Audience
Financial advisors who host seminars, workshops and client events.
About OPVII
OPVII automates event communications and attendee follow-up for financial advisors and other event hosts. Advisors can forward registration emails to a private OPVII address, or collect registrations through an embedded signup form, CSV import, or REST API. The platform sends a seven-day sequence of email and text reminders, followed by thank-you messages or feedback forms. It also supports contact messaging and one-click attendance tracking. OPVII is designed for seminars, workshops, classes, courses, webinars, fundraisers, and other events. Plans start at $249 per month.
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Pricing
Starting Price:
$249/month
Pricing Details:
The Base plan is $249/month or $2,628/year with annual billing. Annual billing saves $360 per year. Plans are available month to month or year to year, with no contracts and cancellation at any time. Optional Professional Onboarding costs $599 once and includes a free first month.
Integrations
API:
Yes, OPVII offers API access
No integrations listed.
Company Information
OPVII
Founded: 2025
United States
opvii.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
