AI Front Office for Wealth Management. An AI receptionist for financial advisors and RIAs
Zanus AI is an AI receptionist for financial advisors that answers client and prospect calls, website chats, e-mails and inquiry forms day and night, in each caller's language. It books reviews and first meetings with the right advisor, files service requests, and hands every investment, tax or account question to a licensed person.
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7 days free · per company, never per seat · nothing to install
Easy setup
Answers & books
You talk. Lisa sets it up.
You“Questions about buying, selling or balances go straight to the client's advisor.”
Lisa“Calls about buying, selling or balances will ring the client's advisor, announced first; if nobody answers, a message is taken. Apply?”
Any setting, in any module · applied only on your yes
Start with the one thing you need. Add more anytime by asking Lisa.
The whole Front Office › · All industries ›
Who reaches you
Who the AI answers for Wealth Management
- Prospects asking how fees work and what happens at a first meeting
- Clients moving an annual review or asking for a statement copy
- Spouses, adult children with power of attorney, trustees and executors
- CPAs and estate attorneys sending a referral or asking for documents
- Anxious clients calling on the morning markets fall
- Business owners asking about the retirement plan your firm advises
The front desk
What an AI receptionist for financial advisors answers
One front office answers every call, chat, form and e-mail a client or prospect sends, from the same approved information.
Client calls, first ring
AI Phone picks up the firm's line at any hour, tells a client from a prospect, answers from approved wording and books, transfers or takes the message with the callback number read back.
Prospects on your website
AI Webchat answers how you work, who you serve and what a first meeting covers, by text or voice in the visitor's language, then books the meeting with an advisor.
Inquiry forms, answered at once
AI Web Forms replies the moment a prospect sends the form, asks the few questions your firm approved and offers first-meeting times before the weekend is over.
The shared client inbox
AI E-mail sorts mail to client service, operations or an advisor and drafts each routine reply, while anything about moving money waits for a person to decide.
Reviews on the right calendar
AI Booking offers only the free times of the client's own advisor, at the length your firm sets for an annual review, a first meeting or an onboarding meeting.
One record for every client
AI CRM keeps every call, chat, form and e-mail on the client's record with where it came from, so the advisor reads the whole story before calling back.
A day at the firm
The moments a virtual receptionist for financial advisors cannot miss
Markets fall before nine
Worried clients call before the office opens. Each one hears your prepared message and gets the earliest slot with their advisor or a transfer, and no missed calls pile up in voicemail.
Every advisor in reviews
Back-to-back annual reviews fill the afternoon. Callers still get answers from approved information, and a request for a statement copy becomes a service request for operations.
Tax season
Clients and their CPAs ask when tax documents arrive and where to find them. The AI answers from the dates and portal steps your firm published, in the caller's language.
A death in the family
An executor or an adult child calls about a parent's accounts. The AI uses the wording your firm chose and hands the call to the advisor with the reason given first.
Sunday-night inquiry
A prospect who just sold a business fills in your form late on Sunday. The reply is immediate, and Monday's first-meeting times are offered before anyone at the firm is awake.
Quarter-end week
Statement questions pile up for a few days. The AI files each one with the client's words and callback number, so associates work a list instead of a voicemail box.
Real screens
Inside the AI receptionist for financial advisor offices
Real Zanus AI screens with demo data, framed for an advisory firm's front desk.
Compared
A virtual receptionist for RIAs or an answering service?
A classic answering service for advisory firms takes a message for the morning. Zanus AI answers 24/7 from your approved wording and books the review while the client is still on the line.
| What an advisory firm needs | A person at the front desk | An answering service | Voicemail | Zanus AI |
|---|---|---|---|---|
| Calls after 5 PM | Unanswered until morning | An operator takes a message | A recording heard tomorrow | Answered: and the review booked during the call |
| A market-drop morning | One call at a time | Callers wait on hold | A full mailbox | Every caller answered: at once, in your prepared wording |
| An advice question | Passed to the advisor | Noted for a callback | Left on the tape | Handed to a licensed person: with the reason, never an opinion |
| The client's language | The ones your staff speak | Often one or two | Your greeting's language | The caller's own: on the phone, in the chat and by e-mail |
| What is kept | What someone remembers to type | A message slip | A voice message | Every conversation: with transcript and summary on the client's record |
Guardrails
What the AI hands to an advisor or a licensed person
Investment and tax questions
Should I sell, can I afford to retire, how is this taxed: each one gets your approved wording and becomes a meeting, a transfer or a message, never an opinion.
