Think about the last time you watched something go off without a hitch.
A great concert. A flawless client event. A meeting where everything just clicked. From where you were sitting, it might have looked effortless. But behind all of it? A crew. A team of people who showed up early, stayed late, moved a hundred things you never saw, and made sure the person out front had everything they needed to be great.
That's what a great crew does. And for your practice? That's exactly what Redtail does.
We're not interested in handing you a login and calling it a relationship. We never have been. We’re interested in what happens to your practice when your CRM is working the way it should. When your processes run smoothly. When your follow-ups don't slip through the cracks. When your team stays aligned without micro-managing every minute the day, your clients feel the difference. Even if they can't quite explain why.
That's not software doing its job. That's a crew that knows the show by heart.
But a stellar crew doesn’t just show up and nail it on the first try with little effort. They rehearse. They prep. They learn and train on how to get better because the show depends on it. And that's exactly why we've built an entire training program around helping you get more out of Redtail. Not someday. Today.
The Results Speak for Themselves
The 2026 T3/Inside Information Software Survey is the largest and most comprehensive advisor technology survey in the industry. Nearly 3,000 financial advisory firms participated this year, and the results for Redtail were impossible to ignore.
Redtail came in at nearly 43% market share in the CRM category1, solidifying a dominant position we've held consistently over the years. To put that in context, the next closest CRM? 18%. That gap isn't an accident. It's the result of years of showing up for advisors the way a great crew shows up for a headliner. Consistently, reliably, and with a deep understanding of what the show needs to be a blockbuster.
The survey also noted something we think matters more than market share alone. Redtail's strength runs across all firm sizes and experience levels, but is especially strong among dually-registered advisors and larger, more established practices. These are firms that have options. Firms that have been around long enough to know exactly what they need from a CRM partner. And they choose Redtail.
That doesn't happen by accident either. Every CRM out there will help you take notes, manage contact information, and help the workflows run smoothly. It happens because of the relationships we build, the support we provide, and the training programs we've invested in so that advisors don't just pay for Redtail, they know how to use it.
You've Got More Support Than You Realize
Before we even get to the big events, it's worth knowing that we’re already in your corner. Right now, at no extra cost.
Our Support Help Desk is built to get you real answers fast, without sending you down a rabbit hole of articles that almost, but don't quite, match your situation. Written by real people, containing real answers, with no runaround.
We also run live webinars every single week. Free to attend, led by experienced Redtail trainers who know this product the way a seasoned crew knows every cable, every cue, and everything that can go sideways before it does. These sessions cover everything from foundational features to more advanced process management workflows, and there is a live Q&A at the end to make sure you leave ready to hit the ground running.
And if you want something tailored specifically to your firm, we offer free one-on-one training sessions. Just you and a trainer, zeroed in on exactly what you're trying to figure out. No generic walkthroughs. No time spent on stuff you already know.
Think of these as the everyday work. The load-in. The soundcheck. The things that keep you sharp between the bigger moments.
Hit the Road: Redtail University
Some learning happens gradually, in the background, a little at a time. And then some happens when you commit to a full day, show up somewhere new, and let yourself go deep.
That's Redtail University.
RTU is a full-day, in-person training event built exclusively for Redtail users. This year, we're taking it on the road to Atlanta, Salt Lake City, St. Louis, and more throughout 2026. It's less like a conference and more like a tour stop. You know what you're there for; the crew is ready, and by the time the day is done you're leaving with a clearer picture of how to run your practice than when you walked in.
And if you've been to an RTU before, here's something worth knowing. This isn't the same event you’ve attended in the past. We rebuilt it.
New agendas, new workbooks designed to get you more actively involved, and a sharpened early focus on Workflows and real-world case study discussions. The tracks even have new names. What used to be called Implement is now Foundations. What used to be called Strategy is now Perspectives. The names are new, but more importantly, so is the content inside them.
Here's how to think about which track is right for you.
The Foundations track is a practical, step-by-step track focused on core CRM tools and processes. It’s best for newer users or anyone looking to strengthen confidence in everyday Redtail use.
The Perspectives track is a strategy-focused track designed for experienced users who want to optimize everyday processes, client management, and CRM-driven practice growth.
Not sure which track fits where you are right now? We’ve got a quick and easy 30-second quiz for you that’ll help you find the spot that’s best for you.
Both tracks are hands-on, both are led by people who live and breathe this stuff, and both send you home with something you can use the next morning. Not just a workbook, some branded merch, and a vague sense of inspiration.
The Full Tour: Align University
For firms ready to go even further with Redtail AND Orion tech, there's Align University.
Redtail University is a focused, one-day deep dive on the most important tool in your office: Your CRM. Align is the full tour. Two days, a wider map, and a program built for teams that want to understand not just Redtail, but the broader Orion technology ecosystem. How everything connects, where the efficiencies live, and how to build a practice that runs on solid systems instead of memory and good intentions.
Align offers three tracks: a Redtail-focused path, an Orion Technology path, and a Best of Both track for teams that want the complete picture. You come in wanting to get more out of your tech, and you leave feeling ready and aligned. See? That's why we call it that.
In 2026, we have Align University events headed to Minneapolis, Pittsburgh, and Phoenix.
The Crew Is Ready. Are You?
Every great show starts with a crew that's prepared. Redtail has always been more than software. It's a commitment to showing up for your practice, doing the work behind the scenes, and making sure that when you're in front of a client, everything behind you is already humming.
Nearly 43% of the advisor profession already trusts Redtail to be that crew. The question is whether you're getting everything out of that relationship that you could be.
Whether your next step is joining a webinar this Thursday, booking a free one-on-one session, or a grabbing a seat at Redtail or Align University before it fills up, we're already getting things ready to put on a great show on our end.
The stage is yours. Explore Redtail University and Align University at RedtailUniversity.com