Integration

    Redtail CRM and Volty

    Advisory firms on Redtail CRM let Volty book annual reviews with the servicing advisor and log client requests as activities and notes, with advice left to advisors.

    Talk to VoltyFree trial

    Updated

    Booking the annual review

    A client asks to meet. Volty reads the record and books the advisor's open time.

    PJ

    Patricia Johnson

    Email · Client

    Hello, my husband and I would like to schedule our annual review with Michael before year end.
    Redtail contactPatricia and James Johnson · Advisor Michael Ruiz · Last review Dec 2025
    VoltyHi Patricia, Michael has these times open in the next two weeks. Which suits you both?

    Michael Ruiz · Review

    Tue 10 Nov, 10amThu 12 Nov, 2pm
    Thursday at 2 please

    Waiting for approval

    Redtail activity: Annual review, Patricia and James Johnson, Thu 12 Nov 2pm, Michael Ruiz

    ApproveEditDecline

    Google Calendar

    Michael's week

    Tue 10

    Thu 12

    9a10a11a12p1p2p3p4p
    Team meetingReview · Tanaka
    Review · Johnson

    What Volty does with Redtail CRM

    Redtail CRM is a CRM for financial advisors and wealth management firms. Volty connects through Redtail's API, which Redtail grants a firm on request. Volty matches a client to their contact record, books their review with the advisor on record and proposes an activity or a note so the conversation is on file in Redtail.

    • The advisor on record

      Volty reads who serves the client and brings them in by name.

    • Reviews booked

      An annual review is offered at times the advisor has open.

    • Conversations on file

      What the client asked can be proposed as a Redtail note.

    • RMD and allocation questions go up

      Anything about investments goes to the advisor; Volty gives no advice.

    A financial advisor holding a printout across a table from a smiling older woman and older man, with colleagues walking past a glass wall behind.
    Review meetings booked with the advisor on record.

    Who called today

    An advisor asks Volty what clients wanted.

    Advisory team

    Volty · Team chat

    M

    Michael

    Anything from my clients today I should know about?

    VoltyAPP

    Three: the Johnsons booked their review for Thursday at 2. Samuel Owusu asked about an RMD date, and I passed it to you. Rosa Medina updated her address, and the change is waiting for your approval in Redtail.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Annual review invitations

    1. When

      First of the month

      Runs once per month

    2. Step 1

      Finds reviews due

      Last review 11+ months ago

    3. Step 2

      Invites each client

      Wording compliance approved

    4. Step 3

      Books the time

      With the advisor on record

    A woman in a knit sweater smiling at a message on her phone in an armchair by a bookcase and a window plant.
    Clients hear back the same day, from the right person.

    How Volty connects to Redtail CRM

    Redtail issues API access on request. Its form offers two routes: API Access for a firm's own use, and Redtail Partner for products sold to every Redtail user. Volty uses the firm route, under your credentials.

    1. 01

      Request firm API access

      Redtail's API request form, the option for personal or firm-only use.

    2. 02

      Agree the records

      Contacts, activities and notes; account values and holdings stay out unless you ask.

    3. 03

      Approve in Volty

      An admin approves the connection once.

    4. 04

      Set activity and note tools

      Booking an activity or adding a note starts Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Match a client to a Redtail contactReads
    • Read the advisor's activitiesReads
    • Book a review as a Redtail activityChanges
    • Log the conversation as a noteChanges

    Reading tools can be turned on straight away. Anything that changes Redtail CRM starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Do we need to be a Redtail partner?

    No. Redtail's API request form has an API Access option for a firm's own use, separate from the Redtail Partner program for products sold to all Redtail users. Volty's connection is for your firm only, so the firm route applies.

    Will Volty answer questions about a client's portfolio?

    No. Volty books meetings, confirms contact details and logs what the client asked. Questions about investments, RMDs or allocations go to the advisor on record. Volty gives no investment advice, and your firm's supervision and recordkeeping obligations stay with your firm.

    Is the conversation saved in Redtail?

    It can be. Volty can propose a note on the contact with what the client asked and what was booked. Notes start Off; with Check with staff, a colleague approves each one before it reaches Redtail.

    How much does it cost to connect Redtail CRM with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026