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Phone systems for financial advisors
Clients trust you with their money. A professional phone experience is part of that trust. Plans start as low as $9.99 a month.
Example call flow
Here's one way calls could be handled. We build yours around how your team works.
Why financial advisors choose VoiceSaver
Direct lines
Each advisor has a direct number that follows them.
Call recording
Record calls where your firm's policies require it.
Reachable anywhere
Desk, cell, and home ring together.
Professional greeting
A polished auto attendant for every caller.
Example: an advisory firm with 4 advisors
A typical setup we'd recommend. Every business is different, so your quote is built around yours.
- 6 users: 4 advisors and 2 client service associates
- A direct number for each advisor
- Simultaneous ring to advisors' cell phones
- Call recording enabled for advisors
- Voicemail to email
Common questions
Can we record client calls?
Call recording is available. Your compliance requirements and state laws decide how you use it, so check with your compliance team.
Can advisors take calls outside the office?
Yes. Calls ring the advisor's desk, cell, and home office at the same time.
Can each advisor have a direct number?
Yes, along with a main number and a professional auto attendant.
Get a quote for your business
Calls, fax, texting, toll-free numbers, voicemail to email, 911, and free number porting are included. Tell us about your office and we'll send an exact quote.
- Keep your current numbers
- Yealink phones set up before they arrive
- Support from our team in Aberdeen, New Jersey