Apptoto is an appointment reminder and online scheduling platform that connects directly with Redtail CRM to simplify how financial advisors manage client meetings. It syncs with your Redtail calendar and contacts to send automatic booking confirmations, appointment reminders, and follow-ups via text, email, or voice calls.
 
Advisors can also offer branded online booking pages for effortless scheduling, send targeted recall campaigns to engage clients year-round, and use fully archived two-way texting via a dedicated business number rather than personal phones. All of it works together to reduce no-shows, prevent cancellations, and give your team more time to focus on clients instead of chasing appointments.

IntegratedAdvisor seamlessly integrates with Redtail CRM Opportunities to ensure no opportunity slips through the cracks. Our automated tracking eliminates manual effort, giving advisors clear visibility into their pipeline. Intuitive dashboards help monitor progress, measure performance, and drive real growth.

RetireReady Solutions provides retirement planning software designed to help financial advisors educate clients and participants with confidence. Since 1986, RetireReady Solutions has developed innovative retirement readiness tools that simplify complex retirement decisions and help advisors move client conversations from sales to education. Its flagship product, The Retirement Analysis Kit — TRAK — helps advisors answer real-life retirement questions through clear, visual, and easy-to-understand retirement illustrations.

TRAK supports advisors working in the 401(k), 403(b), 457, and federal retirement markets, with tools for retirement needs analysis, paycheck analysis, Social Security timing, Roth conversions, tax-wise retirement income strategies, pension maximization, and more. TRAK also includes over 700 built-in pension plans, helping advisors illustrate pension benefits, survivor options, COLAs, and retirement income scenarios more efficiently.

By helping advisors simplify planning, educate clients, and engage participants, RetireReady Solutions equips retirement professionals to provide clearer guidance, build stronger relationships, and help individuals answer one of life’s most important questions: “Am I ready to retire?"

About Our Integration

Zocks is an AI-powered platform that automates meeting prep, note-taking, follow-up actions, and personalized client communications from client conversations—all without recordings. With the bi-directional integration with Redtail, Zocks can automatically create client meeting agendas utilizing past meetings and client information stored in Redtail. Zocks can also sync meeting summaries as events or notes in Redtail, create and assign tasks across your team, update or initiate workflows, and update key data fields in Redtail. The integration is designed to be easy to use and helps advisors save considerable time and effort by keeping records up to date and building client profiles and intelligence across meetings and households, thereby leveling up the client experience.

About Zocks

Its privacy-first platform helps financial advisors save 10 hours a week by automating administrative tasks such as meeting notes, forms, data entry, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms that rely on Zocks; learn more and start a free trial at zocks.io.

Points of Integration

• Bi-directional data sync

The Waterlily Redtail integration helps advisors bring long-term care planning into their existing client workflow. It allows advisors to bulk invite clients to Waterlily in just a few clicks, whether they want to invite all eligible contacts or only a selected group. It also connects Waterlily insights back into Redtail, making key long-term care planning data easy to access alongside the rest of their client information. This gives advisors a more connected workflow, reduces manual work, and keeps LTC insights readily available no matter where they are working in their tech stack.