For financial advisors & advisory firms
AptaBook's AI answers every call and web inquiry, screens prospects against your criteria, and books discovery meetings, 24/7, even when you're with a client.
Hear the prospect-screening agent yourself. Enter your number for a live call:
evenings & weekends
every caller is answered
meetings fit your criteria
sign-up to live
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 200 pages, 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."
"Referrals used to call during client meetings and hit voicemail. Now they get a warm, professional response and a booked meeting every time."
"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."
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.
No. The agent answers general questions about your firm and services, screens prospects, and books 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 across the US and Canada using AI to answer every call, screen prospects, and book discovery meetings around the clock.