Connect the tools your firm already uses

Sync Outlook mail and calendar into each contact's timeline automatically, so every client message and meeting is captured for the relationship and for the record.

The same sync against Gmail and Google Calendar. Connect whichever your firm runs on — the timeline, the compliance trail, and the booking write-back work identically either way.

Read-only ingestion of calls, SMS, MMS, and voicemail into each contact's record, purpose-built for books-and-records retention. An advisor can connect their own line without waiting on anyone, or a firm admin can connect every line at once. Recording archives are included on the Max plan.

Calls, SMS, and voicemail from Zoom Phone, on the same read-only capture path as RingCentral. Verified live against Zoom Phone accounts in production since September 2026.

Teams voicemail lands in the contact timeline. Firm-wide Teams call logs are a Max-plan feature and require a Microsoft 365 tenant administrator to grant consent during setup.

A read-only client site on its own hostname. Clients see the plan and documents you share and upload the ones you ask for. Client logins are free and never count as a billed seat.

A Calendly-style scheduling site for your firm. Clients and prospects book open slots, meetings land on your connected calendar, and new prospects become leads automatically. Booking reads your free/busy and writes the event, so it needs a connected mailbox — included from the Professional plan up.

Automatically create lead contacts from SmartVestor referrals as they arrive, so new prospects land in your pipeline without manual entry.

Passwordless sign-in with Face ID, Touch ID, Windows Hello, and hardware security keys — for advisors and portal clients alike. Passkeys can satisfy your firm's MFA policy.

Contacts without a photo fall back to their Gravatar image, keeping your client list recognizable without any data entry.

Your own subscription runs on Stripe's hosted checkout and billing portal. We never see or store a card number.

Moving off Redtail? Our team imports your contacts, organizations, households, and note history from your export — notes keep their original date and author and arrive as finalized records. See the switching guide for what transfers.

A native iPad companion app for client meetings. The client is built and in internal testing; it has not been released yet, and the web workspace is what firms use today.

Automated reminders for client reviews and follow-ups, driven by activity in your households.

We expand the integration library based on what advisory firms ask for most. Tell us which tools you need next and it goes on the list.