On the way back.
The file note, dictated while the review is still fresh, with the time on it, sent to your associate or written to your CRM.
"File note for the Collins review. Send it to Priya."
Phone your office. It's handled.
A dedicated employee in your office. You just phone them. Dictate the file note on the way back from the review, hear the brief before you walk in, clear the inbox between visits. It is never in the client meeting, and it never records your clients.
Phone the demo line
The demo line opens with early access. Join the list and you'll be the first to call it.
The sample inbox belongs to a small manufacturing firm, not an advisor; the calls work the same way.
File note, Collins review Call length On the car's Bluetooth
- “File note for the Collins review: risk tolerance unchanged, wants to top up the IRA, discuss estate planning next time. Send it to Priya.”
- “File note, Collins annual review, today, 11:42 am. Risk tolerance unchanged. Wants to top up the IRA. Estate planning for the next meeting. To Priya Shah, your associate. Shall I send it?”
- “Yes.”
- “Sent, and it's in your audit log with what you said.”
- Any phone, no app
- Works with your inbox, calendar and CRM
- Founder-built, early access
Two-thirds of the work happens away from the client
There are about 299,400 personal financial advisors in the United States, by the Bureau of Labor Statistics' 2025 count, and most of them would recognize the shape of the week a UK study found: Fidelity's 2025 IFA DNA report puts the advice process at 9.2 hours per client, with two-thirds of that time spent away from the client, preparing, writing up, chasing and filing. Report and plan preparation takes about a fifth of an advisor's week; compliance and admin another fifth. Relationship managers who cover offices and client homes carry the same load with more miles in between.
CallMyDesk takes the parts of that work you can do with your voice. You phone one number from the car, the airport or your desk, and the assistant that answers has your calendar, your mailbox and, on the Rep and Team plans, your CRM and the documents you have given it. It does not sit in the meeting and it does not speak to your clients. It works in the gaps around the meeting, which is where the hours go.
Before you walk in.
The brief: who you are seeing, the last statement you sent, the open actions and anything they have emailed since. Read to you in the parking lot.
"Brief me on the Patels before two."
Between visits.
What came in, what matters, a reply sent from the car, the annual reviews booked with holding invites.
"What came in while I was with the Collinses? Anything from a client?"
The file note, from the car
Say what happened while you still remember it. It becomes a record with a time on it.
The file note is the job advisors describe first, and it is the one the car is worst at. You leave the client's house with the meeting in your head and a 40-minute drive before a keyboard, and in 33 states you cannot lawfully hold the phone to do anything about it. By the time you type it, the detail has gone soft.
With CallMyDesk you call the number as you pull away, say your PIN, and dictate. It writes it up as a note: the client, the meeting, the date and time it was dictated, each point in order, and who it is going to. Then it goes: by email to your associate or client service team from your own mailbox, or into the client's record in HubSpot, Pipedrive or Salesforce if your firm uses one. The note carries the time it was dictated, and your audit log keeps the words you said alongside the note it sent.
A phone line over Bluetooth is not a studio microphone, so it says the names and amounts back to you; if it hears "Colins" when you said "Collins", you correct it on the call.
File note, Okafor review Call length On the car's Bluetooth
- “File note, Mrs. Okafor, retirement review. Discussed consolidating the two old 401(k)s; she wants to see the fees side by side first. Risk capacity discussed and unchanged. Action for me: fee comparison by the 20th. Send it to Priya and put it on the Okafor record.”
- “File note, Okafor retirement review, today, 3:10 pm. Consolidation of two old 401(k)s discussed; client wants a side-by-side fee comparison first. Risk capacity discussed, unchanged. Your action: fee comparison by the 20th. To Priya Shah, and to the Okafor record in your CRM, with a task for the 20th. Shall I send and log it?”
- “Yes.”
- “Sent to Priya. Logged, task set for the 20th. Both are in your audit log.”
Advisor CRMs such as Redtail and Wealthbox are not connected today, and whether our Salesforce connection covers a Financial Services Cloud setup is something we check with your firm before anyone relies on it. File notes reach your systems the way they do now, through your associate, from an email that already has the detail, the time and your words in it. If a direct connection would change your decision, tell us; it is exactly what design partners decide.
The brief before you walk in
Two minutes in the parking lot, read to you, so you arrive knowing what you promised.
Ask for the brief on the way to the meeting and it reads you the client's calendar entry, the last statement or report you sent them, the open actions, anything in your CRM, and the emails that have passed between you since you last met. It says "give me a moment" while it reads; that part takes a few seconds, the rest of the conversation lands in about a second.
On the Rep and Team plans it will also call you at 7:30 am with the day: the reviews, the travel, anything a client sent overnight. It only calls and texts you because you asked it to. You say yes at signup, we text a one-time code to confirm it's your number, every call it makes to you opens with the CallMyDesk name and a number you can call back, and you can say "stop" at any time. Texts come from a toll-free number for now.
Call with CallMyDesk Call length On the car's Bluetooth
- “Brief me on the Patels before two: last statement, open actions, recent emails.”
