intelligence

Categories

Categories

Directory Supported

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Not Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Supported
Online Payments Not Supported
Recurring Appointments Supported
Room Booking Management Supported

Higher Education Features

Admissions Management Not Supported
Alumni Management Not Supported
Assessment Management Not Supported
Curriculum Management Not Supported
Faculty / Staff Management Supported
Financial Aid Management Not Supported
Fundraising Management Not Supported
Housing Management Supported
Scheduling Supported
Student Information / Records Supported
Student Portal Supported

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling Supported
Automated Scheduling Not Supported
Calendar Management Not Supported
Class Scheduling Not Supported
Employee Scheduling Supported
Facility Scheduling Supported
Group Scheduling Supported
Interview Scheduling Not Supported
Meeting Room Booking Not Supported
Multi-Location Supported
Online Scheduling Not Supported
Payment Processing Not Supported
Real-time Scheduling Supported
Reservations Not Supported
Resource Scheduling Supported
Room Booking Management Supported

Student Engagement Platform Features

Communication Tools Not Supported
Community Management Not Supported
Event Calendar Not Supported
Higher Education Supported
Interactive Learning Supported
K-12 Supported
Location Tracking Not Supported
Mobile App Not Supported
Orientation Management Not Supported
Polls / Voting Not Supported
Safety Management Not Supported
Student Group Management Not Supported

Integrations

Model Context Protocol (MCP) Not Supported
Regroup Mass Notification Supported

Integrations

Model Context Protocol (MCP) Supported
Regroup Mass Notification Not Supported
Claim SARS Anywhere and update features and information
Claim SARS Anywhere and update features and information
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