Compliant Text Messaging for Advisors*
Redtail Speak
Real-time communication, fully archived and advisor-friendly.
No credit card required. Get started in minutes.
*Subject to broker-dealer approval
SEC/FINRA-compliant message archiving
SOC 2 Type II certified for data security
Used by thousands of advisory firms and teams
Advisors Want to Text.
Regulators Want a Record.
Texting is the fastest way to reach your clients — but without proper archiving, it puts your firm at risk. And with 64% of firms prioritizing more personalized experiences over the next three years,1 meeting clients where they are isn’t just smart — it’s strategic.
Redtail Speak gives your team a secure, compliant way to text from desktop or mobile, while automatically archiving each message and linking it to the right contact in Redtail CRM.
No manual logging. No personal device risks. No compliance gaps.
Texting is personal. Speak makes it professional.
Text With Confidence
Fast Communication. No Compliance Risk.
Redtail Speak lets independent advisors deliver responsive service and personal touch via text — while ensuring every message is archived and audit-ready.
Client Service, Upgraded
Handle Client Requests Faster
Support staff can use Redtail Speak to text clients about paperwork, appointments, or updates — without juggling multiple inboxes or risking non-compliant messaging.
Supervision-Friendly Texting
Built-In Review and Oversight
Redtail Speak gives broker-dealer firms compliant texting with supervisory review queues, flagged keywords, and centralized archive storage — all with Redtail CRM integration.
Text Message Archiving for Advisors — Made Easy
Redtail Speak helps your team meet clients where they are — via text — while keeping conversations secure, searchable, and compliant.
- Native Redtail CRM integration
- 30-day rolling retention included
- Secure for clients, advisors, and your firm
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.