Transparent Pricing: AI Phone Agents for Wealth Management
In wealth management, a missed call isn't just a missed message; it's a potential loss of a $1M+ AUM relationship and the $10,000+ in annual fees that come with it. Our AI phone agents are designed to ensure no client or prospect ever hits a voicemail, providing immediate, intelligent responses that mirror the white-glove service your firm is known for. We provide clear, upfront pricing so you can calculate the exact impact on your firm's overhead.
Our implementation strategy focuses on deep integration with the tools you already use, such as Addepar, Black Diamond, and Orion. By automating routine inquiries—like scheduling quarterly reviews or checking account status—we free your advisors to focus on high-value financial planning and relationship building. Below is a detailed breakdown of our setup and recurring costs tailored for the RIA and multi-family office sector.
Pricing Tiers
Boutique RIA
Setup
$2,500
Monthly
$400
- ✓24/7 Inbound Call Answering
- ✓Calendly or Redtail Calendar Integration
- ✓Basic Lead Qualification
- ✓Automated SMS Follow-ups
- ✓Email Summaries of Every Call
Best for: Firms with <$150M AUM looking to eliminate voicemail and capture every lead.
Professional Practice
Setup
$3,000
Monthly
$600
- ✓Everything in Boutique Tier
- ✓Orion or Black Diamond Data Lookups
- ✓Multi-Advisor Routing Logic
- ✓Outbound Appointment Reminders
- ✓Custom Voice Branding (Low Latency)
Best for: Mid-sized firms ($150M - $750M AUM) requiring portfolio tool integration.
Enterprise Multi-Family Office
Setup
$3,500
Monthly
$800
- ✓Everything in Professional Tier
- ✓Full API Integration (Addepar/Advent)
- ✓SOC2 Compliant Call Logging
- ✓Dedicated Account Manager
- ✓Custom Compliance Scripting & CCO Approval Support
Best for: Large firms and MFOs with complex compliance and integration requirements.
What Affects Your Price
Portfolio Management Integration
Connecting the AI to live data in tools like Addepar or Tamarac requires custom API mapping, which sits at the higher end of our setup range.
Compliance & Security Requirements
Firms requiring specific FINRA/SEC-compliant archival of call transcriptions may incur additional configuration time.
Outbound Call Volume
While inbound calls are standard, high-volume outbound campaigns for market updates or tax-loss harvesting notifications may increase monthly platform usage fees.
CRM Depth
Writing detailed notes directly into Redtail or Wealthbox requires specific workflow automation (Zapier/Make) setup.
Voice Latency Optimization
Using premium, ultra-low-latency models to ensure the AI sounds indistinguishable from a human receptionist during complex interactions.
ROI Analysis
Monthly ROI
Capturing just one $2M AUM lead that would have otherwise gone to a competitor covers the annual cost of the service 3x over.
Break-Even
Typically 2 months, based on saving 15-20 hours of administrative staff time per month.
Annual Savings
$18,000 - $35,000 per year by reducing the need for additional front-office headcount.
Common Mistakes When Evaluating Cost
⚠ Replacing the Advisor for Complex Advice
AI agents should handle logistics and basic data retrieval; they should never provide specific investment advice, which carries significant compliance risks.
⚠ Neglecting Calendar Sync
If the AI isn't perfectly synced with your real-time availability in Redtail or Outlook, you risk double-booking high-value clients.
⚠ Ignoring the 'Human Handoff'
Failing to define a clear path for the AI to transfer an urgent or frustrated client to a live human can damage long-term trust.
FAQ
Can the AI check client balances?
Yes, if integrated with your portfolio management software (like Orion or Black Diamond) via API, the agent can provide authorized clients with specific data points after identity verification.
Is the system FINRA/SEC compliant?
We configure the system to log all transcripts and recordings to your existing compliant storage solutions, ensuring you meet all record-keeping requirements.
Does it sound like a robot?
No. We utilize advanced neural text-to-speech with sub-500ms latency, creating a natural, conversational flow that matches the professional tone of your firm.
Can it schedule appointments directly?
Absolutely. It integrates with Calendly, Redtail, and Wealthbox to book meetings directly onto your advisors' calendars.
How long does setup take?
A standard implementation takes 10-14 business days, including script approval, voice selection, and CRM integration testing.
Can it handle multiple advisors?
Yes, the agent can use logic to route calls to the specific advisor or relationship manager assigned to that client's account.
Get a custom quote for your business
Free consultation. We'll give you exact pricing based on your needs.
Book a Call →Serving Wealth Management Firms businesses nationwide. Based in Westlake Village, CA.