Say goodbye to office phone hassles

Lightspeed Voice provides a seamless customer experience for financial advisors, replacing outdated technology.

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Wealthbox Logo

Connecting You to Compliance

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're More Than Just Talk

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

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#1 Rated Phone Service

Our reliable, user-friendly system makes staying connected easy.

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50+ deep integrations with both globally recognized and niche software.

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98% Customer Satisfaction

Our clients know that we don't stop until you're happy.

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4.9 Star Google Rating

We consistently score high marks with customers, check out our Google reviews!

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Improve client experience, elevate business performance, and connect staff with our state-of-the-art communications platform.

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Combine all the features of our phone and communication platform with sales automation.

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

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Increased Control
Greater Connection
Higher Intelligence
Superior Support
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Auto Scheduling
Call Magnet
Call Recording
U.S. Based Support
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Health Redirect
Detailed Reports
Live Coaching
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Drag and Drop Transfers
Toll Free Calls
Mobile Friendly
Compliant Features
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Direct Dial Numbers
Custom Call Routing
Live Call Monitoring
Onboarding Team
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Music On Hold
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Multi Location
User Status
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Mobile App

Questions? Contact us!

We're here to help and will do our very best to answer any questions you may have. You can count on us to respond quickly!

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