--- 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 & Product Details Visit Website 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. * * * Product Website Redtail Technology Seller [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech) Discussions [Redtail Technology Community](https://www.g2.com/products/redtail-technology/discuss) Languages Supported English Solution Type All-in-One Overview by David Mehlhorn (Director of Sales at Redtail Technology) Show More ## Pricing Pricing provided by Redtail Technology. ### Enterprise Contact Us [ View More Pricing Information ](https://www.g2.com/products/redtail-technology/pricing) ## Redtail Technology Integrations (26) What do users say about integrations? 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Financial Planner Small-Business (50 or fewer emp.) 4/9/2026 "Outdated Interface and Limited Integrations Hold Redtail Back" 2/5 What do you like best about Redtail Technology? I liked how multiple people could be assigned to one task for a client. At my firm, we do a lot of teamwork, and Redtail allowed that to function smoothly. The price was also cheap because we are such a small company. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? We did not like the look of Redtail, the interface was outdated. We also could not integrate a lot of the other platforms we use to Redtail. There was also no AI integrations that could speed up our work. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail was solving the problem of calendar performance. We were able to see where we needed to be and when. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 1/13/2026 "Great integrations, but poor support and long-standing issues go unresolved" 1.5/5 What do you like best about Redtail Technology? Information is readily at hand, integrates with other programs I use. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Customer service is non-existent, issues abound and they don't seem to care or want to fix things. Suggest a feature has items under consideration for 5+years with no movement. Not refinable other than adding numerous User Defined Fields that can't be sorted or filtered for a report Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Client notes and calendar Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 10/2/2025 "A Useful CRM for Advisors, But Limited Marketing Functionality" 2/5 What do you like best about Redtail Technology? Redtail integrates well into our advisory team’s day-to-day operations. The advisors rely on it for client servicing and account management, and it helps them maintain structure in their workflows. It’s reliable for tracking client interactions and keeping detailed client notes. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? From a marketing standpoint, the tool falls short. The appointment workflows feel clunky and not intuitive, and the calendar integrations are limited. There are no robust settings for automation or reminder workflows, which makes it difficult to streamline marketing processes or manage recurring campaigns. As a marketing leader, I’d love to see more flexibility and automation built into the system to better support department-wide initiatives. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail is a solid tool for advisors, particularly for client management and servicing workflows. However, from a marketing department perspective, it lacks the flexibility and automation features that make campaign management and team collaboration efficient. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 3/21/2018 "It's OK" 2/5 What do you like best about Redtail Technology? Overall the system was easy to navigate and easy to use. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? The technology was a little behind for a long time. It also had a lot of technical issues. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail was a good place to house client data. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 11/27/2017 "Good concept, poor execution " 1.5/5 What do you like best about Redtail Technology? The idea of this app is a crucial to a successful lifestyle has the potential to be great but needs more development Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? The interface is lacking appeal, it logs out the user which is inconvenient on iPhones it said to work better but on Androids this is not the case. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? On an organizational level this app is very useful Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Redtail Technology? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Redtail Technology ](https://www.g2.com/products/redtail-technology/discussions/new) GU Guest User What is Redtail CRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-redtail-crm-used-for) GF Genesis Fox • Last activity about 6 years ago Will you now or in the future provide rmd calculations for Retirement and Inherited accounts? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/will-you-now-or-in-the-future-provide-rmd-calculations-for-retirement-and-inherited-accounts) [ View all Discussions ](https://www.g2.com/products/redtail-technology/discuss) ## Pricing Options Pricing provided by Redtail Technology. ### Enterprise Contact Us ### Growth Plan $59.00 1 User Per Month ### Launch Plan $39.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/redtail-technology/pricing) Redtail Technology Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0523031d21e9e1db455acf214dcec564/wealthbox-crm.png "Product Avatar Image") Wealthbox CRM 4.6/5(109) [ Compare Now ](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,873) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-redtail-technology) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_aa2c45ebeac7cef39931be401440e226/smartoffice.png "Product Avatar Image") SmartOffice 3.7/5(28) [ Compare Now ](https://www.g2.com/compare/redtail-technology-vs-smartoffice) ##### ##### Redtail Technology Features Content Automation Platform Additional Functionality Pre-Built Connectors Dashboard Cloud Platform Reporting and Analytics Reporting Customer Support Case Management Customer Support Portal Knowledge Base [ View More Features ](https://www.g2.com/products/redtail-technology/features) ## 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