FINANCE & HEDGE FUND PHONE SYSTEMS BUILT FOR THE DESK.
Phone systems for NYC hedge funds, RIAs, broker-dealers, and family offices. Configurable call recording with retention, redundant trading-desk lines, and multi-partner extensions on a unified system, set up to align with your firm's recordkeeping policy.
In finance, every conversation is on the record.
NYC's finance sector, Midtown hedge funds, Flatiron RIAs, FiDi broker-dealers, family offices on Park Avenue, runs on conversations that have to be defensible years after they happen. SEC and FINRA recordkeeping rules don't care if your phone system was easy to use. Trading-desk lines can't drop during a market event. When a regulator or counsel sends a request, you need to produce the recording, not explain why you can't.
We deploy phone systems built around the requirements your compliance team already has. Configurable call recording with role-based access and retention policies you control. Redundant SIP trunking so a single carrier outage doesn't take down the trading desk. E-discovery export in standard formats. Multi-partner extensions, dedicated lines per fund, and per-extension recording flags so support staff aren't recorded by default.
Built for the trading desk, the partner office, and the audit.
Configurable Call Recording
Per-extension recording flags, encrypted at rest, role-based access, configurable retention to align with your firm's recordkeeping policy. Recording start/stop logged for audit.
Redundant Trading-Desk Lines
Dual SIP trunking with automatic failover. If the primary carrier has an outage, the desk doesn't drop. LTE failover on the internet side keeps voice alive when the building's fiber goes down.
E-Discovery Export
When counsel or compliance requests recordings for a date range, extension, or counterparty, export in standard audio formats with metadata. No vendor lock-in on your own records.
Multi-Partner Extensions
Each partner gets a dedicated direct-dial extension, voicemail, and softphone. Calls between partners are free. Hunt groups for incoming firm-line calls. Hold music optional and tasteful.
Dedicated Lines Per Fund
Running multiple funds or sub-advisors out of one office? Dedicated DIDs per entity, separate IVRs, separate recordings, all on one unified system. Clean separation for audit.
Mobile Softphones for Travel
Partners traveling to LP meetings or industry conferences keep their office extension on their iPhone. Calls placed and received on mobile remain on-system, recorded if your policy requires.
After-Hours & Weekend Routing
Off-hours calls from key LPs or counterparties route to the on-call partner's mobile. Voicemail-to-email with transcription (add-on) means you read the message before the market opens.
CRM & Order-Management Integration
Caller ID matched against your CRM (Salesforce, Dynamo, Black Mountain, custom) surfaces LP, counterparty, or vendor records before pickup. Reduces "let me pull up your account" delay.
Quiet, Discreet Hardware
Polycom and Yealink desk phones with HD audio, sidecar BLF for hunt-group monitoring, and Bluetooth headset support. No flashing LEDs or chirpy ringtones, designed to disappear into the office.
Phone, internet, and IT
for NYC finance.
One Brooklyn-based provider with a single point of accountability. Everything your finance firm needs for redundant, audit-ready communications.
Voice Service
Hosted VoIP with configurable call recording, redundant SIP trunking, mobile softphones, and CRM integration where available.
From $19.99 / line / mo
Business Internet
Primary fiber with LTE failover so trading-desk voice and order management stay up during carrier outages.
Redundant by default
Phone Systems
Cloud PBX with per-extension recording flags, multi-partner extensions, dedicated lines per fund, and CRM integration.
Full PBX included
Managed IT
Network design for trading desks, secure document handling, endpoint management, and helpdesk for partner and support staff.
Proactive monitoring
Repair & Cabling
Trading-desk wiring, conference room buildouts, secondary-suite expansions, structured cabling for new offices.
On-site NYC service
Virtual Services
Mobile softphones, virtual extensions for remote partners, voicemail-to-email with transcription (add-on), secure messaging.
Remote-ready
All 5 boroughs. Same-day on-site response.
Midtown hedge funds, Flatiron RIAs, FiDi broker-dealers, Park Avenue family offices, Brooklyn-based fund administrators, wherever your office is, we get there.
Common questions from finance firms.
How does call recording work for our compliance policy?
We provide call recording with encryption at rest, role-based access, configurable retention, and exportable audio with metadata. Your compliance officer should review configuration against your firm's specific recordkeeping policy, we'll set the system up to whatever standard your CCO defines.
What happens if our internet or carrier goes down during market hours?
Standard finance deployments include LTE failover for the internet side and dual SIP trunking for the voice side. If the primary carrier has an outage, calls automatically fail over to the secondary. The trading desk doesn't notice.
Can we turn recording off for support staff or specific extensions?
Yes, recording is per-extension. Set it on for partners, traders, and client-facing staff; off for ops, accounting, and admin. Configuration is logged so you can demonstrate the policy was followed.
How does recording export work?
You or your counsel can select a date range, extension, or counterparty number. The system exports the matching recordings as standard audio files with a metadata index (caller, callee, timestamp, duration, recording ID). No proprietary format.
Can each fund or entity have its own dedicated phone number and IVR?
Yes. We commonly run separate DIDs and separate IVRs per fund or sub-advisor on a single unified system, which keeps entity separation clean for audit while consolidating your phone bill into one provider.
More for finance firm partners.
Want the numbers before you call? Read how much business VoIP costs in NYC for real monthly totals across desk, recording, and multi-entity configurations.
Get your finance firm connected.
Pricing tailored to your line count, retention requirements, and address.