1. [Home](https://www.g2.com/) 2. ... 3. [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) 4. [Redtail Technology Discussions](https://www.g2.com/products/redtail-technology/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Product Avatar Image") ![Reward for good Redtail Technology reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/24313/medal.svg "Reward for good Redtail Technology reviews") ](/products/redtail-technology/reviews) [ Redtail Technology ](/products/redtail-technology/reviews) (268)4.3/5 Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based applications that facilitate efficient client management, compliant communication, and streamlined office operations for financial advisors. With a focus on enhancing productivity and supporting growth, Redtail’s offerings include CRM capabilities, compliant text messaging through Redtail Speak, paperless office solutions, and email archiving. Targeted primarily at financial advisors and firms, Redtail Technology addresses the unique challenges faced in the financial services sector. The platform is designed to help users manage client relationships effectively, ensuring that advisors can maintain compliance while providing exceptional service. The integration capabilities with widely used applications in the industry further enhance its utility, allowing users to create a cohesive technology ecosystem that supports their operational needs. Key features of Redtail Technology include its robust CRM functionalities, which enable users to track client interactions, manage workflows, and automate routine tasks. The compliant text messaging feature, Redtail Speak, allows advisors to communicate securely with clients, ensuring that all communications adhere to regulatory requirements. Additionally, the paperless office solution helps firms transition to a digital environment, reducing reliance on physical documentation and improving efficiency. The email archiving feature ensures that important communications are stored securely and can be easily retrieved when needed. The value that Redtail Technology brings to its users lies in its commitment to affordability and ease of implementation. By offering low-cost solutions that are straightforward to integrate, Redtail enables financial advisors to enhance their operational efficiency without incurring significant expenses. Furthermore, the company's dedication to exceptional customer service ensures that users receive the support they need to maximize the benefits of the platform. As a brand entity of Orion Advisor Solutions since June 2022, Redtail continues to innovate and expand its offerings while maintaining its focus on the financial services community. Show More * * * ### 54.0 Nps Score Already have Redtail Technology? ### All Redtail Technology Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is Redtail CRM used for? ](/discussions/what-is-redtail-crm-used-for) What is Redtail CRM used for? 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[ Document Management Software ](https://www.g2.com/tags/document-management-software)[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ SMS Marketing Software ](https://www.g2.com/tags/sms-marketing-software)[ Email Backup Software ](https://www.g2.com/tags/email-backup-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Redtail+Technology+questions+and+get+answers+from+expert+users+in+our+Redtail+Technology+Discussions+section.&title=Redtail+Technology+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fredtail-technology%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Redtail+Technology+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fredtail-technology%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fredtail-technology%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Redtail+Technology+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fredtail-technology%2Fdiscuss%0aAsk+Redtail+Technology+questions+and+get+answers+from+expert+users+in+our+Redtail+Technology+Discussions+section.) 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[ SMS Marketing Software ](https://www.g2.com/tags/sms-marketing-software)[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Document Management Software ](https://www.g2.com/tags/document-management-software)[ Email Backup Software ](https://www.g2.com/tags/email-backup-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Redtail+Technology+questions+and+get+answers+from+expert+users+in+our+Redtail+Technology+Discussions+section.&title=Redtail+Technology+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fredtail-technology%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Redtail+Technology+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fredtail-technology%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fredtail-technology%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Redtail+Technology+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fredtail-technology%2Fdiscuss%0aAsk+Redtail+Technology+questions+and+get+answers+from+expert+users+in+our+Redtail+Technology+Discussions+section.) 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