--- 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. Seamless CRM with Robust Email Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Tracy G. | CFP(R), Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **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. **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. **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. ### 2. Consolidates Client Data, Needs Better Document Management **Rating:** 4.0/5.0 stars **Reviewed by:** Demitra V. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Redtail Technology?** I like Redtail Technology for its easy access to the calendar and the ability to schedule meetings, add clients, and add notes. It's really nice to have everything in one spot and accessible. **What do you dislike about Redtail Technology?** Document storage isn’t very organized. Yes, you can tag things, but it would be nice to have things in folders or something. Less overwhelming. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail Technology allows us to access years of notes in one spot, which is good for compliance. It's easy to access the calendar, manage meetings, add clients and notes. Everything is in one spot and accessible, making things less overwhelming. ### 3. User-Friendly CRM with Room for Sales Tracking Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Deuces 2. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Redtail Technology?** I like Redtail Technology for its ease of use and the consistency of its layout. The consistent layout makes it easy to train new clients, customers, and employees. The format helps streamline the process when people are getting started, which is a big plus. **What do you dislike about Redtail Technology?** Tracking of specific product sales and sales tracking needs a little more work. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail Technology helps with communication and keeping up with client documentation and data. ### 4. Very User-Friendly and Keeps Our Office Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Angela B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Redtail Technology?** Very user friendly and keeps our office organized. **What do you dislike about Redtail Technology?** Not much. I guess the search feature could be improved. It’s not easy to search for clients using specific fields like address or phone number. **What problems is Redtail Technology solving and how is that benefiting you?** So many. Keeping track of conversations with clients, keeping all of their information organized and setting ourselves tasks to follow up. ### 5. User friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth V. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Redtail Technology?** Is is very user friendly and great for CRM notes **What do you dislike about Redtail Technology?** The document storage is definitely something I don’t like I wish there were folders to keep more order in my clients documents **What problems is Redtail Technology solving and how is that benefiting you?** The integrations are definitely very handy ### 6. Ask Questions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2025 **What do you like best about Redtail Technology?** Great way to organize notes and activities when I use to write everything down on paper. The caveat is that you must engage with the software daily, at all hours, and rollover activities end of day if incomplete. Practically live in the CRM. Customer support is always readily available to help and guide. **What do you dislike about Redtail Technology?** For one, the Opportunities page cannot be updated in bulk like activities on the dashboard nor client profile. There are areas here and there for QOL improvements. The mobile software is not useable IME. **What problems is Redtail Technology solving and how is that benefiting you?** Great way to document client engagement although the "Description" section for activities does have a word limit it seems! Also, organize activities and ability to schedule and reschedule accordingly. ### 7. Great integrations, but poor support and long-standing issues go unresolved **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2026 **What do you like best about Redtail Technology?** Information is readily at hand, integrates with other programs I use. **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 **What problems is Redtail Technology solving and how is that benefiting you?** Client notes and calendar ### 8. Great user interface, robust features and best of all AMAZING customer service. **Rating:** 5.0/5.0 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?** The customer service is 10/10. Otherwise it is a very reliable and proven CRM for the financial industry. Cost is reasonable and they do not nickle and dime you with tons of add-on features. **What do you dislike about Redtail Technology?** Nothing big that I can think of, it is a leader in the industry and has stood the test of time. Some things around workflows could be streamlined and a little less clunky. Too many clicks are needed to mark task complete, etc. But that's not a huge issue at all. **What problems is Redtail Technology solving and how is that benefiting you?** They host my e-mail and I use them for my main Financial Advisor practice CRM. It allows me to maintain control over my book of business and data separate from my RIA/BD so that no matter what shenanigans they have going on I know I am protected and maintain control over my practice, data and relationships, which is the true value of a practice. ### 9. Incredible Experience - Start to End **Rating:** 5.0/5.0 stars **Reviewed by:** Webster K. B. | Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2025 **What do you like best about Redtail Technology?** It is super user-friendly and integrates extremely well **What do you dislike about Redtail Technology?** I wish it had a feature to call a contact directly from your CRM interface. My previous CRM had that feature and it made logging calls to clients a breeze. **What problems is Redtail Technology solving and how is that benefiting you?** It acts as a digital rolodex so I can keep my client data organized ### 10. A Useful CRM for Advisors, But Limited Marketing Functionality **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2025 **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. **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. **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. ### 11. Reliable CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Ryan M. | Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** Able to integrate with many Financial planner software. Fairly simple to use and keep organized. **What do you dislike about Redtail Technology?** Customer service is usually not very helpful. No marketing features **What problems is Redtail Technology solving and how is that benefiting you?** Organizing client data in one place, integrates with other software and can export data ### 12. 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 ## 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%5Bsentiment_snippet%5D=2017828&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+14%3A01%3A18+-0500&secure%5Bsession_id%5D=63dfddc9-c372-4dee-8345-cae4e36105ec&secure%5Btoken%5D=3536209815c92ffc3e92b029382e4648019719798963f4705940e9d8c4d42153&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) - 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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) - 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