Who We Serve
Online and over the phone, Ruby delivers personal experiences while saving time for CPAs, CFPs, and other financial pros to focus on what they do best.
From answering calls to generating leads through your website, Ruby makes new and existing clients feel heard, valued, and cared for.
Ruby’s virtual receptionists take messages, screen and transfer callers, schedule appointments, confirm details with outbound calls, and much more.
Full-time, after-hours, or as backup, we’re available when and how you need us, always presenting a professional image and creating meaningful connections with the people you serve.
With the Ruby app, you can set your availability and preferences, change call handling instructions, manage activity, and call and text from your Ruby-hosted number.
Engage your website visitors when they’re most receptive with friendly, trained professionals who answer in 60 seconds or less.
Our virtual receptionists are bilingual (English and Spanish), based in the US, and well-versed in the financial industry.
With custom call handling, we make sure clients receive the personalized service they expect. Ruby can even keep track of your VIPs, taking our five-star treatment up another notch.
With Ruby, the financial professionals at Wheelhouse Advisors have more time to get the important things done—and even go fishing.
“I love Ruby! They make me look good, keep costs in check, and always respond promptly if an issue arises (which is rare in the first place). You just cannot replace the value of a live, professional person to answer your calls, especially if you’re in a high-touch, service business. And with Ruby, you don’t have to.”
Molinar and Company
Ruby partners with leading professional associations such as the National Association of Personal Financial Advisors (NAPFA) to offer exclusive perks to members.