The office intercom for financial advisors

An advisor is needed at the front.

Tell an advisor a client has arrived without saying a name, or ask for forms from your desk. Everyone sees who answered.

Get early access

Everything here, for $10 a month for your whole office.

A live demo office: press a key and every other device gets the page

Office 1Advisor

Quick Pages

Meeting roomAdvisor

Meeting room · iPad
Office mapDemo office
Meeting room
Office 2
Office 1
Office 3
Reception
Quick Pages

ReceptionMaya

Office mapDemo office
Meeting room
Office 2
Office 1
Office 3
Reception
Office 2

Pages 0Tap to clear

Office 2Sam

Pages 08:14

Office 3Jo

Live demo

Every page has its own sound. Press a key on any computer, or tap the phone or watch, and listen.

What setup starts with

Setup offers about 40 kinds of business plus General. Every room, job and page can be renamed.

Jobs

  • Advisor
  • Associate
  • Assistant
  • Receptionist
  • Office Manager

Pages

  • Coffee needed · F1
  • Water needed · F2
  • Forms needed · F3
  • Copies needed · F4
  • Scanner help · F5
  • Client here · F6
  • Advisor needed · F7
  • Call for you · F8
  • Signature needed
  • Courier here
  • Meeting ready
  • Urgent help
  • Do not disturb
  • On the phone

Setup asks which room each computer is in; you add the other rooms on the Office map.

F1–F8 are the default keys for this computer’s selected pages. Setup lets you change that selection; the other starting pages have no key until you choose them.

Urgent help alerts your team. It doesn't call 911 and isn't an alarm system.

A day in that office

A client has arrived

Press F6 for “Client here” from reception without saying the client’s name. The advisor clears the page, and everyone sees who answered.

An advisor at the front

Press F7 for “Advisor needed” when someone needs an advisor at the front. The page names the sending room.

Forms for a meeting

Press F3 for “Forms needed” from the meeting room or your desk. Keep account details in your own systems, not in pages.

Cover the screen for a client

Press F9 for the Privacy screen when a client sits down. Pages keep arriving while the screen is covered.

One price for the whole office

Everything here, for $10 a month for your whole office.

See what your office could save

Get early access

Try the home demo