- “Give me a moment. Patel, joint annual review, 2:00 pm at their home. You sent the quarterly statement on September 3. Two open actions: the IRA rollover forms are with the custodian, and you owe them a note on the 529 plan. Three emails since: Mr. Patel asking whether you can bring the forms, the custodian confirming receipt, and a newsletter. Want me to read Mr. Patel's email?”
- “Yes, and remind me at one thirty to print the forms.”
- “Reading it now. And a reminder at 1:30 pm to print the Patel forms. Shall I set it?”
The brief is read from your own records: your calendar, your mailbox, your CRM and the documents you have connected. It does not look anything up about your clients on the web unless you ask it to.
The inbox between visits
What came in, what matters, and the reply sent before your next visit.
Between a 10:00 am in Scottsdale and a 2:00 pm in Tempe, ask what has come in. It sorts the mailbox since your last call: clients first, then your associate and the compliance team, then custodians and fund companies, then everything else. Newsletters are skipped unless you ask. You can reply from the car, from your mailbox, under your name.
Two more things advisors ask for weekly. The follow-up letter: "Email Mrs. Collins the follow-up letter from the template with those three actions." It fills the template with the three actions and sends it from your mailbox, under your name. If your firm wants client emails to say so, a line reading "Drafted with AI assistance" can be added to every email it sends. And the reviews: "Book the annual reviews due next month and send holding invites." It works out who is due, name by name, and sends the holding invites.
Call with CallMyDesk Call length On the car's Bluetooth
- “What came in while I was with the Collinses? Anything from a client or compliance?”
- “Nine emails. Two matter. Mr. Patel asks whether you can bring the rollover forms this afternoon. Your compliance officer, Mark, has sent the quarterly file review list with four of your clients on it; no action asked for yet. The rest are custodians and newsletters. Want to reply to Mr. Patel?”
- “Yes. Tell him I'll bring them, and we'll go through them together.”
- “To Mr. Patel: ‘Yes, I'll bring the rollover forms this afternoon and we can go through them together. See you at two.’ Shall I send it?”
- “Send.”
- “Sent.”
What it does not do
Three things advisors ask about first, answered plainly.
It is not in the client meeting.
It is a one-to-one call between you and your assistant. It never joins or records your meetings, and it never calls your prospects. Nothing from the meeting itself is captured. The only record is the file note you choose to dictate afterwards, in your words.
It does not record your clients.
The only voice it records is yours, on your own line, and that audio is deleted after 30 days. It does not speak to your clients unless you ask it to place a specific service call, confirming a time for instance, and then it opens by saying it is an AI assistant calling on your behalf. Those calls are not recorded.
It does not give advice.
It reads, drafts, books and logs. It does not give financial advice to you or to your clients, it does not assess suitability or best interest, and it does not recommend products. If you ask it what a client should do, it will tell you that is your call. The judgment stays with the advisor, which is where your firm, your clients and your regulators expect it to be.
It says it's an AI on every call it makes on your behalf.
For your compliance officer
Forward this section. It is written to be read by the person who has to say yes.
Your firm owns its data and decides what is kept; CallMyDesk is a service provider acting on your instructions, and the data processing agreement carries service-provider terms where your firm needs them. US-hosted. The service and your data run in the United States with the named companies on our published sub-processor list, and our data processing agreement is published too, so you can see exactly who handles what. UK customers get a UK GDPR annex. A written assessment of the data protection and security risks is completed before any firm's pilot begins, and a summary is available to your compliance function on request.
Your data is never used to train models, ours or anyone's. Call audio is deleted after 30 days and transcripts after 90, or sooner if you ask.
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The audit log.
Every plan; the firm-wide view and export on Team
Every send, booking, note and update is written to an append-only log with the time, the recipient, what was sent or written, and the exact words that authorized it. On the Team plan your compliance officer reads it in the admin console, for every seat in the firm, and can export it when a file review, a books-and-records request or an examiner asks for it.
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Retention controls.
Team
The standard windows are 30 days for audio and 90 for transcripts. On the Team plan your firm sets the windows itself, firm-wide, shorter or longer within the limits in the data processing agreement, so that what is kept matches your own retention schedule rather than ours. Firms whose books-and-records rules ask for archiving over several years, with legal hold, talk to us about the Enterprise plan.
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Access.
All plans
It connects to Microsoft 365, Google Workspace and your CRM through their own sign-in, with the narrowest permissions that do the job; no passwords are stored. Each seat is PIN-protected, with a one-time code for anything risky, because caller ID can be faked. Your administrator can disconnect any seat or any system in one click.
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The AI line on client emails.
All plans, optional
Every call it makes says it is an AI. If your firm wants client-facing emails to say so too, a line reading "Drafted with AI assistance" can be added to every email it sends, firm-wide.
CallMyDesk is a software service, not a registered investment adviser or a broker-dealer, and nothing on this page is regulatory advice. Your firm's own policies, its books-and-records obligations under SEC and FINRA rules or the Advisers Act, and its supervision and best-interest documentation continue to apply to anything you keep or send. Whether a file note dictated by phone fits your record-keeping, and whether to use this service at all, is your firm's decision, and your compliance officer may want to assess us as they would any third-party vendor. We will give you the data processing agreement, the sub-processor list, the retention settings and a description of our practices to make that assessment straightforward.
