UnlimCall
Wealth management

Crystal-clear advisor calls. For high-net-worth clients.

Outbound SIP trunk for financial advisors, RIAs, and wealth managers. Direct Tier-1 routes, encrypted SIP transport end-to-end, named NOC engineer per account, dedicated CLI per firm.

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Tier-1 audio · TLS+SRTP · Named NOC · Dedicated firm CLI

The problem

Why advisor calls drop trust.

Audio quality

Latency destroys trust

A high-net-worth client can hear when audio is 250ms behind. Generic CPaaS routing through three resellers introduces detectable latency on long advisory calls.

Encrypted transport

Sensitive client data on the wire

Account values, holdings, allocation discussions — all sensitive. Generic SIP without TLS is a compliance hole.

Support

L1 helpdesk does not understand the business

When a call quality issue hits during a client review, the last thing you need is a tier-1 ticket queue.

The fix

Three concrete shifts.

Tier-1 routing

Direct carrier paths

Direct contracts with Tier-1 carriers in each market — no CPaaS reseller introducing audio degradation. Sub-50 ms edge audio in covered geographies.

Encrypted end-to-end

TLS for SIP, SRTP for media

Encrypted on the wire end-to-end. Sensitive client conversations stay confidential in transit.

Named NOC engineer

P1 direct over Telegram

Named engineer per account with a direct Telegram bridge. P1 acknowledged in 5 min, on-bridge within 15 min, 24/7.

The infrastructure

What floor managers ask.

  • Audio qualityTier-1 routes · sub-50 ms edge audio in covered regions
  • Encrypted transportTLS 1.2+ for SIP, SRTP for media
  • STIR/SHAKENattestation A end-to-end on US/CA
  • NOC SLAP1 ack 5 min · L3 on-bridge 15 min · 24/7
  • Recording retention7 years standard for FINRA / MiFID II workflows
  • ComplianceGDPR · MiFID II call-recording retention · DPA standard
  • Pricingvolume tier — quote-based at typical RIA concurrency
Pricing calculator →
Stack compatibility

Your CRM. Our trunk.

  • Salesforce Financial Services
    CRM dialer
    BYOT
  • Redtail CRM
    Wealth CRM
    BYO carrier
  • Wealthbox
    Wealth CRM
    BYO carrier
  • Junxure
    Wealth CRM
    BYO carrier
  • HubSpot Sales
    CRM dialer
    BYO carrier
  • Microsoft Teams Voice
    Direct routing
    standard SIP
  • Zoiper / Bria
    Softphone
    verified
  • Cisco Webex
    Calling
    standard SIP
Full integration matrix →
Onboarding

White-glove rollout.

  1. 01

    Compliance + DPA review

    DPA template returned for legal. SIG-Lite / CAIQ on request. SOC 2 Type II audit-in-progress letter available.

    Week 1

  2. 02

    Provision dedicated CLI

    Pool exclusive to your firm spins up in the portal. SIP creds with TLS-only enforcement.

    Week 1

  3. 03

    Side-by-side validation

    Test from one advisor first. Validate audio quality, attestation downstream, encrypted transport.

    Week 2

  4. 04

    Cutover

    Flip to 100% UnlimCall. Named NOC engineer assigned for ongoing support.

    Week 3

  • Direct Tier-1 routing — no CPaaS reseller in the path
  • TLS for SIP, SRTP for media — encrypted end-to-end
  • STIR/SHAKEN attestation A on US/CA outbound
  • Named NOC engineer per account — P1 ack 5 min
  • 7-year recording retention for FINRA / MiFID II
  • Dedicated CLI exclusive to your firm
Ready when you are

Pick a country.Pay in two minutes.

Pick a countrySee pricing calculator
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