Managed VoIP Phone Solutions For
Financial Firms

Save your financial firm money and give your business greater flexibility with your internet phone system by switching to Intulse VoIP.

Easy-to-Use Software

Native CRM Integrations

4.6 Capterra Rating

100% US-Based Support

Also Awarded Capterra’s 2020 Best Value VoIP Provider

What do you think about your current phone system?

Well, you probably want to be contacting your clients to close deals and manage high-dollar portfolios. Instead, you are researching a replacement for your phone system.

It’s 2020… we think your phone system should be the last thing you need to worry about!

What is a Managed VoIP phone system?

Managed VoIP means you will no longer have to worry about your phone system setup, updates, or fixes — It’s all covered in your dedicated support with our US-Based customer care teams. Tell us what you need, and we’ll get it done, and you can get back to business.

intulse VoIP Financial Services Business Phones System

Boost your business phone connectivity & mobility (plus your bottom line)

with our VoIP business phone system for financial services.

Options and features include:

  • Managed VoIP gives you a dedicated team to help you with anything, any time
  • Easy-to-Use Software + dashboard for better compliance and automation
  • Native CRM Integrations* with RedTailWealthbox, and Salesforce
  • Custom Pricing for a system that meets your specific needs and budget
  • 4.6 Capterra Rating, plus awarded 2020 Best Value VoIP provider
  • 100% US-Based Support means dedicated long-term customer service
  • Flexible Device Options allow you to buy new phones or bring your own devices (BYOD)
*If you’re using a different CRM, we’d love to build the integration for free (see details)

We promise to do what we say. We’ll earn your trust as your valued VoIP partner and back it up with a 30 day money-back guarantee.

We don’t just care about phones. We want to help you.

Make the better call & better your financial business

with the power of Intulse’s hosted VoIP phone services

Native VoIP Integrations with Financial Service CRMs

Featured Case Study

Independent Financial Service Firm Wins With a Comprehensive VoIP System for Redtail Technologies

Stewardship Advisors is an Independent Financial Services Firm focused on personalizing solutions and serving hundreds of clients in South Central PA. Working with Stewardship Advisors is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.

Voip phone system integration for Redtail technology

The Power of a Feature-Rich VOIP System


Software Dashboard

Give your organization unprecedented, easy control over your phone system in real-time with our unique app.

CRM Integration

Our Cloud-based phone system is capable of integrating with popular CRM packages (like Redtail, Wealthbox, Salesforce) for extraordinary call reporting.

Time-Based Routing

Calls are intelligently routed to different destinations, allowing callers to connect with you more easily.

Virtual Receptionist

Calls can be answered efficiently and consistently with personalized recordings.

Customized Greetings

Give your phone system a personalized touch by recording your own prompts and greetings.


Unlimited conference extensions make it super easy for your clients & prospects to meet with you.

Make the better call & better your business​

And Even More Features...

Unlimited Extensions

Easily add or remove extensions as your business changes.

Conference Calling

Multiple parties can be joined together on the same call.

Dial by Name

Allows callers to search the directory for a particular name.

Custom Hold Music

Make being on-hold easier by choosing your own music.

Voicemail to Email

All voicemail can be transcribed and forwarded to your email address.

Unlimited Faxing

Keep your existing equipment and/or receive faxes to your email.

Do Not Disturb

In a meeting? Send your callers directly to your voicemail.

Find Me/Follow Me

Route callers to multiple phones, including cell phones, etc.

Call Queues

Calls are placed and answered in the proper order.

Testimonials from our Clients

“They took the time to listen to the features we needed and the issues we were experiencing with our old system. They were able to build a system specifically for our firm that kept all of the features we needed and added features we did not have before.The icing on the cake is they are able to provide this level of customer service and customization of our phone system at a lower price than our previous provider! “

Mark B.Compliance Officer

“Comparing many companies, I liked that Intulse was smaller and seemed to care about customer service and you knew you were talking to the same support when issues or changes arose. The software offered way more than we ever were expecting and I was shocked at how much more we could do with our phone system.”

