---
title: Redtail Technology Reviews
meta_title: 'Redtail Technology Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 268 reviews by the users' company size, role or industry
  to find out how Redtail Technology works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 268
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Redtail Technology Reviews
**Vendor:** Orion Advisor Tech  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 268
## About Redtail Technology
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.



## Redtail Technology Pros & Cons
**What users like:**

- Users enjoy the **ease of use** of Redtail Technology, finding it intuitive for managing client data and communication. (83 reviews)
- Users love the **excellent customer service** of Redtail Technology, providing quick assistance and knowledgeable support. (39 reviews)
- Users appreciate the **seamless integrations** of Redtail Technology, enhancing their experience with comprehensive data access and functionality. (32 reviews)
- Users praise Redtail's **excellent customer support** , highlighting quick responses and knowledgeable staff for immediate assistance. (25 reviews)
- Users commend the **easy initial setup** of Redtail Technology, ensuring a smooth onboarding experience with minimal adjustments. (25 reviews)
- Software Integration (25 reviews)
- CRM Integration (24 reviews)
- Easy Setup (24 reviews)
- Users appreciate the **user-friendly interface** of Redtail Technology, which enhances efficiency and communication within their team. (24 reviews)
- Organization (21 reviews)

**What users dislike:**

- Users express frustration over **missing features** , including account linking and direct calling options within the CRM. (18 reviews)
- Users find the **limited features** of Redtail Technology lacking, especially in search and direct calling options. (12 reviews)
- Users struggle with **integration issues** in Redtail Technology, facing challenges syncing calendars and client information. (11 reviews)
- Users face a **learning curve** with advanced features, needing extra time and support despite helpful training resources. (10 reviews)
- Users express frustration with **poor customer support** , often experiencing long wait times and complicated report filters. (8 reviews)
- Users feel **ignored by customer support** and desire improved reporting functionalities for a better experience. (8 reviews)
- Inefficient Searching (7 reviews)
- Not Intuitive (7 reviews)
- Users note the need for **UX improvement** in workflows and reporting, affecting usability and overall satisfaction. (7 reviews)
- Email Issues (6 reviews)

## Redtail Technology Reviews
  ### 1. You Get What You Pay For

**Rating:** 0.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 22, 2026

**What do you like best about Redtail Technology?**

I like that we're getting away from Redtail.

**What do you dislike about Redtail Technology?**

Update 4/28/2026: Even after contacting the email that was provided to "make things right" I still haven't heard from anyone. Pathetic customer service. Unless you are a well-versed do-it-yourselfer, keep a wide birth and find another CRM solution.

**What problems is Redtail Technology solving and how is that benefiting you?**

It's a half-assed CRM that stores information. Beyond that, not much.

**Official Response from Becca Perkins:**

> Hi there, I'm sorry that you've had this experience. I'm not able to see your name so please email me rebecca.perkins@orion.com so that we can make this right for you. 

  ### 2. customer from beginning

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2025

**What do you like best about Redtail Technology?**

It is good technology in theory, but we only need the basic features.

**What do you dislike about Redtail Technology?**

They are not attentive to their loyal clients who have been with them for over a dozen years and try to upsell them and take away features they had from the beginning.

**What problems is Redtail Technology solving and how is that benefiting you?**

We like that the email history is saved in the client folders automatically

  ### 3. Redtail is absolute trash.

**Rating:** 0.0/5.0 stars

**Reviewed by:** Chris M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 17, 2024

**What do you like best about Redtail Technology?**

Nothing, except the low cost. But you get what you pay for.

**What do you dislike about Redtail Technology?**

SAVE YOURSELVES A NIGHTMARE AND AVOID REDTAIL. 
We left Salesforce 1YR ago because our contract was up and were going to experience a big price increase. In hindsight, I would happily pay the increased price for Salesforce. I knew there were going to be some growing pains moving to Redtail, but thought they'd smooth out over time. They have not.... and frustration levels have increased 100x.

Redtail might be wortwhile if you are a 1-2 person business with zero technical ability and want a very, very. dumbed down out of the box CRM. If you want to do ANY bulk data import, customize layouts, or require bulk edits, Redtail is absolutely TRASH. You cannot do mass imports or mass edits on your own. You are forced to email Redtail support a "Spreadsheet" and have their techs do it for you. This is ridiculously cumbersome and makes you rely on Redtails crappy workload timeline. On top of that, you are extremely limited on what redtail offers for fields and layouts... which means you end up shoving data in fields that are labeled for other uses. Want to sync you CRM calednar with Outlook? Good luck. Redtails Retriever application created 1000's of duplicate calendar entries and essenttially rendered my Outlook calendar useless.  I waited an hour for a person at Redtail to answer the phone, spent another hour explaining the problem, and I was told I need to "manually" delete all the duplicates. LOL. That would take days if not weeks of wasted time.Their support agents have dropped the ball on simple requests numerous times and do not have direct phone numbers to get contacted. They hide behind a general 800 number.  Redtail has taken our overall business BACKWARDS and created more problems than solutions. Avoid like the plague. 

