Redtail CRM Review

Redtail CRM is the most widely adopted client relationship management platform for financial advisors, used by more than 100,000 advisors and now part of Orion Advisor Technology. It serves independent advisors, RIAs, broker-dealers and enterprise firms, pairing advisor workflows with compliant texting and 100+ integrations. This review covers Redtail's workflows, its Speak messaging tool, its transparent pricing, and where it fits against more modern-feeling rivals.

Redtail's position rests on ubiquity and workflow depth. It has been an advisor-industry default for years, which means broad integration support and a large base of staff who already know it. That incumbency is a genuine advantage, even as newer CRMs compete on interface polish.

What Redtail does

Redtail sells three plans, two with published per-user pricing and a custom Enterprise tier. The core CRM is joined by companion products for texting, document management and email archiving.

• Launch ($39/user/month billed yearly) — core CRM, contacts, documents, mobile app and integrations, capped at 5 users
• Growth ($59/user/month billed yearly, most popular) — everything in Launch plus Imaging and Speak, automated workflows and compliant texting, unlimited users
• Enterprise (custom) — customizable plans with premiere partnership pricing and a minimum license commitment

Companion products include Redtail Speak for compliant texting, Redtail Imaging for document management with 200 GB of storage on Growth, and Redtail Email for auto-archiving.

Workflows and automation

Workflows are Redtail's operational strength. The platform offers customizable, smart workflows with automation triggers, alongside task management, activity tracking and calendar and meeting-prep tools. For advisory teams that run repeatable processes around client reviews and onboarding, that automation saves hours each week.

Supervision and compliance workflows with audit trails support larger broker-dealer networks, reflecting Redtail's deep roots in the independent-advisor channel.

Redtail Speak and compliance

Where the workflow engine anchors daily operations, Redtail Speak is the feature that turns heads. It delivers SEC/FINRA-compliant text messaging from desktop or mobile, with every message automatically archived and a 30-day rolling retention included. Speak is SOC 2 Type II certified. As clients increasingly expect to text their advisor, compliant texting has shifted from nice-to-have to necessary, and having it native to the CRM is a real convenience.

Who Redtail fits

Redtail fits advisory firms that want a proven, workflow-driven CRM with broad industry support and compliant communication built in. Its incumbency means most other advisor tools already integrate with it, and many operations staff already know it.

The fit weakens for firms that prioritize a modern interface or deep customization. Reviewers describe Redtail as user-friendly but somewhat dated in appearance, with less customization room than some rivals and most AI functionality living in Speak or Orion integrations rather than embedded throughout the CRM. Support is not 24/7, and pricing runs slightly above some competitors.

Want a proven CRM with compliant texting and wide integration support? Redtail is a safe, capable choice for you. When interface polish and deep customization top your list, compare it closely against newer options.

That incumbency-versus-modernity trade-off frames both Redtail's pricing and its ecosystem.

Redtail pricing

Redtail publishes its pricing, which aids comparison. Launch runs $39 per user per month billed yearly, or $45 billed monthly, capped at 5 users. Growth, the most popular plan, runs $59 per user per month billed yearly, or $65 monthly, with unlimited users and the Imaging and Speak add-ons bundled in. Enterprise is custom, with a minimum license commitment.

Billing is per user, following Redtail's move away from its older per-database model, and a full-featured 30-day trial of Growth is available to new users without a credit card. For a growing team like yours, the unlimited-user Growth plan is often the practical sweet spot.

Integrations and ecosystem

Redtail's marketing cites 100+ deep integrations, while its integrations directory listed 192 partners at the time of research, backed by an open API. Either way, integration breadth is a core strength.

The deepest connection is with Orion, its parent, spanning portfolio views, planning and email and calendar sync. Other named partners include AdvicePay, AdvisorEngine and many more across the advisor stack. If you already run Orion, Redtail's tight integration is a natural fit, and for everyone else, its broad directory means it rarely blocks the preferred tool your team relies on.

Strengths and drawbacks

Redtail's profile is that of an entrenched, capable CRM with compliant communication, weighed against an aging interface.

Its strengths are wide adoption, transparent pricing, native compliant texting, SOC 2 Type II certification and broad integrations, plus deep Orion ties. For many firms, the safety of an industry standard is itself a selling point.

The drawbacks are a dated interface, limited customization, AI that lives mostly in Speak and Orion rather than the core CRM, no 24/7 support and pricing slightly above some rivals. Note that reporting and campaign features, historically core to Redtail, were not confirmed on the specific pages reviewed, so verify their current form for yourself before deciding.

Verdict

Redtail earns an 8.4 out of 10 as a proven, workflow-driven advisor CRM with native compliant texting and broad industry support. Its adoption, transparent pricing, Speak messaging and SOC 2 Type II certification make it a dependable choice, especially for firms on Orion. The reservations are its dated interface, limited customization and support hours. Trial the Growth plan, and confirm current reporting and AI features directly.

Compare Redtail with other advisor CRMs on our vendor matrix, or explore the CRM for financial advisors hub.

This review reflects information published on Redtail's official site and third-party review platforms as of July 2026. It is editorial analysis, not financial or investment advice. Confirm current pricing and product details directly with the vendor.

Frequently asked questions

Is Redtail part of Orion?

Yes. Redtail is now part of Orion Advisor Technology and integrates deeply with Orion's portfolio and planning tools, while still operating as a standalone CRM.

Is Redtail part of Orion?

Yes. Redtail is now part of Orion Advisor Technology and integrates deeply with Orion's portfolio and planning tools, while still operating as a standalone CRM.

Is Redtail part of Orion?

Yes. Redtail is now part of Orion Advisor Technology and integrates deeply with Orion's portfolio and planning tools, while still operating as a standalone CRM.