Redtail

Redtail is a CRM platform purpose-built for financial advisors, advisory teams, home offices, and broker-dealers. It centralizes contacts, accounts, notes, opportunities, calendars, client communications, documents, and compliance records. Teams can design automated workflows with task accountability, use more than 100 industry integrations, sync contacts and activities with supported email and calendar systems, and manage client relationships from web and mobile apps. Redtail's bundled products include Imaging for compliant document management and Speak for compliant, archived texting; the platform also lists an AI Assistant within Speak. It is a financial-services CRM with automation and AI features, not a general consumer budgeting or content-marketing tool.

✨ Key Features

• Advisor CRM — Manage contacts, accounts, opportunities, client records, and relationship history.
• Workflow automation — Build repeatable processes with tasks, triggers, deadlines, templates, and accountability trails.
• Client segmentation — Organize clients using customizable fields, lists, tags, and segments.
• Calendar and reminders — Share calendars, track activities, and manage office schedules and follow-ups.
• Sales pipeline — Track prospects and clients through opportunity and business-development stages.
• Reporting and exports — Run standard reports, create custom exports, and analyze client and activity data.
• Mobile app — Access CRM information and manage work away from a desktop.
• Industry integrations — Connect Orion, Schwab, eMoney, Office 365, Google, and more than 100 supported tools.
• Retriever Cloud / sync — Synchronize contacts and activities with compatible email and calendar platforms.
• Redtail Imaging — Store, index, search, share, and audit compliant client documents with bundled or eligible plans.
• Redtail Speak — Send compliant text messages, archive conversations, schedule messages, and manage attachments.
• Permissions and supervision — Apply role, contact, note, and opportunity permissions for teams and larger networks.

💳 Pricing

Redtail is a paid CRM subscription for financial-advisor firms. The current Orion page says pricing depends on user count and requires contacting sales or starting an evaluation for a current quote. The previously listed Launch and Growth amounts are not confirmed as current public prices.

A free trial is offered; confirm its duration, package, user limits, and onboarding terms in the account flow. It does not make the ongoing CRM subscription free. Communications, document features, integrations, and firm compliance requirements depend on the chosen package and approvals.

⚖️ Alternatives Compared

🎯 Use Cases

• Advisor onboarding: Import client data, assign responsibilities, and follow repeatable onboarding workflows.
• Client review meetings: Prepare reminders, activities, documents, calendars, and follow-up tasks.
• Prospect pipeline: Track opportunities from first contact through conversion and account opening.
• Financial-plan operations: Coordinate paperwork, communication, tasks, and integrations around client plans.
• Compliance communication: Send and archive compliant advisor-client text messages through Speak.
• Document management: Store, index, search, share, and audit client documents through Imaging.
• Team supervision: Use permissions, centralized visibility, reports, and workflow trails across an office.
• Calendar and contact sync: Keep CRM records aligned with supported email and calendar platforms.
• Broker-dealer operations: Standardize advisor processes and monitor activity across a larger network.

Redtail handles sensitive client, financial, and compliance information. Configure permissions carefully, verify broker-dealer and regulatory requirements, review archived communications, and confirm data retention, integrations, and security commitments in the current contract.