wealth management

Your clients' portfolios don't sleep. Neither should their support.

AI agents and multilingual specialists that handle portfolio inquiries, account servicing, and advisor scheduling in 65+ languages — with the discretion high-net-worth clients expect.

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A financial advisor discussing investment options with an elderly couple in a cozy living room.

how it plays out

Real contacts, minute by minute.

Phone English

“I need to discuss rebalancing my portfolio”

Advisor scheduling is the top inbound request

Client calls requesting a portfolio review appointment
AI confirms client identity
Checks advisor calendar and offers three available time slots
Books appointment and sends calendar invite

Handled without escalation meeting scheduled

Email French

“I want to move funds to my trust account”

Complex account servicing request

Client emails in French requesting an internal transfer to trust
AI checks the account details and authorizations on file
Prepares the request with the documentation checklist your team uses
Routes to operations for approval — nothing moves until they act

Request prepared and routed operations approves

Live Chat Mandarin

“What’s the tax impact of selling these positions?”

Tax impact is an advisor conversation.

AI recognizes a tax and strategy question and does not answer it
Records the positions the client is asking about
Books a call with the client’s advisor
Tells the client when to expect it

Advisor call booked no tax guidance given

WhatsApp Portuguese

“Can you send me my quarterly statement?”

Document request — straightforward but frequent

Client messages in Portuguese requesting their Q3 statement
AI verifies identity and locates the most recent quarterly report
Sends secure download link to encrypted document portal
Confirms client received and opened the statement

Instant resolution statement delivered

the team behind it

Faces, not a queue.

real members of the global team

Wealth Management Specialists

Clear boundaries on what agents may and may not discuss with clients
Experienced with client-servicing and reporting request workflows
Trained in white-glove service standards for UHNW and family office clients

65+ Languages

Human agents providing support in 65+ languages
Real-time AI translation for rare language pairs
Cultural context training for every market we serve

Follow-the-Sun Coverage

Operation centres in Canada, Bolivia, Nicaragua, the Philippines and China
Smooth handoff between time zones with shared context
Holiday and weekend coverage without overtime costs

the part nobody prices in

Separate advisor appointments from account instructions

A client asking for a portfolio review needs an appointment; a request to move money needs an authorized operations owner. Define those call categories before opening an answering service. Your firm sets the identity checks, advisor assignment and information agents may collect. The support record should show the request and the next responsible person without turning an unapproved instruction into a completed transaction.

HeroDash custom fields can hold the advisor reference, request category and handoff status. Use cascading categories to separate review bookings, document requests and account-service questions. A configured status trigger can tag a case awaiting a reply and notify its assigned agent by email. Keep the notification limited to permitted details; the conversation timeline records the rule execution.

For a statement request, verify the caller under your firm’s policy and use the approved document-delivery process. For a tax or investment question, preserve the question for the advisor and arrange the next contact. Define who acknowledges each handoff and who communicates the approved outcome. Passwords and one-time access codes do not belong in a support message.

what comes off the call

The advisor-service request

Agree the required information and access permissions during setup.

Verified client reference allowed in the support record
Assigned advisor or relationship-team contact
Review booking, document request or account-service category

Requested appointment window or document period
Approval owner and acknowledgment for restricted requests
Approved delivery channel and next client contact

questions

What buyers ask before they sign.

How much does it cost?

AI voice is US$0.15 per minute and web chat is US$0.15 per session. Live agents start at US$650 per month including 1,500 minutes — about US$0.43 per minute — or from US$5.80 per hour for a dedicated agent working only your account. The minimum engagement is half a seat, not a five-seat block.

How fast can you start answering our phones?

Five days is our normal window to staff a live account — that is five days to find and place an agent who fits your business, not five days of software setup. AI voice can go live sooner because there is no hiring step.

Do you answer in Spanish?

Yes, on the same number, with agents in our Bolivia and Nicaragua operation centres — native Spanish, not machine translation. English and Spanish share one queue, and we cover 60+ more languages if you need them.

Can I mix AI and live agents on one number?

That is the normal setup. You decide which call types go to AI and which reach a person, and you can change the split as your volume changes. Nothing about that decision is locked in at signup.

How are advisor meetings and account requests kept separate?

Configure distinct request categories and the team responsible for each. Scheduling follows the advisor’s approved availability. Account instructions go to the authorized operations owner, with the requested action and required approval recorded separately.

What happens when a caller asks for investment or tax advice?

Support records the question and arranges contact with the client’s advisor. Recommendations and tax interpretation remain with that professional. Agents communicate the approved next step and avoid collecting passwords or one-time access codes.

compliance

Workflow Controls

Communication archiving and supervision per your written policy
Disclosure and documentation steps you define for each client interaction
Large or unusual transaction requests routed to your team for review
Client-facing communications follow the standards you set

also worth reading

start

Map your advisor-service call flow

Review appointment rules, document requests and approval handoffs using your firm’s client-service procedures.

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