Some financial tools are built for transactions. Redtail is built for relationships.
Yeah, that might sound cringey to some, but actual, genuine relationships in our work matter more than ever. These days, clients can trade and invest in real-time, access AI-driven planning tools, and balance their portfolios all from the same phone they use to order dinner, talk to their loved ones, and keep track of the rest of their lives. But tech alone doesn’t make people feel understood or supported. And in this business, those two things are everything.
Advisors aren’t the exclusive gatekeepers to wealth management anymore. You’re not the only source for investment info or product access. What sets you apart is your ability to make the complex feel personal. To turn data into dialogue. To build trust where an app can only push notifications.
That’s the kind of advisor Redtail is built for.
This Isn’t Just a Makeover
Yes, we refreshed the website (Look at the modern layout! The sleek font choices!) But this isn’t just about looking good. It’s about showing up better. The redesign reflects something deeper: a renewed commitment to being the platform that helps you connect with clients in real, meaningful ways.
Behind the scenes, we’ve been rebuilding with purpose. Redtail’s now faster, smoother, and more responsive to your daily rhythm.
- Up to 99% faster Contact Timeline. What used to take 20–30 seconds now loads in under half a second. It’s accessed about once per minute per user, so that time savings adds up fast across your day.
- 20% faster Activities Dashboard. As the most frequently used part of Redtail with over 2,000 hits per minute, this improvement delivers noticeable gains in responsiveness and daily flow.
- 41% faster Today Page. This is your CRM’s first impression. Cutting load time from 4.25 to 2.5 seconds helps your day start smoother and your focus stay sharper.
- 29% faster Calendar loading. One of the most-used parts of the platform now loads over a second quicker, streamlining your meeting prep and activity tracking with every click.
These aren’t surface-level touchups. These are foundational upgrades that remove friction from your day so you can spend less time waiting and more time working with your clients.
Built for the Human Advisor
Here’s what the last couple of years of data tells us. In Orion’s 2024 WealthTech Survey, 64% of firms said their future strategy centers on delivering a more personalized client experience.1
A year later? When asked how their advisor could do better, investors top answers were communication (39%) and personalized service (26%).2
That’s not a coincidence. It’s a signal.
People don’t want more dashboards. They want more clarity. They want a guide. Someone who knows them, gets their goals, and communicates like a human being, not a quarterly report or cell on a spreadsheet.
And that’s exactly the kind of value Redtail is here to help you deliver. Whether you're using workflows to automate thoughtful check-ins, creating custom fields to remember family details, or syncing with Orion tools to connect the dots between planning and performance, it all comes back to one thing: relationships.
Feedback Isn’t a Survey. It’s a Conversation.
Redtail Early Access, announced just last month, isn’t just a sneak peek at upcoming features. It’s our commitment to building Redtail with you, not just for you.
Recently made available for all users in their Preference section, Early Access gives every user a chance to explore new capabilities before they go live, then share real-world feedback that helps shape how those tools evolve. It’s not a one-way beta drop or a test lab hidden behind a ticket system. It’s a two-way conversation that puts your workflows, your needs, and your insight at the center of our product development.
And because Early Access runs right alongside your day-to-day Redtail experience, there’s no disruption. You can test, toggle, and explore without ever stepping outside your normal rhythm.
This is just the beginning. We're actively expanding how we collect feedback, going beyond surveys and support tickets to build more direct, actionable pathways between our users and our team. That includes internal feedback loops for trainers and support staff, as well as more user-driven channels like Redtail User Groups and built-in feedback tools coming soon.
We’re also working to give users more control where it matters most. Features like self-service CRM ownership transfers and more personalized platform settings are on the way, helping you manage your account on your terms.
All of it supports one clear goal: giving you the power to shape your CRM around the way you work and keeping us accountable to the community we serve.
The Real Update Is Trust
This refresh is just one chapter in a bigger story. It reflects where we’re going, not just with our tech, but with our relationship with you and this industry.
We want to be the partner you trust to help you build deeper, more personal, and more lasting client connections. Whether you’re advising someone through retirement, helping a couple buy their first home, or guiding a family through legacy planning, Redtail should feel like an extension of your own care and clarity.
Because your clients don’t just need a system. They need you. And you deserve a platform that helps you show up at your best.