I enjoy the versatility and ease of use it provides. I like having the information at my fingertips. Review collected by and hosted on G2.com.

I would like to add functionality similar to Jump or Zocks for capturing customer interactions Review collected by and hosted on G2.com.

So far, our experience with Redtail has been almost exclusively positive. Their system is very detailed and in depth, yet not overwhelming. You can add a lot to a client’s profile, and everything is easy to find and maintain. The fact that they pull the clients’ data directly from our Broker Dealer and emails from outlook is a huge help.

We’ve had no access issues or service downtime at all, and customer service has been excellent. If we have any questions the chat function links you to a service agent almost immediately. They’ve all been very knowledgeable, friendly and helpful.

We use Redtail every day, and the more we use it the more we get out of it. We find something else we need, just ask the chat and sure enough Redtail probably has it. It has so many features and integrates seamlessly with our back office and emails. Review collected by and hosted on G2.com.

I will admit that the initial set up process had a few hitches, but once that was straightened out it's been smooth sailing. Review collected by and hosted on G2.com.

I have leveraged RedTail Technology for many years. It has provided invaluable organization for my business as the world moves towards a more technology advanced society. The ability to upload all of my documents, notes etc. create a secure cloud backup. I can access information on the go. I can identify opportunities, organize these and take action. Overall Redtail allows me to be a better Financial Advisor because it allows me to manage my time more effiecently. Review collected by and hosted on G2.com.

There are many features on redtail that would be beneficial to understand however these require a learning curve. I am only leveraging the technology in a basic sense and feel there is more useful components I am overlooking. Sometimes I also experience slow downs or black outs when trying to access my portal, this is infrequent but does happen from time to time. Review collected by and hosted on G2.com.

I'm really impressed by the documentation options - ways to tie in specific accounts, attach documents to specific activities and that there isn't a limit to the amount of notes you can add to any given activity. Review collected by and hosted on G2.com.

I wish that there were more intuitive ways to get answers to my questions. While there are numerous options when I have a question, it seems like I have to watch a full traning segment in order to get an answer to one simple question. To this day, I haven't found a way to create a report tailored to my specific needs. I'm sure that there is an option for this type of report and I'm sure that the answer is out there, but I just don't have time to watch different training videos that I think may provide the answer. Review collected by and hosted on G2.com.

Client information is fast and easy to find. Can put almost everything about the client and notes so I don't have to go to paper files constantly. I live on Redtail. When clients call in we can identify them immediately and the last few conversations. The Help feature is easy to find. It combines our brokerage accounts. Still learning all the functions that Redtail can do. Use it to identify clients with RMD's and renewals as well. Love the reports. Review collected by and hosted on G2.com.

One of the only things I can think of is that we are not able to integrate annuity companies. I don't know if we will be able to do that like we do our Fidelity accounts but that would be a great plus. Review collected by and hosted on G2.com.

Information is readily at hand, integrates with other programs I use. Review collected by and hosted on G2.com.

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.

I like that it has customization available for data. It has multiple/various ways of running concise reports. It's an easy way to keep track of tasks and documentation. Review collected by and hosted on G2.com.

I'd like a quicker way of searching information, other than running a custom report to find a piece of information. Review collected by and hosted on G2.com.

The ability to keep track of all my clients Review collected by and hosted on G2.com.

Limitations in setting up work flows and automations Review collected by and hosted on G2.com.

I like how well it integrates with Orion. Review collected by and hosted on G2.com.

How picky some of the data points can be when syncing Review collected by and hosted on G2.com.

I love how easy it was to set up Redtail Technology, with the tech support team making the data conversion seamless. It's a one-stop solution where I can access all my clients' information easily. I appreciate the email archiving feature and data import capabilities from my broker dealer. The integration with Microsoft Outlook via Redtail Cloud is fantastic. Review collected by and hosted on G2.com.

I like everything Review collected by and hosted on G2.com.