CRM Trusted by 100,000+ Financial Advisors

Redtail CRM

The smarter, simpler way to manage clients, tasks, and teams.

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Work Smarter. Connect Better. Meet Redtail CRM.

Stay connected to clients, automate key workflows, and work more efficiently as a team — wherever you are.

Whether you’re handling onboarding, managing reviews, or preparing for client meetings, Redtail streamlines the busy work so you can focus on what matters most.

Save hours each week with smart, customizable workflows.
Connect your entire tech stack with 100+ deep integrations.
Navigate with ease using an interface built for advisory teams.

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.

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Say Goodbye to Busywork.

Client and Household Records

View all client and household data — notes, activities, documents and more — in one place.

Workflows and Automation

Automate service tasks like onboarding, reviews, and client communications with built-in workflow tools.

Calendar and Activities

Schedule, assign, and track meetings and tasks with team visibility across every client relationship.

Notes and Timeline

Log every client interaction in real-time — calls, emails, meetings — for compliance and context.

QuickLists and Search

Instantly find clients and segment lists with powerful search, tagging, and filtering.

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

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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.

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Join 100,000+ Advisors
Who Trust Redtail

Built for advisors. Trusted by teams. Redtail makes CRM simple, smart, and seamless.

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Frequently Asked Questions

Redtail CRM is a cloud-based customer relationship management platform tailored specifically for financial professionals, including RIAs, broker-dealers, and wealth managers. It offers tools for contact management, workflow automation, calendar integration, and compliance tracking, aiming to streamline client relationship management in the financial services industry.

Redtail CRM offers several pricing tiers:

Launch: $39 per user/month (billed annually) or $45/month (billed monthly), supporting up to five users.
Growth: $59 per user/month (billed annually) or $65/month (billed monthly), supporting unlimited users.
Enterprise: Custom pricing based on specific business needs.

Each plan includes varying levels of features and support to accommodate different organizational requirements.

Redtail CRM provides a suite of features, including:

Automated Workflows: Streamline repetitive tasks and standardize processes.
Calendar Integration: Sync with Office 365 and Google Calendar for scheduling and reminders.
Reporting Dashboards: Generate standard reports on activities, contacts, and more.
Mobile App: Access client data on-the-go via iOS and Android devices.
Compliance Tools: Maintain records and communications in line with industry regulations.

Redtail CRM prioritizes data security by implementing measures such as:

Data Encryption: Protects data during transmission and storage.
Access Controls: Ensures only authorized personnel can access sensitive information.
Regular Security Audits: Conducts assessments to identify and address potential vulnerabilities.

These protocols help safeguard client information and maintain compliance with industry regulations.

¹Source: T3/Inside Information Advisor Software Survey, 2025. Orion holds the #1 market share for CRM.

²Source: Orion Wealthtech Advisor Survey, 2025

Redtail CRM

Work Smarter. Connect Better. Meet Redtail CRM.

You Didn’t Become an Advisor to Manage Software.