For financial advisors & advisory firms
AptaBook is an AI receptionist and answering service for financial advisors in the US and Canada. It answers every call and web inquiry, screens prospects against your criteria, and books discovery meetings 24/7—even when you’re with a client.
Serving service businesses across the United States and Canada.
Advisory firms screen prospects and book discovery meetings-without hiring another receptionist.
Hear the prospect-screening agent yourself. Enter your number for a live call:
evenings & weekends
every caller is answered
meetings match your criteria first
sign-up to live
Industry context: firms that contact a web lead within five minutes can see conversion odds up to 21× higher than waiting half an hour. Source: Harvard Business Review on online sales lead response time.
The prospect problem
Referrals and website visitors are evaluating more than one advisor. A missed call or a week of scheduling emails is all it takes to lose a relationship worth years of fees.
How it works
Three steps to an AI agent that screens prospects and books meetings around the clock, without ever giving advice.
Connect your website, we crawl up to 30, 100, or 500 pages by plan, plus your services, fee model, FAQs, and minimums. The AI learns your offering and ideal client.
Embed a branded chat widget and get a dedicated number where prospects reach your AI agent instantly. No missed calls, no after-hours voicemail.
The agent asks your questions, assets, goals, timeline, minimums, checks availability, and books discovery meetings with the right advisor.
Who it's for
Solo advisor or multi-advisor firm, AptaBook learns your services and ideal-client criteria so every prospect gets a professional, relevant response.
Portfolio & investment management prospects, screened by assets.
Comprehensive & goal-based planning discovery meetings.
401(k), IRA, and income strategy intake and scheduling.
Registered investment advisors with multiple advisors.
Tax strategy, trusts, and wealth-transfer prospects.
Independent advisors who can't answer between meetings.
See it in action
A referral calls after market close asking about your services. The AI explains your planning process at a high level, asks about investable assets and goals to confirm fit, and books a discovery meeting with the right advisor, so a qualified prospect is on your calendar by morning.
A qualified prospect, screened against your minimum, sits down for a discovery meeting instead of slipping to another advisor.
A visitor researching advisors lands on your site on a Sunday evening. The AptaBook chat agent answers questions about your approach, confirms they meet your minimum, and books a discovery call on the spot, without giving any financial advice.
Testimonials
"It screens prospects against our minimums before they ever hit my calendar. My discovery meetings are now almost all qualified-fit prospects."
Summit Wealth Advisors · AUM / fit screening
"Referrals used to call during client meetings and hit voicemail. Now they get a warm, professional response and a booked meeting every time."
Beacon Financial Planning · referral intake
"As a solo RIA, I can't answer every call between meetings. AptaBook is my front desk, and it never gives advice it shouldn't."
Lighthouse RIA · compliance-safe reception
FAQs
Everything you need to know before turning on AI reception.
Contact us and we'll help you out.
Want to hear it first? Use Call Me at the top of the page.
AptaBook answers phone and chat 24/7, screens prospects by your fit rules, and books discovery meetings—without giving financial advice.
Yes. After-hours and overflow so prospects don’t hit voicemail—then books a discovery meeting when they’re a fit.
Public plans start at $49/mo (Solo), $99/mo (Starter), and $149/mo (Professional). Enterprise is custom. Start with a 15-day free trial—no credit card required. See live details on /pricing.
Yes. AptaBook is built for financial advisors and advisory firms across the United States and Canada.
No. The agent is configured to answer general questions about your firm and services, screen prospects, and book meetings. It does not provide financial, investment, or tax advice and is instructed to defer those questions to your advisors.
Yes. The agent asks your qualifying questions - investable assets, goals, timeline, location, or whether they meet your minimum - and books discovery meetings for qualified prospects while routing others per your rules.
AptaBook captures intake details securely and routes them to your team. We take data security seriously and build with regulated industries in mind. For specific compliance, recordkeeping, or privacy requirements, contact us and we'll outline the current safeguards.
Yes. The AI answers your phone and website chat 24/7 - evenings and weekends included - so a prospect who reaches out after market close gets an instant response and a booked meeting instead of a voicemail.
Yes. AptaBook integrates with Google Calendar and Outlook, shows your real-time availability, and books discovery meetings and reviews directly into your calendar with reminders to reduce no-shows.
Most firms are live within 10-15 minutes. Connect your website and upload your services, FAQs, and qualifying criteria - AptaBook trains on your firm so the AI answers using your actual offering and process.
Join financial advisors using AptaBook as their AI receptionist to catch every prospect and book discovery meetings around the clock.
