Client Onboarding Takes 12 Hours

KYC documents, risk assessments, account paperwork, compliance forms. Each new client = 12 hours of advisor time @ $215/hour = $2,580 wasted.

Cost: $1.1M/year (428 clients × $2,580)

6 Hours/Week on Compliance

SEC reporting, audit trails, client communication logs, suitability documentation. Manual record-keeping kills productivity and risks violations.

Cost: $67K/year per advisor

$247K Lost: After-Hours Inquiries

High-net-worth prospects call at 7pm. Get voicemail. Call competitor. You lose $2.5M AUM clients because you weren't available.

Cost: $247K/year in lost AUM fees

Quarterly Reviews: Scheduling Nightmare

15-20 emails to schedule one review. Client frustration. Missed rebalancing opportunities. 25% of clients skip annual reviews due to scheduling friction.

Cost: Relationship damage + compliance risk

Missed Upsell Opportunities

Client has $500K in savings account earning 0.1%. You don't know because you don't have real-time portfolio visibility across all accounts.

Cost: $180K/year in lost advisory fees

CRM: Wealthbox Tracks, Doesn't Onboard

Wealthbox/Redtail are great CRMs. But they don't automate onboarding, don't answer phones 24/7, and don't do compliance documentation.

Gap: No AI automation layer

Trusted by Wealth Managers Nationwide

Join 1,200+ advisors managing $8.5B+ in AUM

1,200+
Financial Advisors
RIAs, CFPs, Wealth Managers
$8.5B+
Assets Under Management
Managed Using VoiceCosmos
99.2%
Compliance Accuracy
SEC Audit Pass Rate
$1.4M
Avg. Annual Savings
Per Mid-Size RIA Firm

SEC & FINRA Compliant

SEC Registered
FINRA Approved
SOC 2 Type II
Encrypted at Rest
Zero-Knowledge Architecture
Annual Security Audits

Works With Your Existing Tools

Seamless integration with leading wealth management platforms

CRM & Portfolio Management

Wealthbox
Redtail
Orion
Black Diamond

Financial Planning Software

MoneyGuidePro
eMoney
RightCapital
NaviPlan

Custodians & Clearing

Charles Schwab
Fidelity
TD Ameritrade
Pershing

Compliance & Reporting

RIA in a Box
ComplySci
MyComplianceOffice
SmartRIA

Don't see your platform? We integrate with 200+ financial systems.

Live Demo - Available 24/7

Talk to Alex - Financial Advisory AI

Experience voice AI that onboards clients, schedules reviews, and handles compliance documentation

Try It Now

1
2
Say:
"I'm interested in wealth management services"
3
Watch Alex:
  • • Qualify your investment needs
  • • Ask about accredited investor status
  • • Schedule initial consultation
  • • Send secure KYC document portal

What Alex Can Do

Answer inquiries 24/7/365
Collect KYC documents securely
Schedule portfolio reviews
Verify accredited investor status
Assess risk tolerance
Quote advisory fees

This is a live demo using real AI. Alex handles client inquiries for 1,200+ financial advisors.

System Online - Call Anytime
Now with ARIA Call Forwarding - Never miss a call

Max: The AI Concierge

Transforming Financial Advisory in 60 Seconds

Every client inquiry becomes a confirmed consultation in under 60 seconds.

1

Phase 1

The Conversational Entry

Client Qualification
Portfolio Review Scheduling
Document Request
Risk Assessment
Under 60 Seconds to Confirm
2

Phase 2

The "Brain" (Data & CRM)

Rich Client Profiling
The "Morrison" Profile
AUM: $2.5M
Goals: Retirement in 10yrs
Risk: Moderate
Interests: ESG investing
Seamless CRM Integration
3

Phase 3

Operational Automation

Meeting Scheduled
Documents Requested
Portfolio Analysis Queued
Compliance Check
Follow-up Set
Pre-ArrivalStayPost-Stay
4

Phase 4

The Bottom Line (ROI)

Lead Conversion+48%
+$567K/year
AUM Growth+32%
+$890K/year
Client Retention+55%
+$445K/year
Total Annual Impact
$1.9M

ARIA Call Forwarding

Staff busy? ARIA takes over.

