Answering Service for Financial Services for RIAs
Frontdesk handles RIA client calls with FINRA-grade retention and CRM sync.
What RIAs lose without Answering Service for Financial Services.
Compliance recording required
Client tiering complex
After-hours market emergencies
Answering Service for Financial Services tuned for RIAs.
SOC 2 + compliance-grade
RIAs 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 RIAs FAQs
Common questions about Answering Service for Financial Services for RIAs.
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.
Other Answering Service for Financial Services industries
Deploy your Answering Service for Financial Services for RIAs today.
Forward your traffic, train Frontdesk on your business, go live in minutes, no new hardware, no contracts.