Financial Advisors

Live chat for financial advisors

It’s versatile, fast, and it works!

LiveHelpNow opens the door to establishing a loyal advisor to client relationship. LiveHelpNow brings in more sales and referrals all while lowering your overall costs. Help clients directly with their immediate needs and questions. Give them the access to your advice in an organized, efficient manner. Our basic package is affordable and easy to use, so get started today.

Review of LiveHelpNow 2.0

LiveHelpNow - Financial Advisor Help Desk Software: Let your website do the talking!

See what LiveHelpNow interactive customer service tools can do for you

SFAs, Brokerage Firms, Financial Houses, and Financial advisors realize that quick analysis of financial data is important in a market that moves by the second. LiveHelpNow’s data analysis tools will provide up-to-the-minute qualitative information that is based on the investment habits of your customers and the current worldwide financial markets.

Knowledgebase System

LiveHelpNow’s keyword searchable knowledgebase puts your customers in touch with all of the services you offer. This allows them to make informed decisions and choose the services they need. This online system also puts your firm’s information up on your web site as well as current and relevant financial information.

Keeping you open 24/7/365

When your firm isn’t open, livechat can be the eyes and ears you need to help land new customers who are accessing your web site. With live chat, a live representative can interact directly with potential customers, providing them with information about your company that can convert them on the spot. If you are offline, customers can still get in touch with you, which makes you available at all times.

Know what your potential clients need

Gaining new clients and continuing relationships with current clients is a high priority for any financial advisor’s office. LiveHelpNow offers your representatives the ability to chat directly with potential clients or customers while they browse your Web site. As an example, if a potential customer is browsing your site using keyword searches to get financial advice, a representative can see those keywords and offer help that directly relates to what the person is searching for.

Converts new clients into loyal, long-term, returning customers

The old saying says that time is money. With a web presence that uses LiveHelpNow’s interactive tools, a financial house can help its customers find anything they need to know regarding current fiscal issues. You, as a financial advisor, can take information that is given by clients and tailor it into a program that fits directly with your client’s needs. This type of targeted customer service converts new clients into loyal, long-term, returning customers.

Increase Sales Now!
Open the door for customers.

Turn your website into a selling machine. Engage visitors, convert them into customers, and keep them coming back for more with our award winning suite of tools.

Live Chat
Engage visitors, generate leads, and delight customers.
Email-Ticket Management
Track customer inquiries and eliminate email mess.
Knowledge Base
Provide customers with all the information they need in order to make a confident purchase.
Call Management
Capture calls and never miss another sales opportunity.

Starting at $21 a month per agent

2013 Awards
Live Demo


We recently switched to LiveHelpNow for our email, chat and knowledge base service. We were immediately impressed by two things: One, how much out-of-the-box functionality they provide for such a reasonable price and two, how eager they are to help. The package is powerful, extensible, easy to use and customizable and the staff are smart, friendly and professional.


Joel Levin, Vice President,
Technical Support, Final Draft, Inc.


Our business has been using live help now for approximately 6 months now. I have seen other businesses use Chat on their websites and wanted to give it a try. We are so impressed with how simple it was to install within our website and the amount of information available.


Tammy Smith,