An AI front desk answers advisory website visitors from your own pages, hands any question about a person's money to an advisor, and runs $99 a month flat.
An AI front desk for a financial advisory firm answers website visitors from the firm's own published pages — services offered, office hours, how to schedule a consultation — without giving investment or planning advice. It shows the page each answer came from, and any question that touches a person's actual money goes to an advisor, not the assistant.
Most visitors want to know what services the firm offers, whether it works with a certain account size, how to book an initial consultation, and what documents to bring. The assistant answers those from the firm's own site. When a visitor wants to talk to an advisor, it takes their name and contact and sends it to the firm's inbox.
Whether to move money, which fund to pick, how to handle a 401(k) rollover — these are financial advice, and the assistant is built not to give it. That boundary is a standing rule in how the assistant is built, and every answer is separately checked against the business's published pages before it ships; separately, a deterministic crisis-and-hazard check runs in code before any model sees a message.
A second model checks every answer against the firm's own published content before it goes out. If the site doesn't cover something, the assistant says it doesn't know and offers to connect the visitor with an advisor instead of guessing at a fee, a minimum, or a recommendation.
$99 a month, flat, for one business and one website. No per-conversation meter, no tiers, cancel anytime. "A full-time front desk runs $4,000+ a month—and sleeps at night. The other tools quote their price on a sales call. This one is printed." "Intercom's published Fin pricing meters 99¢ per resolved conversation and $9.99 per qualified lead. Here both are covered by the flat $99."
The private working preview is free, built in under 24 hours, no card, and nothing goes live until the firm approves it.
A visitor on Cedar Ridge Advisors' site asks: "Do you offer a free first consultation?"
The assistant answers: "Yes, the first consultation is free and runs about 45 minutes. Source: Services page."
A different visitor asks: "Should I move my 401(k) into the fund you mentioned in your blog post?"
The assistant answers: "That's a decision about your own money, and I'm not able to make that call for you. I can pass your contact information to an advisor so you can talk it through with a person." That boundary is a standing rule in how the assistant is built, and every answer is separately checked against the business's published pages before it ships; separately, a deterministic crisis-and-hazard check runs in code before any model sees a message.
No. It only answers from what's published on the firm's site and sends any question about a visitor's own money to an advisor.
No. It has no access to client accounts. It answers general questions about the firm and hands off anything account-specific.
It declines the same way it declines investment advice, and offers to connect the visitor with the firm instead of guessing at tax treatment. Try the free private preview, built in under 24 hours, no card, at askmy.business.
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Build my free previewUpdated 2026-09-01 · AskMyBusiness by Vision Genesis · Knoxville, TN