Built for financial advisors

A prospect with $500K to invest calls during your client meeting. They try the next advisor.

Your AI receptionist captures prospect inquiries, schedules portfolio reviews, and handles routine client calls. Every inquiry answered. Every opportunity captured.

Set up in 10 minutes. Free trial. Plans from $29/mo. No contracts.

What one missed prospect costs.

$500K average new client AUM

1% annual advisory fee

$5,000/yr recurring revenue from a single prospect who got your voicemail and called someone else

Your AI receptionist costs From $29/mo. One captured prospect generates 25x annual return.

Sound familiar?

"Prospects call once. If I don't answer, they don't call back."

Someone referred their friend to you. That friend calls your office. Voicemail. They call the next name on the list. That's a $5,000/year client you'll never meet.

"My assistant handles the phones but she's not licensed. She can't discuss anything."

Your AI doesn't discuss investments or give advice. It schedules meetings, captures information, and makes prospects feel welcome. Exactly what a great receptionist does.

More than a message-taker.

Captures prospect details and urgency Retirement timeline, approximate assets, what triggered the call. You walk into the meeting already prepared.

Schedules consultations and reviews New prospects, annual reviews, rebalancing meetings. Booked on your calendar with context.

Answers service questions without giving advice Office hours, what to expect in a first meeting, your fee structure, your credentials. It knows what it can and can't say.

Handles routine client requests Address changes, beneficiary updates, document requests. Collected and queued for your team. Clients don't wait on hold.

How it compares.

	Voicemail	Answering service	Part-time hire	MultiplyMe
Answers questions	No	Barely	Yes	Yes
Books appointments	No	No	Yes	Yes
Follows up	No	No	Sometimes	Always
Available 24/7	Yes	Sometimes	No	Yes
Learns your business	No	No	Slowly	Yes
Monthly cost	$0	$300+	$2,000+	From $29

Common questions.

Can it give investment advice?

No, and it's specifically trained not to. It schedules meetings, answers general questions about your services, and collects information. All investment discussions happen with you.

What about compliance?

It operates the same way an unlicensed receptionist would: scheduling, information gathering, and routing. It doesn't discuss specific investments, returns, or recommendations.

Can it handle calls from existing clients?

Yes. Existing clients get routed based on their needs: routine requests get logged, urgent matters get escalated, and review scheduling is handled automatically.

Stop letting customers call your competitor.

Set up in 10 minutes. Start answering every call today.

Free trial. Plans from $29/mo. No contracts. Cancel anytime.