--- 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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User in Financial Services Small-Business (50 or fewer emp.) 9/16/2025 "One of the Best CRMs Around" 4.5/5 What do you like best about Redtail Technology? Hands down, Redtail Technology is extremely user friendly and offers many features you didn't even think you needed until you start using it. Great system. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? There were a couple of features missing that would be geared to the financial space. Other than that, it meets all of the needs of a standard CRM. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail offers you one spot to keep all of your data - client/business relationships contact details, notes, tasks, etc. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Kei L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kei L.") KL Kei L. Admin Small-Business (50 or fewer emp.) 2/18/2025 "Good for my needs and everyday use" 5/5 What do you like best about Redtail Technology? I like Redtail mail and Redtail chat. It helps to be able to communicate with clients throught the chat and the info is saved to their profile. The same for Redtail email - it saves the communication with the client for future reference and compliance reasons. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I get logged out of the chat too often and have to re-log in alot which can be a pain. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail keeps all my client information organized and it's easy to run reports using the client data. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Glen B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Glen B.") GB Glen B. Owner Small-Business (50 or fewer emp.) 2/18/2025 "I love Redtail" 5/5 What do you like best about Redtail Technology? I have always enjoyed the service. Every company has problems sometimes however Redtail is responsive and their customer service is excellent Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I honestly cannot think of anything. I had Redtail as my CRM for 10 years and loved them. My BD wanted me to change to another company so I did. Finally i convinced my BD to move back to Redtail Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Thye connect all of my information in one place and make it easy to stay on top of my business Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 2/18/2025 "Redtail Benefits Us" 5/5 What do you like best about Redtail Technology? What I love about Redtail is how it allows myself as an assistant to organize information for my boss, a financial advisor. Being able to manage client information and scheduling so easily and hassle-free is very beneficial to my position as an assistant. The interface is simple and easy to view, and the menu options are very user-friendly. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? In my 6+ month experience using Redtail, I have not found any obvious downsides to the experience. Everything in the CRM is user-friendly, and whenever I have a question, the Redtail user guides have been helpful in answering questions. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Redtail solves the problem of implementing all the client information that we come across and allows us to do so in a way that simplifies everything. This benefits me because it makes life easier and gives me a one-stop place when I need something like a client's address or a value from a client's account. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller 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.) 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 ![Mitch W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mitch W.") MW Mitch W. Advisor Small-Business (50 or fewer emp.) 2/19/2025 "Great platform" 5/5 What do you like best about Redtail Technology? the ability to handle our prospect/client needs through workflows to not miss any needs and deadlines Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? the app and the mobile website are not up to par. very slow to load and I can't navigate the mobile website without moving appointments by trying to scroll through the calendar i called customer support 1x and was on hold over an hour Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? keeping track of when to call clients and manage our mailing lists for Medicare Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite BM Bryan M. Chief Financial Officer Small-Business (50 or fewer emp.) 5/29/2025 "Great CRM platform for the price" 3.5/5 What do you like best about Redtail Technology? How well it integrates with other platforms like Charles Schwab and Levitate so the information can flow between each platform. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? Would like more click capabilities when running reports instead of typing what parameters are needed to run a specific report Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Ability to track the communications with clients and also a storage for their documentation 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.) 2/19/2025 "Starting to use more features that I never new existed" 5/5 What do you like best about Redtail Technology? Endless amount of features, so many features that I doubt any one person could use them all. This gives you good choice. We recently brought on a remote team member and now we use the activities function to assign task to this employee. Its been working well. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? UI is not the most attractive, could have a little more aesthetic appeal, but function is more important than looks. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Document storage is good to allow sharing between remote teams. Tracking tasks with remote team members and assigning duties and tasks to them without having to call and explain, we will start building workflows next. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Nathan R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan R.") NR Nathan R. Advisor Financial Services Small-Business (50 or fewer emp.) 7/21/2017 "Redtail" 4/5 What do you like best about Redtail Technology? Ease in getting some basic info in and updating it. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? I really wish the reminder system was more proactive and would generate emails vs having to live in redtail to try to find the info. Overall cost is getting too high. Review collected by and hosted on G2.com. Recommendations to others considering Redtail Technology: It's not the fanciest toy available but also has good value for it. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Becoming our hub for all client contact information. Review collected by and hosted on G2.com. Show More 2/18/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite ![John B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John B.") JB John B. Wealth Manager Small-Business (50 or fewer emp.) 2/18/2025 "Work Flows that you have been looking for" 5/5 What do you like best about Redtail Technology? Work flows are the best in the industry and I have used several CRMs. If you like checklists or organized processes this is the CRM for you. Review collected by and hosted on G2.com. What do you dislike about Redtail Technology? The pages can be sometimes long to load if you are pulling a lot of client information. Review collected by and hosted on G2.com. What problems is Redtail Technology solving and how is that benefiting you? Keeping projects moving, spreading work around to our staff without having to continously meet. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller 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(25,872) [ 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);)