A phone system that can evidence what was said on every client call.
Dialerportal gives advisory firms, brokerages, lenders and wealth managers a Cloud PBX where recording is on by default, every client reaches the adviser who holds their file, and the call that led to a trade, a rate lock or a suitability decision can be found and produced months later without anyone digging through a desk drawer full of handsets.
Built for firms that have to stand behind the conversation
Recording, retention, adviser routing and clean records of who said what, running on one Cloud PBX instead of a phone system, a separate recorder and a compliance folder nobody maintains.
Recording on every client line
Records you can actually produce
Clients reach their own adviser
Stop client calls leaking to personal cells
An auto-attendant that sorts by intent
Queues that survive a volatile morning
Every call lands on the client record
From your main line to a fully recorded book of business
Port the number on your disclosures, route clients to the adviser who owns the relationship, and switch recording on before your next review season.
Port the number on your disclosures
We move your existing main line and adviser direct dials across so the numbers printed on client agreements, statements and your website keep working, and add local DIDs or a toll-free line for new markets.
Map routing to your service model
Build the IVR options for new business, account service and payments, then set the adviser, backup and support-team path for each client segment along with business-hours and holiday rules.
Switch on recording and retention
Turn recording on across desk phones, browser and mobile, set your announcement and consent wording, and agree how long audio is kept and where it is exported for your firm's archive.
Review, evidence and adjust
Dashboards show missed calls, queue waits and call volume by adviser, and any conversation can be retrieved for a complaint file, a supervisory review or a training session with a new hire.
An AI voice agent for the client calls no adviser gets to
Your Cloud PBX sends clients to the adviser who holds their file. The AI voice agent picks up what rings out: the 8pm question about tomorrow's review, the transfer chase during a busy market open, the prospect who found the firm on a Sunday afternoon. It qualifies, books and takes messages, and it never gives financial, tax or investment advice.
Knows who is calling before an adviser does
The agent asks whether the caller is an existing client or a new enquiry, which adviser they work with, and what the call is actually about: a review meeting, a rollover still in progress, a statement they do not recognize, or a first conversation about investing. That context is attached to the call, so the adviser has the file open before saying hello. Enquiries outside what your firm takes on get a straight answer instead of a week in a callback queue.
Books and moves adviser appointments
Review season and tax document season generate a pile of scheduling calls that never needed an adviser on the line. The agent offers open slots in the right adviser's calendar, books the meeting, confirms whether it is in the office, by phone or by video, and reschedules the client who cannot make Thursday after all. If they want a paraplanner or a spouse in the room, it captures that with the booking.
It does not give financial advice
The agent handles general service questions: office hours, what to bring to a review, how a transfer or rollover normally runs, where to send signed paperwork, how to get back into the client portal. It will not comment on a holding, a rate, a tax position or whether anyone should sell, and it does not read out balances or account detail. Anything touching a specific account or a recommendation goes to a licensed human.
Covers the volatile open and the 9pm caller
When the market gaps down or a rate announcement lands, calls arrive faster than the front desk can answer them, and the agent takes the overflow rather than leaving anxious clients listening to hold music. It answers what it properly can, warm transfers to whoever is free when the call needs a person, and takes a structured message with a callback window when nobody is. The call and its outcome log to HubSpot, Salesforce, Pipedrive, Zoho or GoHighLevel like any other call on the system.
The tools behind your finance phone system
Finance run on the same Dialerportal platform that powers cloud PBX, VoIP and call centers for businesses worldwide.
Phone systems for other industries
Phone systems for financial services, your questions answered
What principals, operations leads and compliance officers ask before moving client calls to the cloud.
It is a Cloud PBX built for advisory firms, brokerages, lenders and wealth managers who have to stand behind what was said on a call. You get recording on every line, voicemail-to-email, an auto-attendant that separates new business from existing client service, routing that sends a client to their own adviser, queues for high-volume mornings, and automatic logging into your CRM. Seats start at $19 a month, month to month, with no contract.
Yes. Recording can run on every extension, inbound and outbound, across desk phones, the browser softphone and mobile, so advisers cannot accidentally hold an unrecorded conversation. Recordings are searchable by number, extension, date and direction, and can be exported so your firm keeps its own copy under its retention schedule. Dialerportal supplies the recording, storage and export; the retention period, disclosure wording and supervisory review remain your firm's policy decisions.
That is the usual reason firms move. Every call carries the date, time, duration, the extension that handled it and the number on the other end, and the audio sits alongside that record. If a client disputes an instruction given in March, you filter to that adviser and that week and listen to the call rather than relying on memory or a file note. The same records support complaint handling and internal supervisory reviews.
Give them the firm's line on the device they already carry. The mobile and browser softphone places outbound calls with your firm's caller ID and keeps the conversation inside the recorded, logged system, whether the adviser is at a client meeting, a conference or home. Their personal number is never shown to clients, so there is no reason to fall back to a channel your firm has no record of.
Dialerportal integrates with HubSpot, Salesforce, Pipedrive, Zoho and GoHighLevel, logging calls and recordings against the client record and letting advisers click to call from it. If you have recently bought IP desk phones, SIP trunking connects them rather than replacing them, and anyone without a handset works from a browser tab. Voicemail arrives by email with the audio attached, so nothing waits for someone to check a mailbox code.
Setup is measured in hours, not weeks. There is no PBX hardware to install and no engineer visit, so routing and recording can be configured and tested the same day. Number porting runs in the background while your existing lines keep taking client calls, so the firm is never unreachable mid-transfer. Billing is month to month, and US-based support answers in about 30 seconds on 1-888-488-8138.
It answers the client and prospect calls that ring out, after hours, at market open, or when every adviser is already on the phone. It identifies who is calling and why, books or moves review meetings, answers general service questions such as what to bring to a review or how a transfer works, and warm transfers to an adviser when someone is free. It never gives financial, tax or investment advice, never discusses balances or holdings, and hands anything account specific to a licensed human. Every call logs to your CRM.
Put every client call on the record
See how quickly your firm can have recorded, routed and logged client lines running, or talk to a human at 1-888-488-8138.