24/7 Answering Service For Investors

Navigating the world of investments and wealth management can be complex and time-consuming. That’s why Posh’s virtual receptionists for wealth management firms are here to streamline your journey toward financial success with an innovative app. Instantly connect with professional receptionists 24/7, providing seamless support on mornings, noons, and nights.

When a high influx of calls blocks you from delivering professional investment expertise, Posh can manage any call—urgent or non-urgent.

Virtual Receptionist for Wealth Management Firms

At Posh, we understand the urgency of seamless integration and staying connected in today’s fast-paced investment landscape. That’s why we offer an existing CRM integration feature, ensuring you are always notified through your preferred contact mode. Whether email, SMS, or any other communication channel, Posh has you covered—and then some.

Integrating Posh into your existing CRM empowers you to leverage your profit potential, increase productivity, and multiply new leads. Our answering service for investors works diligently to schedule meetings, enhance communications, and keep you up-to-date with essential information. With Posh, you can track everything from your phone, allowing you to stay informed and on top of your investment endeavors.

Experiencing the power of seamless CRM integration with Posh’s virtual receptionist for Investors, financial advisors, and wealth managers is easy. We unlock a new level of efficiency and growth for your business while you focus on your investment strategies.

Wealth Management Answering Service


Posh’s answering service for investors achieves work-life balance by scheduling new projects, enhancing productivity, and delivering customer satisfaction with premium, built-in features.

24/7 Live Answering

Appointment Scheduling

Page or Dispatch Urgent Calls or Emails

Faxes, Texts, or Emails

Tailored Program Options

Scalable Offerings

Posh virtual receptionist app for call handling

The Posh App Puts You in Control

Want to manage all your reception and front desk needs from the palm of your hand? We can do that for your investment company with the Posh mobile app.

  • Update your availability to take calls with the tap of a button.
  • Get message notifications, view call details, and create contacts.
  • Keep your personal number private with secure calling and texting.
Learn more about the posh app


Posh’s virtual receptionists for wealth management firms can seamlessly integrate with the tools your company is already using.

See all integration capabilities

Investor Phone Answering Service Reviews

We never get tired of that 5-star feeling. Our entire team gets excited when we receive reviews of our 24/7 answering service for investors like these:

I have been utilizing the Wealth Management Phone Answering Service for my firm, and I am thoroughly impressed with the level of support and expertise they provide. This service has proven to be an invaluable asset in delivering exceptional client service and maintaining a professional image for my business. There are no more miss calls.

Maria Zeller



Here are some of the most common questions organizations ask about our virtual receptionists for wealth management firms.

What hours are your virtual receptionists available to answer?

Our receptionists are available to answer your calls 24/7/365. That means we are ready to jump in whenever you like. Want on-demand call coverage periodically throughout the day? You got it. Looking for a backup solution for when you can’t get to a call within the first couple rings? No problem. Interested in an after-hours virtual receptionist service to make sure you never miss an opportunity? We have you covered. Here at Posh, we are all about empowering your software business with customized, flexible call handling options.

Can you provide Caller ID information to me?

Of course! We provide Caller ID or ANI information for every call we receive.

Do you offer bilingual service?

We do! We guarantee English and Spanish call answering at no additional charge Monday through Friday between 9am and 6pm Eastern. Outside of these hours, if we have bilingual virtual receptionists available, they will of course assist your callers in Spanish.

How will I know how many minutes I am using?

Each monthly plan comes with a certain number of receptionist minutes. Your usage can be found on our online portal where we provide up-to-the-minute usage information. Our plans include all features with no hidden fees. See all our pricing details here.

Do I have to sign a contract?

Nope. We earn your business every month with a flexible 30-day agreement. Beware of any software firm answering service that requires a long-term contract.

Read More FAQS

Find out for yourself what makes Posh the best virtual answering service for investors.
Start your free trial today!