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Redtail CRM
Relationship management made easy for financial advisors, with contact and account management, workflows, and automation.
What is Redtail CRM?
Relationship management made easy for financial advisors, with contact and account management, workflows, and automation.
Product typeCRM & Revenue Operations
Pricing$39/mo · Per Seat
Deployment
APINot available
What teams use Redtail CRM for
relationship management
workflow automation
compliance management
document management
compliant text messaging
email archiving
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SEC guidelines
FINRA guidelines
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
