Answering Service for Financial Services for Financial Advisors
Frontdesk handles client calls for financial advisors with SOC 2 compliance and Wealthbox sync.
What Financial Advisors lose without Answering Service for Financial Services.
Client calls between meetings
Compliance recording required
No after-hours coverage
Answering Service for Financial Services tuned for Financial Advisors.
SOC 2 + compliance-grade
Financial Advisors get SOC 2 Type II, encrypted call recording, and audit logs. Compliance ready for FINRA, SEC, state regulators.
Client calls handled with discretion
AI tuned for sensitive conversations about money, accounts, and investments. Routes to advisors when needed.
CRM sync (Wealthbox, Redtail, Salesforce)
Native integrations with wealth-management CRMs.
Appointment booking live
Books client review meetings on your live calendar.
Bilingual on every plan
English and Spanish standard.
Flat $109/month
Compare to financial services answering at $300 to $1,000/month.
FAQ
Answering Service for Financial Services for Financial Advisors FAQs
Common questions about Answering Service for Financial Services for Financial Advisors.
Contact supportFrontdesk for financial services with SOC 2, native Wealthbox/Redtail sync, and AI client handling. Smith.ai and AnswerConnect lead the human-only category.
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