Chad S. ~ Chief Executive Officer

Here's how easy it is to get up and running with Intulse:

Schedule Your
Discovery Call

Book time with a VoIP advisor to learn more about our surprising flexibility and affordability

Demo &
Review Quote

On our call, we’ll dive into a full-feature demo, answer your questions, and review your custom quote

System Setup & Onboarding

After agreements are signed, we’ll set up your phones, configure your system, and train your team

Dedicated, Long-term Support

Your dedicated, 100% US-based support team is always just a click or a call away to help with your changing needs

Make the better call & better your business​

Financial VoIP Services from Intulse

At Intulse, we know that to be a highly-productive leader, you need an easy-to-use, integrated business communication system for financial services. The problem is you have a clunky and outdated phone system, which makes you feel stressed, anxious, and frustrated. It’s 2020! Your phone system should be one of the last things you need to worry about. 

We understand that your business needs more than a cookie-cutter VoIP solution. VoIP for financial advisors is going to have different needs than VoIP for accounting firms. That’s why we take time to know our clients — to deliver and support their connectivity needs. Our managed VoIP services handle everything for you. This commitment to customer service (and our easy-to-use VoIP software) have earned us a 4.6 rating and a feature as a Capterra 2020 Best Value VoIP provider.


Contact us Today for a Free Demo & Custom Quote

Just fill out the form, and we’ll be in touch soon to help you get:

  • Managed VoIP System gives you a dedicated team to help you with anything, any time
  • Easy-to-Use software with dashboard for better compliance and automation
  • Custom Pricing for a system that meets your specific needs and budget
  • 100% US-Based Support, with dedicated long-term customer service and support
  • Flexible Device Options allow you to buy new phones or bring your own devices

Frequently Asked Questions

Yes, almost every active voice/fax number is portable via federal guidelines, meaning you can likely keep your phone number. Intulse can confirm if your numbers are portable as part of the discovery call.

Learn More About Financial VoIP Services

Depends. If you are currently on a Cloud Based VoIP system, we can likely reuse your VoIP phones. If on a traditional analog system, then yes. There are also options to not use a physical phone at all.

Learn More About Financial VoIP Services

Not at all! Our onboarding professionals will be able to assist you with transitioning in a seamless manner, affording you zero downtime in making this valuable change. Learn more about switching to VoIP.

Learn More About Financial VoIP Services

Assuming you already have a broadband (not DSL) connection, you are likely fine. Our Codec uses 100 KBps per phone call, which means you can make/receive 10 simultaneous calls and you are only using 1 MB of bandwidth. Want more detail? Contact us or see our help documentation about network readiness.

Learn More About Financial VoIP Services

No. While the phones on your desk may not be able to ring due to internet/power outage at your location, the hosting site where your phone server resides is still up and functioning. We have several App & call forwarding options to keep you in touch with your customers and prospects.

Learn More About Financial VoIP Services

No, they are not required with Intulse.

Unlike other providers, we’re confident we’ll earn your trust, so we offer month-to-month as our standard contract.

However, with our custom pricing based on your needs and budget, we have the opportunity to offer you additional reduced rates if you want a long-term contract.

It’s important to check with your existing provider to be sure you are not currently under a long-term contract.

Learn More About Financial VoIP Services

That is very possible. With the Intulse Dashboard App, you can make and receive calls on your Apple/Android device easily, without disclosing your personal cell number.

Learn More About Financial VoIP Services

If you use another provider, the answer is Yes! However, Intulse takes care of all the system set-up and ongoing updates/changes/alterations for you… it’s a breeze! We become an extension of your organization, supporting your phone system. And did we mention that all of our support is US-based?

Learn More About Financial VoIP Services

Intulse has VoIP integration with Redtail, Wealthbox, Salesforce, Zoho CRM, HubSpot, and more. If you’re using a different CRM, we’d love to build the integration for free (see details).

Learn More About Financial VoIP Services

Schedule Your Discovery Call

Live, Full-Feature Demo and a Custom Quote based on your specific needs is included.

We don’t just care about phones. We want to help you!

Make the better call & better your business

with the power of an Intulse managed VoIP phone system