Investment advisory firms run on recurring relationships, and the renewal conversation is where those relationships either deepen or quietly lapse. A client coming up on an annual review, a fee-based planning agreement, or a wealth management engagement has already decided to work with you once. Reconfirming that decision costs a fraction of winning a new client, and the payoff compounds: firms with strong retention command higher valuations, and existing clients are your best source of referrals. The problem is execution. Most advisory teams are small, and renewal outreach is the first task that slips when advisors spend their days in client meetings. When nobody calls 30 to 60 days before a renewal date, clients drift, fee agreements lapse, and a competitor gets the meeting instead. That's where structured renewal and retention calling comes in: a campaign with one clear goal, run against approved client lists, with outcomes routed back to your advisors. This guide compares five options for investment advisory firms in 2026, from done-for-you managed AI calling services to advisory platforms and renewal automation software. Each was evaluated on renewal timing, list and consent discipline, compliance posture, pricing transparency, and how outcomes actually get back to your team.
#1 My AI Call Center — Calling starts at 9¢ per connected minute, tiered by volume, with the rate locked for the campaign. Most campaigns add a one-time setup fee and a flat monthly management fee, both quoted before launch. No per-seat charges, no platform bill, no minimums you didn't choose. The first campaign review is free.
My AI Call Center (myaicallcenter.app) is a done-for-you managed outbound calling service owned and operated by AIQ Labs, based in Halifax, Nova Scotia, with a U.S. operating base in Austin, Texas. The promise is simple: run more useful calls without building a bigger call center. Rather than selling software you implement or dialer seats you staff, it sells campaigns that are run for you. You bring one clear goal, and the team scopes, quotes, and executes the campaign end to end, with the full cost known before you approve launch.
Pros
- Fully managed service, so no software to configure and no staff to hire or train
- List and consent review protects your firm from compliance exposure before a campaign ever launches
- Transparent, locked pricing with the full campaign cost quoted before launch
- Outcome reporting with real disposition codes and no invented metrics
- Nothing launches until you approve the script, disclosure, opt-out handling, and escalation path
Cons
- It's a managed campaign service, not a self-serve platform you log into and run yourself
- Focused on outbound calling rather than full inbound client servicing
- Requires approved, permissioned, or reviewed lists, so firms relying on cold purchased data will be declined
- Campaign requirements vary by location, industry, contact type, and consent status; clients are responsible for obtaining appropriate legal guidance before launch
Best for: Investment advisory firms, multi-advisor practices, and membership-based financial services organizations that want structured renewal and retention calling handled for them on approved, permissioned client lists, without hiring callers or buying dialer software.
#2 Retirable — 1% AUM with a cap of $10,000 annually; $0 account minimum.
Retirable is a retirement-focused advisory firm built specifically to help current and soon-to-be retirees manage their retirement income. According to WSJ Buy Side's 2026 evaluation, it received a 5.0 rating and was highlighted as the best pick for easy retirement income management. Clients work with a dedicated advisor who builds a custom monthly spending plan, then receive a monthly paycheck and a debit card for accessing funds. For advisory firm leaders, the relevant takeaway is the retention model itself: ongoing advisor availability through calls, texts, emails, and video meetings makes client retention a natural part of the service rather than a separate workflow.
Pros
- Purpose-built for the retiree income management problem
- Annual fee cap protects clients with larger portfolios from runaway costs
- Dedicated advisor relationship supports retention through ongoing contact
- No account minimum broadens access
Cons
- Not an outsourced calling service, so other advisory firms cannot license its retention workflow
- In-person meetings are not available
- Requires clients to transfer retirement savings into Retirable's chosen custodian (Altruist)
Best for: Individual retirees and soon-to-be retirees seeking a dedicated advisor and a structured monthly income plan. It is not an outsourced calling solution other firms can license, but it is a useful benchmark for what a retention-first service model looks like.
#3 Facet — Flat annual fees ranging from $2,600 (Core) to $5,500 (Plus) to $8,700 (Complete), depending on membership tier. Estate planning add-on is $1,200 for the first year and $100 per year after. No fee to join; a $500 investment minimum applies.
