AI Phone Agents Built for Financial Advisors

74% of prospective clients choose the first advisor who responds. RevSquared answers instantly, qualifies prospects, books discovery meetings, and handles portfolio review requests 24/7.

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Live on your number before lunch7-day free trialPre-tuned for Financial Advisory

Financial advisor meeting with clients in modern office

35%

of advisory calls go unanswered

74%

choose the first advisor who responds

$15,000+

average annual revenue per advisory client

58%

of HNW prospects call outside business hours

The problem

Seven-figure prospects won't leave a message.

Five places advisory revenue slips into the next firm's pipeline.

01
Advisors stuck in meetings
Client meetings, portfolio reviews, seminars all day. Prospect calls go to voicemail.
02
Massive per-call value lost
35% of calls go unanswered. Each qualified prospect is $5,000–$25,000+ in annual fees.
03
Market volatility chaos
Volatility triggers anxious client calls — your team can't reassure clients and capture prospects at once.
04
Compliance documentation
Every interaction needs documentation. Admin spends hours on call notes instead of supporting advisors.
05
HNW prospects call after hours
Evenings and weekends are when high-net-worth professionals finally have time to call.

The fix

Built for financial advisors, out of the box.

Every feature ships enabled on day one. No custom dev, no professional services invoice.

Sub-2-second answer

Every call answered instantly — market hours, after close, and weekends.

“A widowed caller at 8 p.m. should hear empathy, not a beep.”

Asset-level qualification

Asks investable assets, goals, timeline, current advisor, and service needs.

Discovery meeting booking

Books on the right advisor's calendar based on assets, service type, and specialization.

Prospect detail capture

Captures net worth range, retirement timeline, risk tolerance, and concerns.

Urgent client routing

Routes urgent client calls about market events or account issues to the right advisor.

Compliance-grade transcripts

Full transcripts and recordings for every call so your compliance file stays clean.

Calls your agent handles

Every call type. Every hour. Handled.

Urgent matters

Routed to the right advisor

Account access and security issues
Time-sensitive trade decisions
Major market events
Beneficiary and estate emergencies

Routine calls

Logged for your team

Existing client check-ins
Portfolio review scheduling
Statement and document questions
Reschedules and cancellations

New prospect intake

Pre-qualified for your advisors

New prospect discovery meetings
401(k) rollover qualification
Retirement planning consults
Existing-client referral intake

In the real world

Three calls, three wins.

8:08 p.m. · TuesdayScenario 01

Recently widowed caller

A widow calls overwhelmed by financial decisions. Your agent answers with empathy, captures concerns and approximate portfolio size, and books a Thursday consult with your life-transitions specialist.

11:14 a.m. · Market dropScenario 02

Volatility-day call surge

The S&P drops 4% before lunch. Your agent handles the surge simultaneously — calming clients, confirming follow-ups, and qualifying three new prospects unhappy with their current advisor.

2:42 p.m. · WednesdayScenario 03

401(k) rollover lead

A tech executive who just left a Fortune 500 calls about a $1.2M rollover. Your advisor is in a seminar. Your agent qualifies assets, timeline, and tax concerns — then books a Monday discovery meeting.