Stop Losing High-Value Clients to Voicemail
Call to hear your AI receptionist —
it's live right now
No signup · No commitment · Just call and experience it
CALL ANSWER RATE
SECOND AVERAGE RESPONSE
COVERAGE INCLUDING HOLIDAYS
DAYS TO GO LIVE
How It Works
From demo to live in three simple steps
Tell Us About Your Practice
Share your practice areas, consultation process, fee structure, and preferred client intake workflow so we can tailor the AI to your firm.
We Build Your Custom AI Receptionist
We train your AI on your industry's terminology, client intake requirements, confidentiality protocols, and your firm's specific scheduling and follow-up processes.
Go Live in Under 7 Days
Your AI receptionist begins screening leads, scheduling consultations, and handling client inquiries — letting you focus on delivering expert services.
Tell Us About Your Practice
Share your practice areas, consultation process, fee structure, and preferred client intake workflow so we can tailor the AI to your firm.
We Build Your Custom AI Receptionist
We train your AI on your industry's terminology, client intake requirements, confidentiality protocols, and your firm's specific scheduling and follow-up processes.
Go Live in Under 7 Days
Your AI receptionist begins screening leads, scheduling consultations, and handling client inquiries — letting you focus on delivering expert services.
The Difference Is Clear
Without Callis
Missing urgent client calls during market volatility, causing anxiety and potential account departures
Losing high-net-worth prospects to competitors who answer immediately and appear more accessible
Administrative staff overwhelmed during tax season and year-end, creating bottlenecks and delays
Paying $40,000-$55,000 annually for a receptionist who can only work 40 hours per week with vacation time
Incomplete call documentation creating compliance gaps and liability exposure during audits
With Callis
AI-powered excellence
Never Miss a Prospect After Market Hours
Capture prospects after market hours, on weekends, and during volatile market events when clients need reassurance most. Never lose a potential AUM opportunity to voicemail.
Every Call Documented for Compliance
Every conversation is recorded and documented for compliance purposes. Your AI receptionist follows SEC and FINRA guidelines, ensuring professional communication standards are maintained.
Only Talk to Qualified Prospects
Pre-screens prospects based on your criteria—investment minimums, service needs, and accreditation status—so you only speak with qualified, high-value potential clients.
Calendars Synced Without Double-Booking
Integrates with your calendar to book discovery meetings, portfolio reviews, and annual check-ins. Sends automatic reminders to reduce no-shows and maximize your billable time.
Scale Without Overhead
Get enterprise-level reception for a fraction of the cost of a full-time receptionist. Scale your practice without adding overhead as your assets under management grow.
Simple, Transparent Pricing
No contracts. Cancel anytime. No hidden fees.
+ $999 one-time setup
Cancel anytime · No contracts
Everything included
Your $999 setup includes:
Custom AI Training·Phone System Setup·Call Flow Design·Testing & QA·Go-Live Support·Dedicated Account Manager
The Real Cost of Missed Calls
See how Callis compares to traditional staffing
Full-Time Office Receptionist
With Callis
RecommendedYour Estimated Savings
$3,600 - $5,300 / month
That's $43,200 - $63,600 saved per year
Frequently Asked Questions
Everything you need to know about AI reception for investment advisors
See Callis Handle a Real Investment Advisor Call
Hear how Callis qualifies prospects, schedules consultations, and handles client inquiries with your firm name and services.
With your firm name, your services, your client qualification criteria.
+1 (936) 262 4300OR
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