CRM Trusted by 100,000+ Financial Advisors
Redtail CRM
The smarter, simpler way to manage clients, tasks, and teams.
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The industry-leading CRM by market share1
SOC 2 Type II certified for secure, compliant data handling
Over 100 integrations with the tools you already use
You Didn’t Become an Advisor to Manage Software.
Most CRMs are built for business. Redtail is built for your business. It’s purpose-built for financial advisors to simplify your day, strengthen client relationships, and support compliance — without adding extra complexity.
Half of advisors say time constraints — especially time spent on internal tasks — are the single biggest barrier to growth.2
Redtail helps you get that time back.
Built for Any Firm Size
Run Lean. Deliver Big.
For solo advisors and small firms, every relationship matters. Redtail CRM helps you deliver a high-touch client experience with automation, customizable workflows, and integrations that connect seamlessly with tools you already trust — like Orion, Schwab, and eMoney.
Power Tools for Power Users
Make Service a Superpower
Redtail CRM gives client service teams, admins, and ops staff the tools to move faster and reduce errors — from initiating money movement to preparing paperwork and keeping records up to date. With templates, task tracking, and automation, your team can work more efficiently and get time back.
Scalable, Supervised, Compliant
Compliance Without Compromise
Support large advisor networks with centralized visibility, supervision workflows, and enterprise-grade integrations. Redtail makes it easy to onboard new reps, oversee activity, maintain audit trails, and manage teams as you grow.
The Top CRM for Advisors —
and Their Teams
Redtail CRM isn’t #11 just because it's easy to use — it’s powerful, customizable, and built to work with the tools you already trust. Whether you’re a solo RIA or part of a growing enterprise, Redtail helps your entire office deliver consistent, compliant, client-focused service.
- Fast, intuitive setup with complimentary data importing
- Seamless integration with Orion and 100+ trusted platforms
- Dedicated onboarding, support, and training resources
How Top Advisors Use Their CRM to Build Stronger Relationships
Your clients want more than portfolio updates — they want a real connection. But between compliance tasks, scattered systems, and back-office demands, even the best advisors struggle to find time for meaningful engagement.
That’s where the right CRM makes all the difference.
Download our quick guide to explore how forward-thinking firms are using CRM technology to:
- Save hours each week by automating routine tasks
- Personalize service with rich client data and reminders that matter
- Create a seamless, integrated tech stack that scales as they grow
Whether you’re re-evaluating your current CRM or looking for smarter ways to connect with clients, this guide offers practical insights into building stronger relationships — with less busywork.