The AI Answering Service for Financial Advisors
Missing calls while you're on job sites costs you projects. Trillet captures project type, scope, timeline, and budget range, while you're coordinating subs or managing crews, so you get qualified leads ready to quote, not just phone numbers.
The Old Way
Voicemail: "Missed call from 312-555-0142"
You: Call back, ask about financial goals, screen for fit
The Trillet Way
Calendar: "New Client Consultation: Jennifer K., Retirement Planning, Thu 2pm"
You: Review details. Conduct consultation. Build relationship.
Your Client Screening Process,
Executed Perfectly. Every Time.
You don't need an AI to say "we'll call you back." You need one that knows whether a prospective client needs retirement planning, investment management, or estate planning and whether they meet your minimums. Trillet follows your exact screening logic, so you only get prospects who are ready to book with full context captured.
Identify
Trillet identifies whether this is an existing client or new prospective client, takes a message or transfers for existing clients, and continues to screening for new ones
Screen
Trillet screens for financial planning services needed (retirement planning, investment management, estate planning, tax planning, comprehensive wealth management), confirms it aligns with your services and specializations, verifies they meet asset minimums or service criteria, and politely declines if there's no fit
Qualify
Trillet asks your custom intake questions - what's prompting this inquiry (life event, dissatisfaction with current advisor, starting to invest), financial goals and timeline, general range of investable assets, whether they currently work with a financial advisor, and your other practice-specific questions
Book
If they want to move forward, Trillet texts your booking link, you get full call summary with financial situation and transcript, and the consultation appears in your calendar with complete context
Hear Trillet Handle an Emergency Call
What Independent Financial Advisors Are Saying
"We captured a $2M AUM prospect who called while I was in a client review meeting. By the time I would have finished the meeting and called back, they likely would have already connected with another advisor. Trillet screened them for retirement planning fit, captured their financial goals and timeline, texted them our consultation booking link, and they scheduled before I even checked messages. That's a high-value relationship we would have lost to callback delays."
Michael Roberts, CFP®
Independent Financial Advisor, Chicago
Why "Message Taking" Doesn't Work for General Contractors
Voicemail
The Problem:
High-net-worth prospects shopping for advisors won't leave voicemails. They call the next advisor who answers. In a competitive market, responsiveness equals trust.
The Result:
Lost high-value clients before you even know they called.
Generic AI / Answering Services
The Problem:
They take a name and number. You call back 4 hours later - they've already scheduled with another advisor who captured their financial situation immediately.
The Result:
Phone tag with prospects who've moved on.
Trillet
The Solution:
We screen for service type and fit, capture financial goals and situation details, and send them your booking link. You see the consultation in your calendar with complete context, not a to-do list.
The Result:
Booked consultations with qualified prospects while you're in client meetings or focused on planning work.
Compare Your Options
| Feature | Voicemail | Traditional Answering | Generic AI | Trillet |
|---|---|---|---|---|
| 24/7 Availability | ||||
| Screens for Service Type | ||||
| Financial Goals Capture | ||||
| Asset Range Qualification | ||||
| Current Advisor Status | ||||
| Custom Client Intake Questions | ||||
| Distinguishes New vs Existing Clients | ||||
| Texts Booking Link to Prospect | ||||
| Call Summary + Transcript | ||||
| Cost | Free | $200-400/mo | $49-99/mo | From $29/mo |
Sync With Your Wealth Management Platform
Out of the box, Trillet texts scheduling links directly to qualified prospects and sends you call summaries via text and email. You get the details you need without changing how you work.
Need deeper integration with Wealthbox, Redtail CRM, or your financial planning software? Our Pro plan includes custom setup with your existing systems.
Wealthbox
Redtail CRM
RightCapital
MoneyGuidePro
eMoney Advisor
Google Calendar
Calendly
Live in 5 Minutes. No IT Required.
Step 1
Enter Your Info
Add your website and phone number. Trillet pulls your service areas, specialties, and hours automatically.
Step 2
Set Your Rules
Which financial planning services do you offer? What client qualification questions should we ask? Asset minimums? Customize your client intake logic in minutes.
Step 3
Forward Your Calls
Simple carrier instructions appear on screen. Dial a forwarding code or scan the QR, takes 30 seconds.
That's It. You're Live.
Your AI job coordinator will answer calls when you're under sinks, in crawl spaces, or on other job sites. You'll get a summary after each call so you never miss a qualified job.
Common Questions from Financial Advisors
An AI answering service answers your phone 24/7, screens prospective clients for service type and fit, captures financial situation details and goals, and helps them book consultations without a human receptionist. Unlike voicemail or basic answering services that just take messages, Trillet runs your full client qualification protocol so you only spend time on prospects who are ready to book with full context captured.
Trillet follows a four-step screening process: First, it identifies whether the caller is a new prospective client or existing client. Second, it screens for service type (retirement planning, investment management, estate planning) and practice fit. Third, it asks your custom intake questions (financial goals, asset range, current advisor relationship). Finally, if the prospect is qualified and wants to proceed, Trillet texts them your calendar booking link. You receive a full summary with financial situation details and transcript after every call.
When a prospective client is qualified and wants to schedule a consultation, Trillet texts them your calendar link directly during the call. They can book a time that works for both of you. You get notified with the full call summary including financial situation details, no phone tag required.
Trillet will politely explain that your practice doesn't offer that specific service and end the call professionally. You'll still receive a summary so you know who called and what they needed.
Yes. Trillet asks about assets in a professional, respectful way that qualifies prospects without being inappropriately detailed. You can customize how this screening happens to match your practice's approach and compliance requirements.
Listen for yourself, we have a demo above. Trillet is designed for natural, professional conversation that matches the tone of your advisory practice. Many prospective clients don't realize they're speaking with AI.
That's exactly when Trillet is most valuable. The call gets answered without interrupting your meeting, the prospect gets screened and qualified, and they receive your booking link, all before your meeting ends. You see the consultation in your calendar when you're ready, ensuring you never miss high-value prospects.
Yes. Our Pro plan includes CRM integration with tools like Wealthbox, Redtail, Salesforce Financial Services Cloud, and others. Contact our team to set this up for your advisory practice.
Trillet starts at $29/month with a 30-day money-back guarantee. Compare that to human answering services ($200-400/month) or the cost of one missed prospect. A single new client can generate $5,000-50,000+ in lifetime value depending on their assets, Trillet pays for itself many times over.
Yes. Trillet uses bank-level encryption for all calls and data. You control what questions are asked and what information is collected. We take confidentiality and compliance as seriously as you do, and can work with your compliance team to ensure all intake protocols meet regulatory requirements.
Book More Consultations. Miss Fewer High-Value Prospects.
Every missed call is a prospect shopping for advisors calling someone else. Start capturing qualified leads 24/7 - even when you're in client meetings, focused on planning work, or unavailable.
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