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Redtail CRM

CRM and revenue operations · by Redtail Technology

Relationship management made easy for financial advisors, with contact and account management, workflows, and automation.

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What it does

Relationship management made easy for financial advisors, with contact and account management, workflows, and automation.

  • relationship management
  • workflow automation
  • compliance management
  • document management
  • compliant text messaging
  • email archiving
Category
CRM and revenue operations
Users
financial advisors, broker-dealers, RIA firms
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • Free trial$0
    • Of the full Redtail Growth Plan for new users only
  • Per seat$39/user/month
    • Billed yearly or $45/user/mo billed monthly (Launch
    • Maximum 5 users)

Prices as published by Redtail Technology, checked Oct 2026.

Security and compliance

As reported by Redtail Technology. Ask for audit reports before you buy.

  • SEC guidelinesCompliant
  • FINRA guidelinesCompliant

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