The Ruby app for finance professionals.

“Giving a VIP client experience is the number one source of referrals and happy clients,” says Jill Nelson, Ruby’s Founder and CEO, to the folks at WealthManagement.com.

To help provide clients with an individualized experience, we here at Ruby have designed a mobile app that expands upon traditional receptionist services. The app offers the flexibility to choose when to have a Ruby receptionist answer or when to forward calls directly to advisors, and more!

Check out the article for the full scoop!

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*Ruby is delighted to offer a money-back guarantee to first time users of both our virtual receptionist service and our chat service. To cancel your service and obtain a full refund for the canceled service (less any multi-service discount), please notify us of the service you wish to cancel either within 21 days of your purchase of that service or before your usage exceeds 500 receptionist minutes/50 billable chats, as applicable, whichever occurs sooner. Some restrictions may apply.