AnsweredLine
The AI receptionist for financial advisors and wealth managers
An AI receptionist for financial advisors answers the phone while you are in a client review. It picks up every call and text 24/7 in English and Spanish, books intro and review meetings on your calendar, and routes clients to the right person. It never gives financial advice. It books and routes.
Call the receptionist and hear it for yourself.
Ask it anything a customer would ask you.The calls a financial advisor actually gets
You can't step out of a planning meeting to answer the phone. These are the calls that waited on voicemail.
Rolling over an old 401(k)
A prospect just left a job and asks what to do with their 401(k). It gives no advice, takes their name and situation, and books an intro meeting with you.
The market dropped
A worried client calls after a bad week. It takes the message, routes it to the advisor by your rules, and texts you a summary so you can call back.
Distribution or paperwork request
A client needs a withdrawal or a form. It takes the request and callback details and routes it to your service team.
Annual review time
A client calls to set this year's review. It books the meeting on your calendar for the length and format you set.
Why advisors put it on the front desk
Never gives advice
It does not discuss investments, products, returns or rates. It books meetings and routes calls, which keeps your conversations with you.
Meetings on your calendar
Intro calls, reviews and planning meetings land on your calendar with the client's name, number and reason for the call.
Routes to the right person
Clients go to their advisor, paperwork goes to service, and prospects get booked, all by the rules you set.
English and Spanish
Clients can call or text in either language and get answered in that language, day or night.
Screens the sales calls
Wholesalers, software reps and list sellers get screened so your staff isn't interrupted during client meetings.
Keeps your number
Your office number gets ported in, so clients keep calling the number they already have saved.
The rest of the back office for financial advisors
Each one is its own monthly plan. Start with one, add the rest when you are ready.
Missed-call text-back + reminders $100/mo
Texts every missed caller back in seconds and sends meeting reminders so reviews start on time.
Review requests + replies $97/mo
Asks every client for a Google review and drafts replies, where your compliance rules allow reviews.
Email + text campaigns $197/mo
Sends review season reminders and seminar invitations to your client and prospect lists, with copy you approve.
Local SEO + listings $397/mo
Keeps your Google Business Profile and listings current for people searching for an advisor nearby.
Website + hosting $97/mo
Keeps your site hosted, secured and updated, so prospects who look you up see a current, working page.
What a missed call actually costs
Only about 38% of calls to small businesses get answered by a person. Of the callers who hit voicemail, most hang up without a message, 85% never call back, and 62% call a competitor next. Run your own numbers:
What the alternatives cost
| Option | Monthly | What you actually get |
|---|---|---|
| A business phone line | $25–$35 | A number. It still rings to voicemail when you're on a ladder. |
| Answering service (human) | $235–$325+, billed per minute | A stranger reads a script, takes a message. No booking, no texting the caller, overage every busy month. |
| Part-time receptionist | $1,300–$1,800 | 20 hours a week. Nights, weekends, and lunch still go to voicemail. |
| Full-time receptionist | $4,000–$5,300 | Business hours only, plus payroll, benefits, sick days. |
| Answered Line | $297 | The line, 24/7 voice and text answering, booking, transfers, call summaries — in your own voice if you want. |
We built it because we were losing calls too
We built it for our own company, Smarter Scapes. Window Cleaning Pros and Air Duct Cleaning Pros run on it too. Call any of them and the same receptionist picks up.
Built for your kind of business
Accounting firms
Tax-season call volume handled.
Insurance agents
AI receptionist and answering service for independent insurance agencies. Answers…
Mortgage brokers
AI receptionist for mortgage brokers and loan officers. Answers calls 24/7, books…
Real estate teams
AI receptionist for real estate agents and teams. Answers sign calls and texts 24/7,…
Email + text campaigns
Email and text marketing for small business: seasonal campaigns and reactivation…
AI vs hiring a receptionist
AI receptionist vs hiring a receptionist: compare hours covered, sick days, training…
Questions owners ask
Will it give financial advice?
No. It never gives financial advice, recommends products or quotes returns. It books meetings and routes calls to you and your team.
Can it tell a prospect from a client?
Yes. It asks who they are and why they are calling, then books prospects for an intro meeting and routes clients by your rules.
What does it say to an upset client?
It stays calm, takes the message, and routes the call by your rules. You get a text summary right away so you can call back.
Can I approve what it says?
Yes. You set its greeting, the questions it asks and how it routes calls, so it says what fits your practice.
How much does it cost?
The AI Receptionist is $297/mo, with the first 3 months at $97/mo. Month to month, no contract. Add the other services only if you want them.
The whole back office for financial advisors, one sign-up
Phones answered, missed calls texted back, reviews, follow-up, estimates, a crew app, social, SEO, ads and a website. Pick any or all of it. Each service is its own month-to-month plan.