Facet is a flat-fee financial advisory firm that received a 5.0 rating from WSJ Buy Side in 2026 and was highlighted as the best flat-fee advisor company for retirement planning. Its retention dynamic comes from the flat-fee structure and the breadth of planning services bundled into each membership tier. Clients can either have Facet manage their investments or use the firm for advice on outside accounts they manage, and comprehensive planning covers areas retirees typically need, including tax optimization. Tax preparation is included with Plus and Complete memberships, and estate planning is available across all tiers as an optional add-on. For firms studying retention, Facet shows how bundling planning services into a predictable annual fee gives clients more reasons to stay beyond portfolio performance alone.
Pros
- Predictable flat-fee pricing rather than AUM-based fees
- Breadth of bundled planning services supports retention
- Tax preparation included at higher tiers
- Strong third-party rating in 2026
Cons
- Not a calling service or retention tool other firms can adopt
- $500 investment minimum applies
- Estate planning costs extra at every tier
Best for: Firms benchmarking flat-fee, service-bundled retention models, and clients seeking comprehensive planning at a predictable annual cost.
#4 Sonant — Contact for pricing
Sonant is an AI voice platform built around what it calls the answered-call path to retention: answer the service calls that come in, complete the follow-ups they generate, and make renewal touches on schedule. According to its website, the platform answers service calls at first ring 24/7 in English and Spanish, resolves routine requests end to end, and writes every interaction to the agency management system within 60 seconds. For renewal work, Sonant runs a 90/60/30-day renewal touch cadence, automating routine touches such as confirmations, change capture, and payment reminders, and routing price-shocked or re-shop conversations to a licensed human while there is still time to save the relationship. It cites IIABA retention benchmarks and J.D. Power data, and claims consistent 90/60/30-day renewal touches can move retention 2 to 4 points on their own. Note that Sonant is built for insurance agencies, so advisory firms with insurance or annuity books should verify fit in a demo.
Pros
- Covers the full phone-retention chain: inbound answering, follow-ups, renewal touches, and save calls
- Deep integrations across major insurance management systems
- Bilingual coverage in English and Spanish
- Fast deployment; the company says levers are operational and deploy in days
Cons
- Primarily an inbound-first model; heavy proactive outbound campaigns are not its stated focus
- Pricing not published, so total cost requires a demo conversation
- Built for insurance agencies, so advisory-specific fit should be verified
- Software platform, so your team still owns campaign strategy and list quality
Best for: Insurance agencies, and advisory firms with insurance-heavy books, that want AI handling inbound service calls and automated renewal touches with licensed humans taking save conversations.
#5 Renewtrak — Contact for pricing
Renewtrak is a renewals-led growth platform that automates the quoting side of renewals rather than the calling side. According to its website, the platform integrates with your CRM and CPQ so renewal quotes are created and auto-issued to clients, with automated renewal reminders sent in a cadence up to 180 days before the renewal event. For an advisory firm, that could mean a client receives an interactive renewal quote for their planning engagement without anyone on your team generating it manually. The quotes are dynamic: clients can select upgrade and add-on options and watch the quote update in real time, then complete a self-checkout with one click. Renewtrak also provides visibility into what happens after a quote is issued, including who viewed it and how the client interacted with it, plus real-time renewal metrics such as likelihood-to-renew scores. The important consideration is that Renewtrak is a software platform, not a calling service. No one makes outbound calls on your behalf, so your team still handles the conversational side of renewal outreach, including clients who don't engage with the self-serve quote.
Pros
- Quotes are auto-issued, eliminating manual quote generation
- Upgrade and add-on options are built directly into the interactive quote
- Self-checkout reduces administrative workload for straightforward renewals
- Enterprise-scale customer references validate the platform's capability
Cons
- Software platform, not a calling service: no outbound calls are made on your behalf
- Requires internal staff to act on quotes and engage clients who don't self-serve
- Pricing is not publicly disclosed
- Primary design focus is B2B subscription and channel renewals, so advisory-specific fit should be confirmed in a demo
Best for: Advisory firms and subscription-based organizations that want automated quote issuance and self-service renewal checkout, run by an internal team.
