What is Redtail CRM used for?

Redtail CRM is a CRM built for financial advisors and wealth management firms to manage client relationships, automate workflows and stay audit-ready. It is a good fit for client management for independent advisors, audit-ready records for broker-dealers and migrating from another advisor CRM.

How much does Redtail CRM cost?

Paid plans for Redtail CRM start at $45 per seat per month, and there is no free plan. A free trial is available.

Is Redtail CRM open source?

No. Redtail CRM is proprietary (closed-source) software and can't be self-hosted. Open-source alternatives to Redtail CRM include SuiteCRM and EspoCRM.

What are some alternatives to Redtail CRM?

Redtail CRM competes with Wealthbox, Salesforce and HubSpot. For open-source options, see Enlisted's ranked list of open-source Redtail CRM alternatives.

Redtail CRM: features, pricing and alternatives

About Redtail CRM

Redtail CRM is a commercial customer relationship management product built specifically for financial advisors, operations staff and broker-dealers. It keeps client data, communication and workflows in one place and aims to simplify compliance and audit readiness.

Redtail Technology's product line also includes Speak for compliant texting, Imaging for secure document organization and an Email tool that archives every email automatically. Task and reminder automation reduces manual work, and integrations connect Redtail with tools advisors commonly use, such as Orion, Schwab and eMoney.

Redtail is hosted software for firms from solo practices to enterprises, with a free trial, plans and an enterprise option. Support resources include onboarding, a knowledge base, migration requests and training through Redtail University.

Key features

Client data and relationship management
Workflow, task and reminder automation
Compliant texting for advisors
Secure document imaging
Automatic email archiving
Integrations with Orion, Schwab and eMoney

Good fit for

→Client management for independent advisors
→Audit-ready records for broker-dealers
→Migrating from another advisor CRM

Tags: crm; financial-advisors; wealth-management; compliance; workflow-automation; saas

Redtail CRM: questions and answers

What is Redtail CRM used for?: Redtail CRM is a CRM built for financial advisors and wealth management firms to manage client relationships, automate workflows and stay audit-ready. It is a good fit for client management for independent advisors, audit-ready records for broker-dealers and migrating from another advisor CRM.
How much does Redtail CRM cost?: Paid plans for Redtail CRM start at $45 per seat per month, and there is no free plan. A free trial is available.
Is Redtail CRM open source?: No. Redtail CRM is proprietary (closed-source) software and can't be self-hosted. Open-source alternatives to Redtail CRM include SuiteCRM and EspoCRM.
What are some alternatives to Redtail CRM?: Redtail CRM competes with Wealthbox, Salesforce and HubSpot. For open-source options, see Enlisted's ranked list of open-source Redtail CRM alternatives.