New Reservations
Books while you work
Rescheduling
Handles date changes
Cancellations
Processes & offers alternatives
Upselling
Suggests packages & upgrades
ARIA automatically handles calls when:
In a meetingBusy with guestsAfter hoursOn vacationPhone busyNo answer

See the complete consultation lifecycle in action

Calculate Your Firm's Savings

See exactly how much you're losing to manual onboarding

505001,000
$500K$5M$10M
21020

Your Annual Impact

Onboarding Time Saved
$1,058,230
4,922 hrs × $215/hr
Compliance Automation
$380,343.6
6 hrs → 20 min weekly
After-Hours AUM Captured
$1,605,000
15% × 1% advisory fee
TOTAL ANNUAL VALUE
$3,043,573.6
$253,631.133/month potential savings
Return on Investment
256193% ROI
Based on Pro plan ($99/mo)

19 Automation Flows Across 6 Domains

Voice commands that eliminate hours of manual wealth management work

19 automated workflows saving wealth managers $1.4M+ annually

All triggered by simple voice commands or automated conditions

Real RIAs, Real Results

See how wealth managers transformed their practices

Regional RIA

Sterling Wealth Advisors

Phoenix, AZ • $1.4B AUM • 8 advisors, 12 staff

The Challenge

Client onboarding took 6 hours per client. Compliance documentation consumed 25% of advisor time. Missing 40% of after-hours inquiries from HNW prospects.

The Solution

Implemented Alex AI 24/7 answering + automated onboarding + compliance documentation AI

Results After 12 Months

Onboarding Time
6 hours45 min
$890K/year
Compliance Time
10 hrs/week2 hrs/week
$340K/year
After-Hours AUM Captured
$0$48M
$480K/year fees
Client Satisfaction (CSAT)
4.1/54.8/5
+17%

"ROI was 12,000% in year one. We onboard clients in 45 minutes instead of 6 hours. Alex captured a $12M AUM client who called at 9pm on a Saturday. Game-changer."

— Michael Sterling, CFP, Managing Partner

Independent CFP

Thompson Financial Planning

Austin, TX • $320M AUM • 1 advisor, 2 assistants

The Challenge

Solo advisor drowning in admin work. Quarterly reviews took 15-20 emails to schedule. Clients frustrated. Missing upsell opportunities across scattered accounts.

The Solution

Smart scheduling engine + Alex AI client communication + portfolio analytics AI

Results After 12 Months

Scheduling Time
2 hrs/day10 min/day
$156K/year
Review Completion Rate
68%98%
+44%
Upsell Revenue from AI Alerts
$0$280K
$280K/year
Admin Time vs Client Time
60/4020/80
+100%

"I work 40-hour weeks now instead of 65. AI handles scheduling, reminders, follow-ups. I focus 100% on client strategy. Revenue up 40%, stress down 60%."

— Jennifer Thompson, CFP

Multi-Family Office

Pacific Crest Wealth Management

Seattle, WA • $2.8B AUM • 15 advisors, 25 staff

The Challenge

Compliance nightmares with SEC reporting. 12 different client onboarding processes across advisors. Payment delays averaging 45 days. High turnover from staff burnout.

The Solution

Complete automation: onboarding, compliance, billing, client communication

Results After 12 Months

SEC Reporting Time
120 hrs/year8 hrs/year
$240K/year
Onboarding Consistency
12 processes1 process
Standardized
Payment Cycle
45 days18 days
$420K cash flow
Staff Turnover
35%8%
$650K/year

"We passed SEC audit with zero findings. Compliance automation saved us. Staff love their jobs again. Clients get consistent world-class experience regardless of which advisor they work with."

— David Chen, CEO

Widget Intelligence

Create Custom Website Widgets with90-Second AI Generation

Just describe what you need: "I want a booking widget that matches my brand colors and captures guest preferences." Our AI creates production-ready widgets instantly.

