Pricing built for financial advisory practices of all sizes
Capture high-net-worth prospects 24/7 without hiring additional staff. Pay only for the calls you need.
All plans include unlimited follow-up emails, prospect data export, and 24-hour technical support.
You'll receive a notification at 80% of your limit. Calls over your plan amount are billed at $8 per call. We can increase your plan anytime - just ask your support contact.
No setup fees. No minimum contract. You can cancel anytime. We charge monthly in arrears based on actual calls received.
Yes. Pay annually and save 15%. Professional plan drops to $9,588/year, Starter to $3,588/year. Contact sales for Enterprise annual pricing.
Starter includes a self-guided setup (30 min). Professional gets a 1-hour session to configure call routing, customize greeting language, and test your first call. Enterprise includes white-glove onboarding with your dedicated manager.
All calls are recorded, transcribed, and stored in an encrypted, audit-ready system for 7 years. Professional and above plans include compliance report generation. Consult your compliance team on call disclosure language, which we help customize.
Professional and Enterprise plans support Salesforce, HubSpot, Pipedrive, and Monday.com. Starter can export data as CSV. Custom integrations available for Enterprise.
You pay the full monthly fee, but your calls roll over. Unused call volume does not expire or carry indefinitely - it applies to the following month only.
Yes, 14 days free on Starter or Professional. No credit card required to start. You'll get a real phone number and can test live calls during the trial.