Redtail Technology

Who Redtail CRM Is Right For

Redtail is built for financial advisors, RIAs, wealth managers, and broker-dealers (1-1,000+ users) wanting purpose-built CRM with custodian and financial planning integrations. The sweet spot is independent financial advisors, RIA firms, and broker-dealer reps who need workflow automation tied to client onboarding, annual reviews, and compliance tracking specific to the financial advisor industry.

If you are a generic B2B sales team, HubSpot CRM or Salesforce fit better. Direct alternatives in the financial advisor CRM space include Wealthbox (modern UX), Salesforce Financial Services Cloud (enterprise), and Junxure Cloud (legacy).

Redtail CRM Pricing in 2026

Pricing verified via vendor-published references on 2026-06-15. Redtail transitioned to per-user pricing after the Orion Advisor Solutions acquisition in 2022, moving away from the older database-based pricing model. 30-day free trial available for both Launch and Growth plans, no credit card required.

Redtail CRM Hidden Costs and Negotiation Levers

Annual billing saves $6/user/month vs monthly. Launch tier caps at 5 users - Growth tier required for larger firms. Per-user pricing transition (post-Orion acquisition) means firms with legacy database pricing may have grandfathered contracts; new firms get the per-user model. Orion bundle pricing available for firms also using Orion portfolio management. Multi-year commitments may unlock discount.

Redtail vs Wealthbox vs Salesforce Financial Services Cloud vs Junxure Cloud

Redtail Integrations

Custodians: Schwab, Fidelity, Pershing, TD Ameritrade (legacy/Schwab transition), Raymond James.

Financial planning: eMoney, MoneyGuidePro, RightCapital, Naviplan.

Portfolio management: Orion Advisor Solutions (sister product), Black Diamond, Tamarac, Envestnet.

Productivity: Microsoft 365 Outlook, Google Workspace Gmail, Calendar apps.

eSignature: DocuSign, Adobe Sign.

Open REST API plus Zapier connector for additional integrations.

Redtail Pros and Cons

Pros: Market-leading financial advisor CRM with 200,000+ users. Deep custodian and financial planning integrations matching the advisor workflow. Workflow automation for client onboarding, annual reviews, and compliance. Compliance tracking with audit trail for SEC/FINRA. Orion Advisor Solutions sibling product for firms wanting CRM plus portfolio in one stack. Long product maturity.

Cons: UI feels traditional vs newer Wealthbox or modern alternatives. Per-user pricing transition (post-2025) increased costs for some legacy database-pricing customers. Limited customisation outside advisor workflows. Best for financial advisors specifically - non-financial sales teams should pick HubSpot or Salesforce.

What Real Redtail Buyers Say

On r/CFP and r/FinancialPlanning threads, RIAs and CFPs cite Redtail's deep custodian integrations and workflow automation as deciding features over generic CRMs. Buyers picking Redtail over Wealthbox cite product maturity; buyers picking Wealthbox cite modern UX.

On LinkedIn Redtail posts, themes include financial advisor productivity gains and Orion ecosystem stories post-acquisition.

On industry forums, Redtail surfaces as the default financial advisor CRM alongside Wealthbox, Salesforce Financial Services Cloud, and Junxure Cloud.

Redtail Field Guide

Redtail Buyer Action Plan

Step 1: Confirm financial advisor / RIA / wealth management fit. Step 2: Start 30-day free trial. Step 3: Test custodian integration (Schwab, Fidelity, Pershing) with your actual data sources. Step 4: Validate financial planning integration (eMoney, MoneyGuidePro). Step 5: Choose Launch (up to 5 users) or Growth (unlimited) tier. Engage Orion bundle quote if also evaluating portfolio management.

Redtail 2026 Updates

AI features expanded for client meeting prep and workflow automation. Orion Advisor Solutions ecosystem integration deepened. TD Ameritrade to Schwab custodian transition completed in workflows. Mobile app refresh. Compliance tracking updated for 2026 SEC/FINRA changes.

Redtail Security and Compliance

SOC 2 Type II certified. SEC and FINRA compliance tracking and audit trail. GDPR and CCPA compliant. Two-factor authentication. AES-256 encryption at rest, TLS 1.3 in transit. Role-based access controls. Daily automated backups. Data residency in US data centers. RIA-specific compliance documentation available.

Redtail Customer Support

Email and chat support during business hours on all plans. Phone support on Growth and Enterprise. Redtail University training. Active financial advisor community for peer learning. Sacramento-based US support team plus Orion Advisor Solutions resources post-acquisition.

Who Can Use Redtail

Redtail serves financial advisors, RIAs, wealth managers, and broker-dealers primarily in the United States. Industries: independent RIAs, financial planning firms, wealth management, broker-dealers, insurance/financial hybrid practices. Team sizes: 1 to 1,000+ users (200,000+ total users across customer base).

Redtail Mobile App

Native iOS and Android Redtail apps for advisors on the road with contact lookup, calendar, tasks, and document access. Push notifications for client tasks and review reminders. App store ratings sit in the 4.0-4.4 range across both platforms as of 2026-06-15. Apple App Store: Redtail iOS. Google Play: Redtail Android.

How to Get Started with Redtail

Step 1: Visit corporate.redtailtechnology.com start 30-day free trial. Step 2: Discovery on team size, custodian, financial planning tools. Step 3: Configure custodian integration (Schwab, Fidelity, Pershing). Step 4: Set up workflows for client onboarding, annual reviews. Step 5: Upgrade to Launch ($39/user/mo annual, up to 5 users) or Growth ($59/user/mo annual, unlimited users).

Top Redtail Alternatives

Wealthbox for RIAs wanting modern UX at similar pricing.

Salesforce Financial Services Cloud for enterprise wealth management wanting deepest CRM ecosystem.

Junxure Cloud for legacy RIAs migrating to cloud.

SmartOffice CRM for legacy financial advisor workflows.

HubSpot CRM for marketing-led financial advisor practices wanting broader marketing automation.

Microsoft Dynamics 365 Sales for advisors on Microsoft 365 wanting unified stack.

How to Cancel Redtail

Cancellation follows annual contract terms. Annual plans cancel at end of annual term; mid-term forfeits prepaid fees. Data export available via CSV or REST API. Engage Redtail account team 60-90 days before contract end. Account data deletion per privacy policy; firms migrating to alternative CRMs typically use REST API or partner-assisted migration.

Bottom Line on Redtail

Redtail is the right call when a financial advisor, RIA, or broker-dealer (1-1,000+ users) wants the leading financial advisor CRM with deep custodian (Schwab, Fidelity, Pershing) and financial planning (eMoney, MoneyGuidePro, RightCapital) integrations. The $39-$59/user/month annual pricing post-Orion acquisition is competitive with Wealthbox at similar tier. Modern UX preferrers should pick Wealthbox. Enterprise wealth management on Salesforce stack should pick Salesforce Financial Services Cloud. Legacy RIAs migrating to cloud should compare Junxure Cloud. Redtail wins the financial-advisor-CRM-with-Orion-ecosystem lane.

Verified on 2026-06-15 by the SaaSRat Editorial Team. Vendor facts cross-checked against corporate.redtailtechnology.com, Apple App Store, Google Play, and 2026 vendor-published references. About our methodology.