Moving money
Transfers, distributions, wires and beneficiary changes are written down as requests for operations. A person verifies the client and carries them out under your procedures.
Complaints and concerns
A client unhappy with an advisor, or a relative worried that a parent is being pressured, reaches the person your rules name, announced before the call connects.
What a household would pay
The AI states your fee schedule as published and never works out a fee from what a household holds; that conversation belongs to an advisor.
Set-up
Set up an AI receptionist for wealth management firms in 2 minutes
Lisa reads your website
Lisa, your AI assistant, reads your services, offices and team pages, then asks which advisor serves which clients and which languages your associates speak.
Forward the firm's line
Forward the number printed on your statements and cards; calls are answered from that moment, without porting, and a new local number is also available.
Write the lines it never crosses
Tell Lisa what always goes to a licensed person, how long each meeting type lasts and who covers vacations; she shows each change before and after and applies it on your yes.
Seven days on your own firm
Run the trial with no credit card, then read what every call, chat and form produced: a review booked, a request filed or a message taken.
Questions & answers
Questions advisory firms ask about an AI receptionist
Can an AI receptionist work for a financial advisory firm?
Yes, when it stays inside the firm's rules. Zanus AI answers client and prospect calls from the information your firm approved, books reviews and first meetings on each advisor's calendar and takes service requests. Anything about investments, taxes, an account or moving money goes to a licensed person, with the reason announced before the call connects.
What is the best AI receptionist for financial advisors?
The one that answers every channel and knows where its job stops. Look for calls, chats, e-mails and inquiry forms answered from approved wording, reviews booked on the right advisor's calendar, advice questions handed to a person, every conversation written on the client's record, and a price per company. Zanus AI does each of these, and the 7-day free trial runs on your own firm.
Will the AI give investment, tax or legal advice?
No. It answers only from what your firm approved: your services, offices, hours, how a first meeting runs and the fees you publish. Should I sell, what should I buy, how is this taxed: each one gets the wording your firm chose and becomes a booked meeting, a transfer to the advisor or a message for one.
Can the AI see a client's accounts or balances?
No. The Front Office holds conversations, bookings and requests, not accounts. Balances, positions and statements stay in the systems your firm already uses for them, so a client who asks for a balance is pointed to the portal your firm names or offered a callback from an associate.
What happens on a morning when markets fall and every client calls?
Every caller is answered at once instead of hearing a busy tone or a full voicemail box. The AI reads the message your firm prepared for that kind of day, offers the earliest time with the client's own advisor or transfers the call by your rules, and never comments on markets or on anyone's holdings.
Can our compliance officer read what the AI said to clients?
Yes. Every call the AI answers is saved with its transcript and summary on the client's record, and chats, e-mails and forms sit beside it on the same timeline. Your compliance officer reads them like any other client correspondence, in the place the conversation happened.
How does the AI handle a request to move money or change a beneficiary?
It takes the request and never carries it out. The AI writes down what the client asked, in the client's own words, files it as a service request for operations and tells the client a person will follow up. Identity checks and every transfer, distribution or beneficiary change stay with your staff and their procedures.
Can clients reach the firm in Spanish, Mandarin or another language?
Yes. A client who calls in Spanish or Mandarin hears the AI answer in that language, and the website chat and the inquiry forms cover 40 languages. Calls can also be routed by language, so a client who prefers Spanish reaches your Spanish-speaking associate whenever a person is needed.
How much does an AI receptionist for financial advisors cost?
It is priced per company, never per seat or per advisor, so every advisor, associate and operations person shares one subscription. You pick the modules your firm needs, such as the phone line, the scheduling and the service requests, and add others later. The plans are on the pricing page, and the 7-day trial needs no credit card.
Can we keep our firm's number and our client service associate?
Yes. You forward the number clients already have, with no porting. Each line can ring your associate first and let the AI catch the calls nobody picks up, or let the AI answer first after hours, so the people your clients know still greet them.
Is it a virtual receptionist for RIAs or for larger wealth firms?
Both. A solo RIA uses it so the phone is answered while the advisor sits in a review, and a firm with several offices gives each office its hours, its advisors and its departments, while every conversation lands on one shared client record.
How long does it take to set up?
It is ready in 2 minutes. Forward your main line, then tell Lisa which advisor serves which clients, how long reviews and first meetings last, which questions always go to a licensed person and which languages your team speaks. Nothing is installed, and your portfolio and planning software stay where they are.
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.