CRM for Financial Advisors

Smarter CRM.
Stronger Relationships.

Stay connected. Stay compliant. Stay ahead.

CRM That Works the Way You Do

Built for advisors. Backed by service. Designed to make your day easier.

Redtail helps financial professionals stay organized, strengthen relationships, and simplify compliance — all in one easy-to-use platform.

Keep client data, communication, and workflows in one place.
Automate tasks and reminders to free up your team.
Connect Redtail with 100+ tools you already use.
Designed for advisors, teams, and enterprises alike.

Trusted by Some of the Industry's Biggest Firms

Simplify Your Work

Redtail is purpose-built for the financial services industry, helping advisors and their teams manage relationships, automate workflows, and stay audit-ready — without sacrificing ease of use.

Financial Advisors
Operations and Support
Broker-Dealers

Built for Firms of All Sizes

Do More With Less

Deliver a high-touch experience, automate daily tasks, and integrate with your favorite tools like Orion, Schwab, and eMoney — all from a single, advisor-friendly platform.

Power Tools for Power Users

Stay Organized.
Serve Better.

Update records, track tasks, and find client info fast. Redtail is built to support high-volume service workflows without letting anything slip through the cracks.

Compliance Built In

Scale Service
Across Offices

Supervise communication, automate review processes, and centralize your CRM across teams — all while staying compliant with SEC and FINRA guidelines. Redtail helps your firm stay connected, efficient, and audit-ready.

01

Start Your Free Trial

Get hands-on with Redtail in minutes — no credit card, no commitment.

02

Get Set Up Fast

Whether you're starting fresh or switching systems, our team helps you hit the ground running.

03

Grow With Support

From day one to year five, Redtail is here with the training, service, and resources to keep your firm moving forward.

30-Day Free Trial

Ready to Get Started?

Try Redtail free with our 30-day, risk-free trial — all features included immediately.

Start Today

Full Communications Suite for Advisors

Discover All Redtail Has to Offer

Redtail goes beyond contact management — offering tools to streamline communication, stay compliant, and deliver a client experience that feels personal.

CRM
Speak
Imaging
Email

CRM

Simplify relationship management, streamline workflows, and keep your whole office aligned.

Is It for You?

If your client relationships live across spreadsheets, email threads, and mental notes, it’s time to centralize everything with Redtail CRM.

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Speak

Secure, compliant text messaging for advisors* — fully archived and CRM-integrated.

Is It for You?

If clients are texting your team anyway, Redtail Speak makes those conversations compliant — without slowing you down.

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*Subject to broker-dealer approval

Imaging

CRM-integrated document management that’s searchable, shareable, secure, and easy to use.

Is It for You?

If you're ready to reduce clutter by going paperless, Redtail Imaging has you covered — with secure, searchable, CRM-connected storage.

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Email

Capture and archive every client email — automatically and securely.

Is It for You?

If you’re manually archiving emails (or not archiving them at all), Redtail Email takes that risk off your plate — automatically.

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100+ Industry Partners

Who Does Redtail Integrate With?

See Our Integration Partners

Training and Support

By Your Side
Every Step of the Way

Whether you prefer in-person learning or on-demand help, Redtail makes it easy to master the tools your firm relies on. From onboarding to advanced workflows, we’ve got you covered.

Redtail University

Join us on the road for Redtail University — our popular classroom-style training series that brings advisors together for hands-on learning.

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Virtual Training Sessions

Work directly with a Redtail trainer in a one-on-one or group virtual session. We'll tailor the agenda to what matters most to your team.

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Learn at Your Own Pace

Explore live webinars, recorded training videos, and curated playlists to guide your team through the most important Redtail tools.

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Onboarding and Optimization

Get the most out of Redtail with guided onboarding, CRM assessments, and custom training options.

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Advisor Testimonials

What Raving Fans Are Saying

Join the thousands of advisors who trust Redtail to build stronger client relationships.

Keeps all pertinent information in one place, keeps us organized, and makes sure we never miss anything important.

— Jennifer C.

Workflows are the best in the industry and I have used several CRMs. If you like checklists or organized processes this is the CRM for you.

— John B.

Redtail has been a game changer.

— Julie F.

Redtail makes it very easy for me to keep information in one place. Whether looking at one household or all of my business together, I can get to the info I need quickly and easily.

— Adam C.

We use Redtail every day, and the more we use it the more we get out of it. We find something else we need, just ask the chat and sure enough Redtail probably has it. It has so many features and integrates seamlessly with our back office and emails.

— Alex D.

As a boutique RIA, Redtail has been a great fit for us — we utilize it daily to schedule our day-to-day meetings, develop our internal database of customer data, and monitor customer contact history.

— Earl B.