Try Widget Creation

Live Preview

Financial Advisory Widget

Voice-enabled booking widget customized for financial advisory

Popular Financial Advisory Widgets

analytics

Client Portfolio Dashboard Widget

Real-time portfolio tracking with AI investment insights

Portfolio trackingRisk analysis+1 more
Business Impact
+85% client retention
Annual Value
€2,800,000
automation

AI Financial Planning Widget

Automated financial planning with goal tracking and recommendations

Goal settingRisk assessment+1 more
Business Impact
+€2.1M average AUM
Annual Value
€4,200,000
automation

Compliance & Reporting Widget

Automated compliance monitoring with regulatory reporting

Compliance monitoringRegulatory reporting+1 more
Business Impact
+99% compliance rate
Annual Value
€1,500,000
Open Widget Intelligence Studio

Create unlimited widgets • No coding required • Voice integration included

💳 Transparent Pricing - No Hidden Costs

Your first month free - we'll prove the ROI before you pay

Voice OS Starter

Solo professionals & small teams

Up to 3 users
$49/month

Billed monthly at $49

485%
ROI
1.2 weeks
Payback
€12K
Saved
  • Full Voice OS (unlimited voice commands)
  • CRM Core (unlimited contacts, 3 pipelines)
  • ARIA voice assistant (browser + mobile)
  • Email + Calendar integration
  • 10 workflow templates
  • Voice notes + transcription
  • 50 GB storage
  • Email support (24-48h)
  • Mobile-responsive dashboard
  • 30-day money-back guarantee

Limitations

  • Up to 3 users
  • No VAPI phone numbers
  • 10 workflow templates
  • 3 integrations
Get Started
⭐ MOST POPULAR

Voice OS Professional

Growing teams (5-15 employees)

Up to 15 users
$99/month

Billed monthly at $99

1,114%
ROI
2.3 weeks
Payback
€93K
Saved
  • Everything in Starter, PLUS:
  • Advanced Voice Automation (50+ workflows)
  • Multi-channel (Email, SMS, WhatsApp)
  • Team collaboration features
  • Advanced reporting (7 business functions)
  • API access (100K calls/month)
  • 1 VAPI phone number included
  • 250 GB storage
  • Priority support (4-8h response)
  • 30-day money-back guarantee

Limitations

  • Up to 15 users
  • 1 VAPI phone number
  • 50 workflows
  • 10 integrations
Start Free Trial

Enterprise Standard

Multi-location businesses

Unlimited users & locations
$997/month

Billed monthly at $997

2,606%
ROI
8.5 days
Payback
€625K
Saved
  • Everything in Professional, PLUS:
  • All industry features unlocked
  • All 15 business functions
  • Multi-location support (unlimited)
  • Advanced integrations (PMS, EMR, POS, GDS)
  • Command Center (executive dashboard)
  • Predictive analytics + ML forecasting
  • Unlimited users, contacts, storage
  • 5 VAPI phone numbers included
  • White-label branding
  • Dedicated success manager
  • FREE White-Glove Migration (€10K value)
  • 40 hours onboarding included
  • 90-day money-back guarantee
Start Free Trial

Enterprise Plus

Large organizations (200+ employees)

200+ employees
$2497/month

Billed monthly at $2497

3,347%
ROI
6.2 days
Payback
€1.5M
Saved
  • Everything in Enterprise Standard, PLUS:
  • Unlimited VAPI phone numbers
  • Custom AI model training (your data, your voice)
  • 24/7 priority support (1-hour SLA)
  • 99.99% uptime SLA
  • Dedicated infrastructure (isolated tenant)
  • Weekly strategy calls
  • Custom integrations (unlimited, we build any)
  • Advanced security (SOC 2, ISO 27001)
  • 160 hours implementation included
  • Process re-engineering
  • ROI or Year 2 free guarantee
Contact Sales

Custom pricing available for enterprise needs

All plans include 14-day free trial • No credit card required

Questions? Call Alex: +1 (508) 613-8191

Frequently Asked Questions

Everything wealth managers ask before switching

Your firm is losing $0.00 every second

Stop Losing $1.1M/Year.
Start Your Free Trial Today.

Join 1,200+ financial advisors managing $8.5B+ in AUM who recovered $1.4M+ annually from automated onboarding, 24/7 client capture, and compliance automation.

Call Alex: +1 (508) 613-8191

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SEC Compliant • FINRA Approved • SOC 2 Type II Certified

Trusted by RIAs, CFPs, and Wealth Managers Nationwide