CRM Trusted by 100,000+ Financial Advisors

Redtail CRM

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

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Orion CRM

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.
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The industry-leading CRM by market share1

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SOC 2 Type II certified for secure, compliant data handling

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Over 100 integrations with the tools you already use

Orion CRM

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.

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.

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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.

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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.

Frequently Asked Questions

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

2Source: Orion Wealthtech Advisor Survey, 2025