Financial advisors
We build your phone menu, record professional greetings in our studio, and route every caller to the right advisor. New prospects hear a polished, professional welcome. Long-time clients reach the person who knows their portfolio. And we record every call for your SEC and FINRA records.
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Built for financial advisors
Your day is back-to-back with planning meetings, portfolio reviews, and the occasional jumpy client. We make sure every call lands in the right place, sounds professional, and is captured cleanly for the file.
Order online and we'll call you the next business day to build your phone tree, record your greetings, and get you live. You don't have to learn a single piece of software.
Sound established and trustworthy from the first ring, even if you're a solo RIA working out of a home office. Our team writes and records every greeting in-house, in a calm, professional voice.
Send new prospects to an intake path with a polished script. Send existing clients straight to their advisor or service team. All from one simple menu.
Features that matter
A handful of tools that quietly do a lot of heavy lifting in the background, so you can focus on financial plans and the clients sitting across from you.
Markets close at 4 but clients don't. We capture every after-hours voicemail with a transcript, so a worried client never sits in voicemail until morning.
Every message lands in your inbox as an MP3 plus a written transcript. Read it, forward it, drop it into your CRM. Done.
Ring your office, then your cell, then a colleague. Calls find you wherever you are, without giving clients your personal number.
Every inbound and outbound call captured, stored, and ready when an audit asks. We keep the recording. You get peace of mind.
Every kind of practice
We've set up phone systems for advisory practices of every size and specialty. Here's how we usually tune things.
One advisor juggling planning, calls, and admin. We answer when you can't, sort the caller, and forward urgent ones to your cell so the calendar stays focused.
Several advisors, maybe a paraplanner and a client-service lead. Dial-by-name plus a clean menu so every client reaches the right person on the first try.
Separate menu paths for advisors, paraplanners, and operations. Every caller skips the guessing game and lands with the right desk on the first ring.
When the market dips and the phones light up, we surface time-sensitive calls to your on-call advisor and capture everything else, neatly transcribed, ready by morning.
New-business calls land on a dedicated intake path with a polished script, so a referral never hits cold voicemail or wanders into a busy advisor's day.
Plans & pricing
Every plan includes our white-glove setup, human-recorded greetings, and unlimited customization requests. Try any plan for 14 days for just $1.
Voicemail only. Great for very small practices that just need messages captured and transcribed.
Built for solo advisors who actually take calls. Everything in Unified, plus live forwarding and call recording.
For multi-advisor practices with paraplanners, ops support, and multiple extensions.
Need a custom setup? Call 913-599-6500 and we'll build the right plan for your practice.
See what real customers have to say about our virtual phone service.
"One of the few services we can count on, day in and day out. Thank you for everything you folks do."
"I called to place my order around 10 AM. By 4 PM, everything was up and running. You guys are great."
"We recorded our entire set of Spanish greetings, and every extension routes calls to the right place. A total game-changer for our team."
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