Office Phone System Solutions For Financial Advisors

Do your customers struggle to communicate with you?  These days, text messages and emails are the norm.  But modern technology tends to develop quickly, and Financial Advisors are often left behind and stuck using antiquated tools – or worse, skirting regulations, and putting their livelihoods in jeopardy.

Lightspeed Voice solves this problem

We replace your old telephone system with a state-of-the-art telecommunications platform and become your telephone service provider.

You provide the internet, and we do the rest.

Schedule Demo
  • Call recording icon

    E&O Protection through call recording

  • A computer monitor with tiers on it

    Automations and Integrations

  • Compliance icon

    Compliant Record Retention

  • Two hands shaking coming from cell phones

    Mobile apps for windows, Apple, & Android

  • Phone icon

    Keep your main, fax, and toll free numbers

Redtail logoWealthbox Logo


When used with Redtail, Wealthbox, or SalesForce, our text message and email tools are compliant with FINRA and SEC regulations to ensure archiving and record keeping as specified by these governing bodies.

We serve thousands of financial representatives across the USA. For more info, just respond to this email or call today!

Click the thumbnail to watch a short video on our integrations with either Redtail or Wealthbox!

Combine a Fully Featured Communications Platform with
Automated Sales Performance Tools.

Etiam sodales ac felis id interdum
Find Me Follow Me
Health Redirect
Call Routing
Etiam sodales ac felis id interdum
Music On Hold
Speed Dial
U.S. Based Support
Etiam sodales ac felis id interdum
Call Recording
Auto Scheduling
VM to Email
Etiam sodales ac felis id interdum
Listen, Whisper, & Barge
Web leads
Etiam sodales ac felis id interdum
Desk Phone
Mobile App

Curious what your Lightspeed Future might look like?