Redtail Technology
SMS marketing software
Document management software
Financial services CRM software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Redtail Technology and its alternatives fit your requirements.
$39 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Banking and insurance
- Professional services (engineering, legal, consulting, etc.)
- Real estate and property management
What is Redtail Technology
Redtail Technology is a CRM platform designed primarily for financial advisors and wealth management firms to manage client relationships, workflows, and compliance-related recordkeeping. It centralizes contact records, notes, tasks, and activity history and supports integrations commonly used in financial services (for example, portfolio reporting, custodians, and email/calendar systems). The product is typically used by advisory teams that need a client-centric system of record with industry-specific fields and processes.
Advisor-focused CRM data model
Redtail is built around financial-advisor workflows such as householding, client review processes, and tracking interactions over time. This industry orientation can reduce the amount of customization required compared with general-purpose sales CRMs. It also supports structured client records that teams use for consistent servicing and documentation.
Integrations for advisory ecosystems
The platform is commonly deployed alongside other financial services systems and offers integrations that help reduce duplicate data entry. This is useful for firms that rely on multiple tools for portfolio reporting, account data, and communications. Integration breadth is a key selection factor in this category and Redtail is positioned to fit into established advisor tech stacks.
Workflow and activity tracking
Redtail provides tasking, workflows, and activity logging to help teams standardize client service processes. These features support operational consistency across advisors and support staff. The activity history can also help with internal oversight and client service continuity when team members change.
Not an SMS-first platform
While firms may use texting through integrations or add-ons, Redtail is not primarily designed as an SMS marketing system. Organizations looking for advanced SMS campaign tooling (segmentation, automation journeys, deliverability controls, and short-code management) may need a dedicated messaging product. This can add vendor complexity and additional administration.
Document management is limited
Redtail supports attaching and organizing documents within client records, but it is not a full document management system with deep versioning, advanced retention policies, and complex records management controls. Firms with heavy document governance requirements often pair it with a dedicated DMS. This can create additional integration and permission-management work.
Customization and reporting constraints
Compared with highly configurable CRM platforms, Redtail can be more prescriptive in data structures and workflow design. Some firms may find limitations in custom objects, complex automation, or highly tailored reporting. As a result, advanced analytics or bespoke processes may require external tools or workarounds.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Launch | $39 per user/month (billed annually) or $45 per user/month (billed monthly) | Up to 5 users; core Redtail CRM (secure mobile app, contact & account management, detailed reporting, integrations). Start your free trial. |
| Growth | $59 per user/month (billed annually) or $65 per user/month (billed monthly) | Unlimited users; includes everything in Launch plus Redtail Imaging (CRM-integrated document storage) and Redtail Speak (compliant texting). Free 30-day trial applies to Growth plan for new users. |
| Enterprise | Custom pricing | Customizable plans for larger teams/advisor networks; minimum license commitment required. Contact sales. |
Seller details
Redtail Technology
Sacramento, California, United States
2003
Private
https://www.redtailtechnology.com/
https://x.com/redtailtech
https://www.linkedin.com/company/redtail-technology