Plans for advisors
One relationship manager starts on Rep. A practice starts on Team. Broker-dealers, networks and larger firms book a call. Every plan starts with a two-week free trial.
Rep
A relationship manager on the road
$199 a month
Or $179 a month billed yearly ($2,148).
Unlimited calls and texts with your assistant
One advisor or relationship manager. Mailbox and calendar on Microsoft 365 or Google Workspace, your CRM (HubSpot, Pipedrive or Salesforce), file notes logged and sent, briefs before you walk in, the 7:30 am call, documents, a second inbox.
Start your free trialTeam
An advisor practice
$179 a seat a month, billed yearly, three seats minimum
($6,444 a year for three seats)
Unlimited calls and texts with your assistant, per seat
Everything in Rep for the practice: shared context across seats, an admin console, the audit log for every seat with export, retention controls set by your firm, priority support.
Start your free trialEnterprise
Teams of 20 or more and regulated firms
Priced for your firm on a call
Unlimited calls and texts with your assistant, on every seat
Everything in Team on every seat, with a dedicated account manager, single sign-on (SAML), custom retention and archiving to meet record-keeping rules, a signed data processing agreement and priority support. The price is quoted on a call.
Book a callPrices are in US dollars and exclude sales tax, which is added at checkout where your state charges it. Annual plans are billed yearly at the monthly price shown. No credits, no minute packs and no per-action fees. Unlimited calls and texts between you and your assistant for normal individual business use. To keep pricing flat for everyone we may apply fair-use limits, currently a soft ceiling of 1,000 assistant-minutes per seat per month, and we'll contact you before any limit affects your service.
Full pricing and what is includedEarly access for independent firms
Design partners wanted
We are looking for three to five independent firms, RIAs or small broker-dealer branches, to shape the advisor version of CallMyDesk over the next 90 days. Independent, because the decision to try a tool like this sits inside your firm, with you and your compliance officer, and we want to work with the people who can make it.
It is early. The file note, the brief and the inbox work today; the retention settings and the admin console are built for exactly this; the parts that will make it feel like it was made for advisors (what the brief reads first, how a file note is laid out, which advisor CRM comes next) will be decided by the firms in the room.
What a design partner gets
- Seats for the firm from the first advisor pilots, in the order firms join.
- A say in what is built next, including whether Redtail or Wealthbox is connected and in what order.
- The founder's direct line, and a monthly call to go through what worked and what did not.
- The early-access price held for the firm for the first year.
What we ask
Use it for real, between client visits, for 90 days. One monthly call with the founder. And let your compliance officer pick holes in it; that is the most useful thing a design partner can do.
Questions advisors ask
Read the FAQIs it in the client meeting?
No. It is a one-to-one call between you and your assistant. It never joins or records your meetings, and it never calls your prospects. There is no device on the table and no recording of the client. The only record of the meeting is the file note you dictate afterwards, in your words.
Where are the audio and the transcripts kept, and for how long?
US-hosted. The service and your data run in the United States with the named companies on our published sub-processor list, and our data processing agreement is published too, so you can see exactly who handles what. UK customers get a UK GDPR annex. Call audio is deleted after 30 days and transcripts after 90, or sooner if you ask. On the Team plan your firm sets those windows itself, and firms that need archiving over several years talk to us about Enterprise. Your data is never used to train models, ours or anyone's. The retention section of the security page has the detail.
Does it work with Redtail or Wealthbox?
Not today. It works with your mailbox and calendar on Microsoft 365 (Google Workspace has limited places while Google reviews our app) and with HubSpot, Pipedrive or Salesforce where a firm uses one as its CRM. A file note reaches your advisor CRM the way it does now: by email to your associate, with the detail, the time and your words already in it. Whether a direct connection to an advisor CRM comes next is one of the things design-partner firms will decide. UK firms on intelliflo or Xplan: the same answer applies.
Does a file note dictated by phone fit our books and records?
That is your firm's decision, and we do not give regulatory advice. What we can tell you is what the note contains: the client and meeting, the date and time it was dictated, each point in the order you said it, who it was sent to, and in your audit log the exact words that authorized it. Your compliance officer can read every one of those and decide how it fits your firm's record-keeping policy and the books-and-records rules that apply to your firm.
Can my compliance officer see what it did?
Yes, on the Team plan. Every send, note, booking and update, for every seat, is in an append-only audit log with the time, the recipient, the content and the words that authorized it, readable in the admin console and exportable for a file review. On the Rep plan each advisor can read their own log, and can simply ask the assistant on the phone, "what did you do today?"
Read more
The morning-brief call
What a 7:30 am call contains, how to set the times, and how you say yes to being called in the first place.
Hands-free work calls and the driving law
What 33 states ban at the wheel, what the rest allow, and what a Bluetooth call lets you do lawfully between client visits.
The employee you can phone.
Dictate the file note on the way back. Hear the brief on the way in. Nothing in the meeting, and an audit log your compliance officer can read. Join early access, or talk to us about a design partnership for your firm.
Join early access