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Financial Planning

Show off your expertise in making sound decisions by upgrading your phone service to RingByName. RingByName raises the bar on your entire phone communications, helping your company look trustworthy, sophisticated, and established. Designed to help you win and keep more clients, RingByName will keep your clients calling back with our smart virtual receptionist, custom greetings, custom music-on-hold and many other tools to personalize your prospect’s calling experience. You will sound professional and impressive, while simultaneously becoming more personable and approachable. Here are a few of the things you can do right now with RingByName.

Look like You Are in the Office All the Time

RingByName will make you look professional and prepared whether you’re on the road, having a lunch meeting or otherwise are out of the office. When a call comes in, you will see an intelligent screen pop displaying the caller’s ID, recent notes, and call history. This is all the information you need to understand who is calling and build a better relationship. Our smart virtual receptionist will greet callers by name, play your custom greeting or read your custom script in a natural synthesized voice. What’s more, you can give your clients a single phone number and our smart receptionist will route them to any device you designate, be it a PC, Mac, or Android and iPhone tablets and smartphones.

Look At All the Cool Stuff You Can Do with Your Phone

RingByName does a lot to liberate you from managing your own phone calls. This gives you more time to manage your clients’ resources. We also help you manage many other aspects of your day-to-day work.

Here’s a quick look at the possibilities.

  • You can set pre-recorded messages answering common questions, eliminating the redundant calls you receive throughout the day.
  • You can build better relationships with your clients. Our smart virtual receptionist will route callers back to you for their – and your – benefit.
  • You can take RingByName, along with all its functionality, anywhere you go by downloading our simple to use mobile version for your tablet and smartphone.

Time is Money

RingByName’s detailed call logs make it easy to track the time you spend on calls. So remembering who you spoke with and when is handled in our app and logged for you. You can also document what you spoke about by adding notes directly to the caller’s contact history.

  • Our easy to use interface gives you access to every RingByName feature on a wide variety of devices. We also provide training based on your availability in case you need any instruction.
  • All the RingByName features serve to simplify your daily tasks while providing a sophisticated yet simple phone service. This gives you an edge over the competition.
  • Our 24/7 smart receptionist assists you in many ways. It routes calls to wherever you are plus plays customized greetings according to your on and off hours.
  • You can get all call logs, contact notes, and alerts in real time. So you can be up to date with your calls and tasks all the time.

Make Your Life Easier with R!Fax and Cloud-based Voicemail to Email

Part of being a financial planner is being very discreet and organized with the slew of sensitive documents you receive on a daily basis. With RingByName R!Fax you can receive all faxes securely in PDF or image format straight to your inbox for easy filing and saving. View your eFaxes from your tablet, smartphone, PC or Mac whenever you wish. You can also check your voicemails from your phone or email and they will be cataloged and securely stored in the cloud. You can listen to them on your computer, tablet or smartphone. Making your life easier and more efficient is something you can build on today.

Saving Your Financial Firm’s Money Is Part of Our DNA

Take some financial advice from us: RingByName is a wise investment. It’s a professional and robust communication system that will benefit your bottom line right now and improve it exponentially for years to come. Our privately owned and operated phone service is run over secure and reliable networks and our system is future-proof. Guaranteed.

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