--- 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? Verified by Redtail Technology [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") 1st Global: Identity Server ](https://www.g2.com/products/1st-global-identity-server/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Asset-Map ](https://www.g2.com/products/asset-map/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Black Diamond Wealth Platform ](https://www.g2.com/products/black-diamond-wealth-platform/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Constant Contact ](https://www.g2.com/products/constant-contact/reviews)[ ![Product Avatar 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MS Melissa S. Small-Business (50 or fewer emp.) 2/26/2026 "Organizational Powerhouse with Top-Notch Support" 5/5 What do you like best about Redtail Technology? I love Redtail Technology for organizing my business with workflows, notes, and all their incredible features. It ensures I don't miss meetings and provides all the important client information I need. Curtis and Aubrey make every interaction fun and understandable, answering any questions wonderfully. I absolutely love Redtail Speak for its quick and efficient communication with clients. Learning more about workflows, notes, and tags is convenient and makes doing business much easier. The initial setup was super easy. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? My only feedback would be that on the Redtail Speak app the keyboard is not present at the bottom of the screen. I have to swipe up to type and then swipe down to see what I typed. I believe you guys are aware of this issue. I just haven't received any resolution. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? I use Redtail Technology to organize my business with workflows and notes. It ensures I don't miss meetings or reviews and provides essential client information. It simplifies communication with quick and efficient Redtail Speak, making business easier. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Forest M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Forest M.") FM Forest M. Partner Small-Business (50 or fewer emp.) 2/26/2026 "Intuitive Tool Streamlining Our Daily Tasks" 5/5 What do you like best about Redtail Technology? I use Redtail Technology for the calendar and reminders, which is the most important thing for me. I enjoy having the app available to log in first thing in the morning and check my schedule for the day. It's great for putting in reminders for daily tasks and meetings. Uploading documents is really important, and I can pull up what I need when moving between office locations. I love the easily accessible search at the top to find a client quickly. It helps when I receive a phone call and can immediately pull up information or notes from previous conversations. Overall, I've been very happy with Redtail, and I haven't had any glitches. It's intuitive and easy to use, and setting it up was extremely easy. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Sometimes, when I haven't used the tasks or note area, it takes me a minute to remember where that is supposed to be or where to go for that particular thing. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? I use Redtail Technology for its calendar and reminders, making my schedule easily accessible. It combines my calendar and documents, unlike using separate tools, which is a big problem solver for me. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic BB Beth B. Small-Business (50 or fewer emp.) 2/25/2026 "Optimized for Financial Services, Stellar Support" 4.5/5 What do you like best about Redtail Technology? I appreciate Redtail Technology for being a helpful CRM tool, especially optimized for the financial services industry. It assists from an operational standpoint by automating our processes and SOPs through workflows, allowing us to integrate multiple team members efficiently in handling our client service needs. I like the ability to customize the tool to create different users, subgroups, and teams, which lets us effectively handle tasks without unnecessary alerts bogging us down. The soft touch campaign and marketing features, along with future reminders, really enhance the soft part of our client service. Plus, their support is fantastic, consistently providing five-star assistance, whether over the phone or through the virtual app component embedded in the CRM. It's easy to get things set up when they're not in place, thanks to their bright and helpful team. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? The top thing is gonna be the fact that all documents, both through activities where they're linked in the documents tab and through imaging, when you actually click on them, unfortunately, download to a local drive. There's too many high compliant risks in having something locally stored on a work-related PC, so we simply don't use that at this time. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? I find Redtail Technology helps automate processes, integrates team members efficiently, and ensures clients are scheduled timely. It enhances our client service with features like non-editable compliance notes, soft touch campaign support, and future reminders while allowing effective team customization without excess alerts. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign CH Chynna H. Small-Business (50 or fewer emp.) 2/25/2026 "Efficient Client Management, Needs Bulk Improvements" 4.5/5 What do you like best about Redtail Technology? I use Redtail Technology for all of our client notes, which is super helpful for keeping records of any interaction with clients. This way, we always know what was discussed the last time we spoke with them. I really like the bulk email feature because it allows us to send communications to multiple people, and it assists us a lot. Plus, we can keep the same group and update it as we go. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? When deleting someone from a bulk group, it will delete them from the system. It would be nice to delete them from the group instead of having to go directly to their profile and losing your spot on the group. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? I use Redtail Technology to keep client interaction records, so we know what was discussed last time. I value the bulk email feature for sending communications to multiple people efficiently and managing group updates. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign SN Sarah N. Small-Business (50 or fewer emp.) 2/24/2026 "Effortlessly Customizable CRM with Excellent Support" 5/5 What do you like best about Redtail Technology? I really appreciate that Redtail Technology is customizable enough without needing an engineer to make changes. It's also awesome that Orion and Redtail are now partnered. I like that Redtail integrates with Orion, and I love the fact that at any point you can jump on a chat or screen-share with someone from Redtail who will walk you through whatever you need. Their one-on-one topic-specific trainers are amazing too. Plus, if you want to take a deep-dive into a particular topic, they will spend one hour with you at no extra charge. The initial setup was so easy, and I give it a 10 out of 10. