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Who We Serve

Ruby makes sure every caller and visitor connects with a real person.

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.

Build your plan

Finance capabilities

24/7 virtual receptionists and live chat financial services professionals

From answering calls to generating leads through your website, Ruby makes new and existing clients feel heard, valued, and cared for.

More than an answering service.

Ruby’s virtual receptionists can schedule appointments, accept payments, answer FAQs, assist with outbound calls, and more—providing you with additional help without additional overhead.

Flexible, personal, client-centered.

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.

Complete control at your fingertips.

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.

Make your website a lead generation machine.

Engage your website visitors when they’re most receptive with friendly, trained professionals who answer in 60 seconds or less.

A team you can trust.

Our virtual receptionists are bilingual (English and Spanish), based in the US, and well-versed in the financial industry.

Special treatment is standard.

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.

Case study

How Wheelhouse Advisors took their practice to the next level.

With Ruby, the financial professionals at Wheelhouse Advisors have more time to get the important things done—and even go fishing.

Read more

“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.”

Frank Molinar

Molinar and Company

FINANCE RESOURCES

Grow your financial practice with free resources.

We don’t just stand in for our customers. We stand up for today’s finance providers.

We talk, chat, and connect with thousands of financial clients every day. And because of that, we know better than anyone just how far experts like you go to provide the best possible service to the people you serve.
Whether you work on your own or manage a growing practice, we’re here to provide solutions and support designed for your business and your clients. No matter the size of your operation—or your goals—Ruby is ready to help whenever and however you need us.

Partner spotlight

NAFPA members get a discount on Ruby.

Ruby partners with leading professional associations such as the National Association of Personal Financial Advisors (NAPFA) to offer exclusive perks to members.

Learn more

Ready to reclaim your time and delight your clients with Ruby?

Build your plan

Your partner in gaining
and retaining customers.

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