To top it off, their server SUCKS and is extremely slow loading data. It also times out with error messages WAY too often.

Even with the massive work it takes to switch CRM systems, I will be movign our company away from Redtail at some point soon.

**What problems is Redtail Technology solving and how is that benefiting you?**

None. Redtail sucks and makes more problems.

  ### 4. Redtail Might Have Market Share, But It's Not Wonderful

**Rating:** 0.5/5.0 stars

**Reviewed by:** Jeff K. | Financial Planner, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2021

**What do you like best about Redtail Technology?**

Web / cloud based (but aren't they all?)

**What do you dislike about Redtail Technology?**

Compared to other software tools, a distinct lack of online support and best practice guidance. 

In addition, Redtail advertises Integration but doesn't take reliability seriously.  Redtail's own Retriever Cloud tool, required for integration with Outlook (and therefore to other tools) is unreliable and Redtail admits as such with seemingly no urgency or even interest in fixing it;  We use Redtail calendar, and recently began using an online scheduling tool.  Not being able to count on Redtail to sync means creates stress for staff and forces us to add redundancy via Zapier.

**Recommendations to others considering Redtail Technology:**

Look at alternatives, including WealthBox, which industry colleagues have spoken highly about.  Also consider keeping client data with an alternative tool such as PreciseFP;  Kitces web site is a great resource for researching practice management tools.

**What problems is Redtail Technology solving and how is that benefiting you?**

It's a CRM, we use it as our primary calendar (poorly - see 'What do you dislike';

  ### 5. way better CRMS out there for even free

**Rating:** 1.0/5.0 stars

**Reviewed by:** erik r. | Account Manager, Financial Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2017

**What do you like best about Redtail Technology?**

the best feature is setting tasks which is sad to say

**What do you dislike about Redtail Technology?**

appearance is dated and is not user friendly/ not enough options

**Recommendations to others considering Redtail Technology:**

find a better crm that allows customization and utilizes more syncing options 

**What problems is Redtail Technology solving and how is that benefiting you?**

market info is useful 


## Redtail Technology Discussions
  - [Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?](https://www.g2.com/discussions/will-you-now-or-in-the-future-provide-rmd-calculations-for-retirement-and-inherited-accounts) - 1 comment, 1 upvote
  - [What is Redtail Imaging used for?](https://www.g2.com/discussions/what-is-redtail-imaging-used-for) - 1 comment

- [View Redtail Technology pricing details and edition comparison](https://www.g2.com/products/redtail-technology/reviews?filters%5Bnps_score%5D%5B%5D=1&section=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A01%3A52+-0500&secure%5Bsession_id%5D=5ef8ed78-62b7-4e15-8122-ad2595a3dc5d&secure%5Btoken%5D=c8818193f6345fa81ace0baacbd39cd3300dc3621a4adf39800d3cf02d70f528&format=llm_user)
## Redtail Technology Integrations
  - [1st Global: Identity Server](https://www.g2.com/products/1st-global-identity-server/reviews)
  - [Asset-Map](https://www.g2.com/products/asset-map/reviews)
  - [Black Diamond Wealth Platform](https://www.g2.com/products/black-diamond-wealth-platform/reviews)
  - [Constant Contact](https://www.g2.com/products/constant-contact/reviews)
  - [Docusign](https://www.g2.com/products/docusign/reviews)
  - [Docusign CLM](https://www.g2.com/products/docusign-clm/reviews)
  - [eMoney](https://www.g2.com/products/emoney/reviews)
  - [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews)
  - [Envestnet Wealth Management Platform](https://www.g2.com/products/envestnet-wealth-management-platform/reviews)
  - [eWealthManager by AssetMark](https://www.g2.com/products/ewealthmanager-by-assetmark/reviews)
  - [FireLight](https://www.g2.com/products/firelight/reviews)
  - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)
  - [Jetpack Workflow](https://www.g2.com/products/jetpack-workflow/reviews)
  - [Jump](https://www.g2.com/products/jump-2026-06-29/reviews)
  - [Kwanti Analytics](https://www.g2.com/products/kwanti-analytics/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [MyRepChat](https://www.g2.com/products/myrepchat/reviews)
  - [Orion](https://www.g2.com/products/orion-2025-02-03/reviews)
  - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews)
  - [Orion Compliance](https://www.g2.com/products/orion-compliance/reviews)
  - [Orion Planning](https://www.g2.com/products/orion-planning/reviews)
  - [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews)
  - [RightCapital](https://www.g2.com/products/rightcapital/reviews)
  - [SEI Asset Management](https://www.g2.com/products/sei-asset-management/reviews)
  - [Tolerisk](https://www.g2.com/products/tolerisk/reviews)
  - [Zillow](https://www.g2.com/products/zillow/reviews)