Renewal and retention calls are among the highest-leverage outreach an investment advisory firm can run, but only if someone actually makes the call before the renewal window closes. If you want the calls handled for you, My AI Call Center is the strongest option in 2026: a managed service with strict list and consent discipline, TCPA-aligned compliance with AI disclosure on every call, locked pricing quoted before launch, and outcome reports with real disposition codes routed back into your CRM. If you're benchmarking retention-first service models, Retirable and Facet show what dedicated relationships and bundled planning can do. If your book includes insurance business, Sonant automates renewal touches around inbound service calls, and Renewtrak automates the quoting side for internal teams. Whichever path you take, the timing matters: reach clients 30 to 60 days before the renewal date, confirm intent, and surface concerns while there's still time to act. Plan My Campaign with My AI Call Center to scope your first renewal campaign; the first campaign review is free, and you'll know the full cost before you approve anything.
Frequently asked questions
What makes My AI Call Center different from other renewal calling options?
It's a managed service, not software. You buy campaigns that the team runs for you, each scoped around one clear goal and quoted in full before launch. Campaigns run only against approved, permissioned, or reviewed contact lists, with list source and consent records checked before anything launches. Bought lists without clear permission records are flagged and, in most cases, declined. After the campaign, you get a named outcome report with disposition codes (confirmed, qualified, renewed, opted out, no answer), per-call notes, and follow-ups routed back into your CRM and scheduling tools. The company commits to no invented numbers in its reporting.
When should renewal and retention calls go out for advisory clients?
My AI Call Center's Renewal & Retention Calls campaign is designed to run 30 to 60 days before the renewal date. That window gives your advisors time to save wavering clients, adjust scope or pricing, and complete follow-up before a fee agreement or planning engagement lapses. Sonant uses a similar logic with its 90/60/30-day renewal touch cadence, and Renewtrak sends reminders up to 180 days out.
How much does renewal calling cost?
My AI Call Center starts at 9¢ per connected minute, tiered by volume, with the rate locked for the campaign. Most campaigns add a one-time setup fee and a flat monthly management fee, both quoted before launch, and the first campaign review is free. Retirable charges 1% AUM capped at $10,000 annually. Facet charges flat annual fees from $2,600 to $8,700 by tier. Sonant and Renewtrak do not publish pricing, so you'll need a demo conversation.
Is AI-generated calling compliant for advisory firms?
My AI Call Center treats AI-generated voices as artificial voices under the TCPA, which means prior express consent is required before calling. State-specific quiet hours, day restrictions, and registration rules are honored, AI disclosure is made on every call, and keyword opt-outs like STOP and REVOKE are logged immediately and carried into client DNC records. Campaign requirements vary by location, industry, contact type, and consent status, and clients are responsible for obtaining appropriate legal guidance before launch.
Do I need clean contact data to run a renewal campaign?
Yes. My AI Call Center only runs campaigns against approved, permissioned, or reviewed contact lists, and it checks list source and consent records before launch. If your list won't support the campaign, you'll be told plainly before you spend anything. Firms relying on cold purchased data without permission records will be declined. This discipline is a feature for advisory firms, since your renewal list is made up of existing clients who already have a relationship with you.
Can renewal calls also surface upsell opportunities?
Yes. My AI Call Center offers a separate Renewal Quoting & Upsell Calls campaign type that confirms renewal intent, quotes the next term, and captures upsell interest in a single structured conversation, such as a tax-planning add-on, an insurance review, or a consolidated account. Renewtrak builds upgrade and add-on options directly into its interactive renewal quotes. Either way, upsell interest is captured as a routed follow-up for your advisors rather than handled entirely on the call.
What happens to the outcomes after the calls are made?
With My AI Call Center, you receive a deliverable package including a dispositioned contact list, outcome counts, routed follow-ups, a completion and coverage report, and opt-out and DNC logs. Hot leads transfer to your team live or land directly in your CRM, so an advisor can pick up the conversation while the client's intent is still fresh.