About
Redtail Technology is the leading CRM solution purpose-built for the financial services industry. Designed for financial advisors, operations teams, and broker-dealers, Redtail brings client relationships, communication, and compliance workflows into a single, easy-to-use platform. At its core, Redtail CRM allows advisors to manage contact records, track tasks, automate reminders, and keep their entire office aligned without anything falling through the cracks. The platform connects seamlessly with over 100 industry tools including Orion, Schwab, and eMoney, making it a true hub for advisor workflows. Beyond the CRM, Redtail offers a full communications suite: Redtail Speak provides broker-dealer-approved compliant texting that's archived and CRM-integrated; Redtail Imaging delivers searchable, secure, CRM-connected document storage for paperless offices; and Redtail Email auto-captures and archives every client email automatically. Compliance is built in at every layer — from SEC and FINRA audit readiness to supervised communication workflows for multi-office firms. Enterprise features allow branch supervisors to centralize CRM access, automate review processes, and scale service across offices. Redtail is trusted by some of the industry's biggest firms and is well-suited for solo practitioners, mid-sized advisory teams, and large enterprises alike. A 30-day free trial with all features included makes getting started risk-free.
Key Features
- Advisor-Focused CRM: Centralize client records, tasks, workflows, and communication history in one platform designed specifically for financial services professionals.
- Redtail Speak — Compliant Texting: Send and receive text messages with clients in a fully archived, broker-dealer-approved channel that integrates directly with your CRM.
- Redtail Imaging — Document Management: Store, search, and share client documents securely with CRM-connected document organization that supports a fully paperless office.
- Automated Email Archiving: Redtail Email automatically captures and archives every client email, eliminating manual compliance work and reducing regulatory risk.
- 100+ Integrations: Connect with leading advisor tools like Orion, Schwab, and eMoney to streamline data flow and eliminate duplicate entry across your tech stack.
Use Cases
- A financial advisor uses Redtail CRM to track client relationships, set automated follow-up reminders, and manage meeting notes — all from a single platform.
- An operations team at an RIA leverages Redtail to handle high-volume service workflows, update client records quickly, and ensure nothing falls through the cracks.
- A broker-dealer deploys Redtail across multiple offices to centralize CRM access, supervise advisor communications, and maintain SEC/FINRA compliance at scale.
- An advisor transitions to a paperless office using Redtail Imaging to store and search client documents securely, integrated directly into their CRM.
- A solo practitioner uses Redtail Email to automatically archive all client correspondence, eliminating the manual compliance burden of maintaining communication records.
Pros
- Purpose-Built for Financial Services: Unlike generic CRMs, Redtail is designed around the workflows, compliance requirements, and client relationship needs of financial advisors.
- All-in-One Communications Suite: Combines CRM, compliant texting, document storage, and email archiving in a single platform, reducing the need for multiple disconnected tools.
- Strong Compliance Coverage: Built-in SEC and FINRA compliance features — including supervised communication and automated archiving — reduce regulatory risk for advisors and broker-dealers.
- Broad Integration Ecosystem: Over 100 integrations with industry-standard tools make it easy to fit Redtail into an existing advisor tech stack without disruption.
Cons
- Financial Services Only: Redtail is built exclusively for financial advisors and wealth management firms; it is not suitable for businesses outside the financial services industry.
- Paid After Trial: While a 30-day free trial is available, ongoing use requires a paid subscription, which may be a barrier for solo practitioners on tight budgets.
- Broker-Dealer Approval Required for Speak: The compliant texting feature (Redtail Speak) requires broker-dealer approval before use, which may delay adoption for some teams.
Frequently Asked Questions
Who is Redtail CRM built for?
Redtail is purpose-built for financial advisors, operations and support staff, and broker-dealers — from solo practices to large enterprise firms.
Is there a free trial available?
Yes. Redtail offers a 30-day free trial with all features included and no credit card required, so you can explore the full platform before committing.
What compliance standards does Redtail support?
Redtail is designed to help firms stay compliant with SEC and FINRA guidelines, including automated email archiving, supervised communication workflows, and audit-ready record-keeping.
How does Redtail Speak work?
Redtail Speak is a compliant texting tool that lets advisors communicate with clients via SMS while automatically archiving every message in the CRM. It requires broker-dealer approval.
What tools does Redtail integrate with?
Redtail connects with 100+ industry tools including Orion, Schwab, and eMoney, enabling seamless data flow across your advisory tech stack.