## Redtail Technology Features
**Additional Functionality**
- AI Copilot
- Generative AI
- Search/Filter
- Corrective and Preventive Actions (CAPA)
- Document Lifecycle Management
- Reminders
- Reporting & Statistics
- Customizable Templates
- Compliance Management
- For Medical Purposes
- For Legal Professionals
- Real-Time Notifications
- Risk Assessment
- Drag & Drop
- Collaboration Tools
- Workflow Management
- Activity Dashboard
- Quality Control
- Archiving & Retention
- Approval Process Control
- Secure Data Storage
- Mobile Access
- Version Control
- Task Management
- Indexing
- Alerts/Notifications
- Activity Tracking
- Disaster Recovery
- Multiple Format Support
- Change Management
- File Management
- File Sharing
- Document Management
- Document Automation
- Third-Party Integrations
- Access Controls/Permissions
- Data Import/Export
- Audit Trail
- Role-Based Permissions
- Audit Management
- API
- Rules-Based Workflow
- Electronic Signature
- Document Review
- Full Text Search
- Revision History
- Real-Time Reporting
- Forms Management
- Document Generation
- SSL Security
- Content Management
- Access Expiration Management
- Optical Character Recognition
- Document Classification
- Metadata Extraction
- Commenting/Notes
- Document Editing
- File Recovery
- Offline Access
- Annotations
- Compliance Tracking
- Email Management
- Customizable Branding
- Document Capture
- File Conversion
- Document Storage
- Tagging
- Automated Scheduling
- Metadata Management
- Document Templates
- Autosave
- For Engineering Documents
- Training Management
- Version Rollback
- Digital Signature
- Status Tracking
- Version Comparison
- Document Check-in/Check-out

**Text Messaging**
- Bulk SMS
- Two-Way Text Messaging
- Text Scheduler
- Automatic Replies
- Automatic URL Shortening
- MMS Marketing
- Personalization
- Transactional SMS
- Link Shortening
- SMS Messaging
- Scheduled Messaging
- Chat/Messaging
- 2-Way Messaging

**Functionality**
- Compatibility
- Sort and Filter
- Conversion

**Management**
- Disaster Recovery
- Remote Backup
- Storage Formats
- Scheduled Backups
- On-Demand Restoration

**Content**
- Automation
- Marketing Automation

**Usability**
- Batch Handling
- Automated Scheduling
- Granular Retention Management

**Reporting**
- Activity Monitoring
- Documentation
- Alerts/Notifications

**Reliability**
- Cloud-to-cloud Backup
- Address detection
- Security

**Security**
- Data Encryption
- Security and Compliance
- Deduplication 

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging
- Activity Dashboard

**SMS Platform**
- Reporting
- Marketing Automation
- White Label
- Text-to-Landline
- Short Codes
- API Integration
- QR Codes

**Agentic AI - Email Backup**
- Autonomous Task Execution
- Cross-system Integration
- Proactive Assistance
- Decision Making

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

**Agentic AI - SMS Marketing**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Campaign Planning
- Multi-Language

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics
- Email Management
- Email Marketing

**AI Automation - SMS Marketing**
- AI SMS

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management
- Contact Management

**AI Content Generation - SMS Marketing**
- AI SMS

**Additional Functionality**
- Campaign Scheduling
- Reputation Management
- Polls/Voting
- Compliance Management
- Customer Segmentation
- Landing Pages/Web Forms
- AI Copilot
- API
- Text-to-Win
- Mobile Coupons
- Natural Language Processing
- Customizable Templates
- Drip Campaigns
- Contact Management
- Activity Tracking
- Communication Management
- Reporting/Analytics
- Keyword Tracking
- Multi-Campaign
- Mass Texting
- Interaction Tracking
- Alerts/Notifications
- Consent Management
- Engagement Tracking
- Open Rate Tracking
- Generative AI
- Automated Responses
- Reporting & Statistics
- Templates
- Survey Builder
- Contact Database
- Real-Time Notifications
- Customizable Fields
- Reminders
- Mobile Alerts
- Automated Scheduling
- Campaign Management
- MMS
- Event Triggered Actions
- Mobile Keywords
- Audience Targeting
- Activity Dashboard
- Template Management
- Autoresponders
- Survey/Poll Management

**Agentic AI - Financial Services CRM**
- Decision Making

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

## Top Redtail Technology Alternatives
  - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)
  - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - 4.6/5.0 (109 reviews)
  - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (642 reviews)