Is this SOC 2 compliant?

Yes. SOC 2 Type II certified. Encrypted call recording. Audit logs included.

What about FINRA compliance?

Frontdesk supports FINRA-compliant call recording retention and audit workflows. Custom retention rules.

Does the AI provide financial advice?

No. AI handles scheduling, intake, and routine questions only. Investment and tax questions route to the advisor.

Can it handle high-net-worth clients?

Yes. AI routes by client tier and uses high-touch voice for premier clients.

Built for Wealth Management

Answering Service for Financial Services for Wealth Management

Frontdesk handles wealth management calls with high-touch voice and tier-based routing.

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The problem

What Wealth Management lose without Answering Service for Financial Services.

HNW client expectations

Tier-based routing

Long discovery calls

How Frontdesk solves it

Answering Service for Financial Services tuned for Wealth Management.

SOC 2 + compliance-grade

Wealth Management 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