Integration

    Wealthbox and Volty

    Advisory teams on Wealthbox let Volty turn client emails about beneficiaries, rollovers and forms into assigned tasks, and tell clients where each request stands.

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    Updated

    A beneficiary change

    A client asks to update a beneficiary. Volty proposes a task for operations.

    SP

    Steven Park

    Gmail · Client

    We had a grandson in September. I'd like to add him as a contingent beneficiary on my IRA.
    Wealthbox householdSteven Park · Park household · Advisor Laura Fischer · Ops Jamal Wright
    VoltyCongratulations, Steven. Jamal on our operations team will prepare the beneficiary form and send it for your signature. What is your grandson's full name and date of birth?
    Ethan James Park, September 4 2026

    Waiting for approval

    Wealthbox task for Jamal Wright: IRA contingent beneficiary form, add Ethan James Park, Steven Park

    ApproveEditDecline

    Wealthbox contact

    Steven Park

    Client
    Household
    Park household
    Advisor
    Laura Fischer
    Open tasks
    1
    Matched by
    Verified email

    Household and team as Wealthbox lists them

    What Volty does with Wealthbox

    Wealthbox is a collaborative CRM for financial advisors. Volty reads Wealthbox with an access token created under Settings, API Access, acting as the user who made it. A client asking to move money, update a beneficiary or get a form is matched to their contact, and Volty proposes a task for the right person on the team, with the details the client gave.

    • Client asks become tasks

      Volty proposes a Wealthbox task assigned to the right colleague.

    • Household on record

      Volty reads the contact and household before it answers.

    • Status of a request

      A client asking about a form hears where the task stands.

    • Planning questions to the advisor

      Volty handles paperwork status; investment questions go to the advisor.

    A financial advisor in a shirt and tie going over papers with an older couple at a table, a colleague working on a laptop behind them.
    Advisors meet clients. Volty handles the follow-up paperwork questions.

    Has my form been sent

    A client follows up. Volty reads the task.

    YP

    Yolanda Price

    WhatsApp · Client

    Did the transfer form for my old 401k go out yet?
    Wealthbox householdTask: 401k rollover paperwork · Yolanda Price · Completed 4 Nov
    VoltyHi Yolanda, yes. The rollover paperwork was sent to you on 4 November for signature. Would you like Jamal to resend it?

    As an automation

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

    Client request to task

    1. When

      A client emails a request

      To the firm's service address

    2. Step 1

      Volty matches the contact

      And asks for the details

    3. Step 2

      Creates the task

      Ops lead approves it

    4. Step 3

      Tells the client

      Who is handling it

    An older man in glasses and a gray sweater smiling at his phone in a worn armchair beside a bookcase.
    A client's request lands as a task with the right person.

    How Volty connects to Wealthbox

    Wealthbox lets a user create an API access token under Settings, API Access. The token acts as that user, so Wealthbox's own permissions decide which contacts, households and tasks Volty sees.

    1. 01

      Create the access token

      A Wealthbox user clicks Create Access Token under Settings, API Access, and labels it Volty.

    2. 02

      Pick the right user

      Use an operations user whose visibility matches what Volty should see.

    3. 03

      Approve inside Volty

      An admin approves the connection once.

    4. 04

      Switch task creation

      Creating tasks and notes starts Off.

    The tools Volty gets

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

    • Find a client and their householdReads
    • Read open and completed tasksReads
    • Create a task for a team memberChanges
    • Log a note on the contactChanges

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

    Common questions

    How does Volty access our Wealthbox data?

    A Wealthbox user creates an access token under Settings, API Access. The token acts as that user, so Wealthbox's permission settings decide which contacts and tasks Volty sees. We usually set it up under an operations user, and revoking the token there stops access at once.

    Can clients ask Volty about their investments?

    Volty answers about paperwork and requests, like whether a form went out. Anything about investments, allocations or planning goes to the advisor. Volty gives no investment advice, and your firm keeps its own compliance and recordkeeping duties.

    Who gets the task when a client emails a request?

    We agree the routing during setup, for example beneficiary and transfer forms to operations. Volty proposes the Wealthbox task with what the client gave, and with Check with staff on, your ops lead approves it first.

    How much does it cost to connect Wealthbox 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

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