# Wealthbox and Volty > Clients email about a beneficiary change and Volty proposes a Wealthbox task for operations, then tells them on WhatsApp whether the form has been sent. Advisory teams on Wealthbox let Volty turn client emails about beneficiaries, rollovers and forms into assigned tasks, and tell clients where each request stands. Talk to Volty · Free trial Updated 2 Nov 2026 ## 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 household · Steven Park · Park household · Advisor Laura Fischer · Ops Jamal Wright Volty Congratulations, 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 Approve · Edit · Decline 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. Connects with Wealthbox API v1, user access token Volty reads Contacts, households, tasks, notes Volty can change Tasks and notes, Off by default Setup The Volty team, with your operations lead Category Finance, legal & insurance 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 household · Task: 401k rollover paperwork · Yolanda Price · Completed 4 Nov Volty Hi 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 - When · A client emails a request · To the firm's service address - Step 1 · Volty matches the contact · And asks for the details - Step 2 · Creates the task · Ops lead approves it - Step 3 · Tells the client · Who is handling it 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. - 01 · Create the access token · A Wealthbox user clicks Create Access Token under Settings, API Access, and labels it Volty. - 02 · Pick the right user · Use an operations user whose visibility matches what Volty should see. - 03 · Approve inside Volty · An admin approves the connection once. - 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 household · Reads - Read open and completed tasks · Reads - Create a task for a team member · Changes - Log a note on the contact · Changes 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. ## Related integrations - Redtail CRM Finance, legal & insurance - AdvicePay Finance, legal & insurance - DocuSign Files & storage - Gmail Email - Outlook Email All integrations ## Start your free trial Talk to Volty · Start your free trial 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 The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [Finance, legal & insurance](https://voltade.com/integrations?category=finance) - [Redtail CRMFinance, legal & insurance](https://voltade.com/integrations/redtail-crm) - [AdvicePayFinance, legal & insurance](https://voltade.com/integrations/advicepay) - [DocuSignFiles & storage](https://voltade.com/integrations/docusign) - [GmailEmail](https://voltade.com/integrations/gmail) - [OutlookEmail](https://voltade.com/integrations/outlook) - [All integrations](https://voltade.com/integrations)