For financial advisors & planners
You're in a review. It's booking the next one.
Someone downloads your guide at 9pm. A client's annual review comes due eleven months after you last thought about it. Neither one puts itself in front of you, and neither one waits. Bellows answers the first the moment it lands and remembers the second on your behalf — in your practice's voice, following your process, with nothing sent that you haven't approved.
Book a walkthroughThe whole front desk
What Bellows runs between your meetings.
Not another system to log into. A set of agents configured around how an advisory practice actually runs — discovery call, plan presentation, annual review — and operated on your behalf.
Wren answers
Every call, text, and web enquiry the second it lands — including the ones that arrive while you're in front of a client. It answers from what you've told it: your services, your process, your availability.
Follow-up that doesn't quit
The guide gets sent, then a welcome, then a nudge at three days, a week, and a fortnight — if that's your policy. Nobody who raised a hand goes cold because your week filled up.
The annual review, remembered
The moment you mark someone a client, Bellows starts the clock. A year later it prompts them to book their annual review, without you keeping the list or the calendar reminder.
Falcon runs your ads
On-brand campaigns drafted, launched, and tuned to keep discovery calls landing in the diary rather than referrals being the only source.
Booking, handled
Discovery calls, plan presentations, and annual reviews land straight on your calendar at the right length, with reminders that cut no-shows. No back-and-forth.
Content, on a schedule
Educational posts on RRSPs, insurance, and estate basics — written in your voice, with the educational-only disclaimer added in code after the draft, not left to a model to remember.
Plain-English reporting
See which enquiries turned into discovery calls, and which discovery calls turned into clients — without digging through a dashboard.
Approval-first, always
You approve it. Bellows sends it.
Wren drafts every reply and waits for you — until you trust it enough to let routine replies run on their own. Either way you can read every conversation, step in anytime, and pause it with one click.
Does it give advice, or reply without me approving?
No to both. Wren is set up for logistics — what you do, how your process works, when you're free — and its job is to get a discovery call in the diary, not to answer questions about someone's situation. And by default it drafts every reply and waits for your approval, so nothing reaches a client unread. You decide later what's allowed to run on its own.
Will it sound like my practice, not a call centre?
Wren is set up in your voice — your services, your process, your fee conversation, your tone. It isn't a shared script across every practice using Bellows.
How does the annual review reminder actually work?
The moment you mark a lead as a client, Bellows starts a sequence: a welcome, a follow-up a few days later, then a reminder at the one-year mark asking them to book their annual review. To be precise about what ships today: that reminder fires once, at a year. Reviews recurring automatically every year after that is on the roadmap, not live.
What about my CRM or portfolio software?
Bellows isn't a replacement for either — it's the front desk in front of them. It handles the enquiries, the follow-up, and the booking that happen long before anyone reaches onboarding paperwork or a portfolio.
Does this handle my compliance archiving?
No, and we won't pretend otherwise. Bellows keeps a readable, exportable record of every conversation it has, but it is not a books-and-records, supervision, or archiving product. Keep whatever your regulator requires; Bellows sits alongside it.
How fast can it be live?
Usually within a few days of a short setup call. We map your services, your voice, and your meeting types, then turn it on.
Who owns the data and the clients?
You do. Your practice, your clients, your data — exportable anytime.
Ready to stop being the bottleneck between meetings?
Book a 20-minute walkthrough and we'll show you exactly what Bellows would handle for your practice — no obligation, no jargon.
Book a walkthroughBuilt for independent financial planners, wealth-management practices, tax-focused advisors, and advisors serving business owners as well as individuals.