Redtail

Redtail Technology positions itself as a CRM built specifically for financial advisors, with compliance and workflow management as central design priorities rather than afterthoughts. Its architecture addresses a common friction point in advisory practices: client data, communication history, tasks, and documents that live across disconnected tools. Redtail consolidates these into a single platform designed to keep advisory teams audit-ready under SEC and FINRA guidelines without requiring separate compliance infrastructure.

The platform offers four interconnected products that work together:

• CRM for contact management, workflows, and task automation
• Speak for compliant, archived text messaging integrated directly into client records
• Imaging for searchable, CRM-connected document storage
• Email for automatic capture and archiving of client correspondence

Redtail connects with more than 100 third-party tools, including Orion, Schwab, eMoney, Morningstar, Broadridge, Holistiplan, and Zapier, which gives it broad compatibility across the financial advisor tech stack. Redtail University provides both in-person and virtual training, and the platform offers a 30-day free trial with all features available from day one.

For family offices that run their own in-house advisory operations or work closely with RIA structures, Redtail offers a recognisable and widely adopted CRM with strong workflow tooling. However, it is built for financial advisors and broker-dealers, not for family office-specific use cases such as entity ownership tracking, multi-family reporting, or partnership accounting. Pricing is not disclosed publicly. Family offices seeking CRM features purpose-built for complex wealth structures may find the platform well-suited for relationship management but limited in covering the operational breadth required at the family level.

• Client relationship and contact management
• Workflow automation and task management
• Compliant communication archiving across email and text
• Document management and storage
• Regulatory compliance monitoring for SEC and FINRA
• Integration with advisory tech stack tools

• CRM with household and contact record management
• Redtail Speak: compliant text messaging with CRM integration
• Redtail Imaging: searchable, CRM-connected document storage
• Redtail Email: automatic email capture and archiving
• Workflow automation with task and reminder tools
• 100+ third-party integrations
• Audit-ready communication supervision for broker-dealers
• Redtail University in-person training series
• Virtual and on-demand training sessions
• 30-day free trial with all features included

Built for Advisors / Wealth Advisors (RIA).

In-person Redtail University training, virtual one-on-one and group training sessions, live webinars, recorded training videos, onboarding support, CRM assessments, and in-app chat support.

Guided onboarding with CRM assessments and custom training options; free trial available immediately with no credit card required.