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? They could further improve on the seminars section. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail Technology cuts down on the need to spend $50k-$70k per year customizing my CRM, offering a customizable yet user-friendly system. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Tracy G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tracy G.") TG Tracy G. CFP(R) Small-Business (50 or fewer emp.) 2/25/2026 "Seamless CRM with Robust Email Tracking" 4.5/5 What do you like best about Redtail Technology? I find the CRM simple and robust, particularly appreciating how it tracks all emails. The integrations are very effective. My staff likes the ease of use, which is really important to us. I use it for capturing and sending out emails, and it's seamless to incorporate Gorilla marketing tools. The initial setup was seamless, which made the transition easy. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I find the consolidated assets and tracking of policies on the Life Side could be improved. It would be helpful to have reports that notify me when policies mature and send reminders. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? I use Redtail Technology to track appointments, send emails, and manage client CRM efficiently. It's simple, robust, and integrates well, making it easy for the staff. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign BG Brett G. Small-Business (50 or fewer emp.) 2/26/2026 "User-Friendly with Robust CRM Capabilities" 5/5 What do you like best about Redtail Technology? I use Redtail Technology for CRM and appreciate how it serves as a single source to get all data from clients. I like its ease of use, the pre-built programs and paths that make my day-to-day work easy, and the way it simplifies data entry. The initial setup was easy too. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I don't like how email inside Redtail Technology is clunky, that's why we don't use it. The reporting is so robust that it's almost overwhelming. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? I use Redtail Technology as a single source to get all data from clients. It's easy to use, with pre-built programs and paths that simplify my daily tasks and make data entry easier. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Steve S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Steve S.") SS Steve S. Advisor Relations Small-Business (50 or fewer emp.) 9/18/2025 "Redtail customer for life" 5/5 What do you like best about Redtail Technology? Ease of use to stay organized..The contact list is the best. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Login experience is difficult. Not sure how to make it easier. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Keeping our clients and vendors all in one place. Review collected by and hosted on G2.com. Show More 5/7/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite GG guy g. Small-Business (50 or fewer emp.) 2/26/2026 "Streamlined Organization, Simple Setup" 5/5 What do you like best about Redtail Technology? I really appreciate how Redtail Technology keeps everything organized and saves on payroll by not needing someone else to take notes. The flow charts and tasks are incredibly helpful for maintaining the flow of the office and having everything in one place. I like how it pairs well with Jump. The initial setup was very easy and simple, which made getting started a breeze. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Update the calendar please Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail Technology keeps everything organized and saves on payroll by removing the need for a dedicated note-taker. I use flow charts and tasks to help with office workflow, keeping everything in one place. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign CC Candy C. Small-Business (50 or fewer emp.) 2/25/2026 "Effortless Workflows, Strong CRM Capabilities" 5/5 What do you like best about Redtail Technology? I love the workflows in Redtail Technology; they're easy to build and let us create procedures where multiple people are involved. The initial setup of Redtail Technology was easy too. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I don't like that Redtail Technology doesn't talk to Eclipse and has a shallow integration with Orion. It would be nice to send trade instructions directly to Eclipse, and some integrations with Orion are time-consuming to set up. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail Technology helps manage client meetings, annual reviews, and contact info. I love the easy-to-build workflows that let us create procedures involving multiple people. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ## 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) ## Top-Rated Alternatives [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5(227) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ ![Wealthbox CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Wealthbox CRM") Wealthbox CRM 4.6/5(109) ](https://www.g2.com/products/wealthbox-crm/reviews) [ ![Maximizer](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maximizer") Maximizer 4/5(672) ](https://www.g2.com/products/maximizer/reviews) [ View All Alternatives ](https://www.g2.com/products/redtail-technology/competitors/alternatives) ##### Categories on G2 [SMS Marketing](https://www.g2.com/categories/sms-marketing)[Document Management](https://www.g2.com/categories/document-management)[Financial Services CRM](https://www.g2.com/categories/financial-services-crm) [SMS Marketing](https://www.g2.com/categories/sms-marketing)[Document Management](https://www.g2.com/categories/document-management)[Financial Services CRM](https://www.g2.com/categories/financial-services-crm)[Email Backup](https://www.g2.com/categories/email-backup) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which IR site builders best support SEC compliance and regulatory requirements for public companies?](https://www.g2.com/discussions/which-ir-site-builders-best-support-sec-compliance-and-regulatory-requirements-for-public-companies)[Which financial consulting firms specialize in industry-specific cost reduction and financial performance improvement?](https://www.g2.com/discussions/which-financial-consulting-firms-specialize-in-industry-specific-cost-reduction-and-financial-performance-improvement)[Top-rated pricing tools for SaaS companies](https://www.g2.com/discussions/top-rated-pricing-tools-for-saas-companies) [Azure Pipelines vs Octopus Deploy for a DevOps team moving away from Jenkins: which is worth the migration effort?](https://www.g2.com/discussions/harness-vs-octopus-deploy-for-a-devops-team-moving-away-from-jenkins-which-is-worth-the-migration-effort)[What are the top reputation management services platforms for organizations of 50–500 employees in retail, e-commerce, and services?](https://www.g2.com/discussions/what-are-the-top-reputation-management-services-platforms-for-organizations-of-50-500-employees-in-retail-e-commerce-and-services)[Pros and Cons Details](https://www.g2.com/products/redtail-technology/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)