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Redtail Technology Pricing Overview

Redtail Technology at a glance

Redtail is the industry’s favorite CRM for a reason — and now we’re offering plans that include essential
Redtail and Orion Advisor Tech, designed for every advisor to scale their firm efficiently.

Redtail Technology has 3 pricing editions. A free trial of Redtail Technology is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

Name	Price	Features
Launch Plan	$39.001 User Per Month	Basic CRM including: Contact Management Document Storage Contact and Account-Level User Defined Fields Multiple Methods for Client Segmentation Account Management Compliant Note Entry and Archiving Activity, Custom Export, Mail Merge, and Note Templates Shareable, Customizable Calendaring Automated, Customizable Reports Customizable Database Lists Customizable Email Notifications and Dashboard Reminders Sales Pipeline Tracker Seminar/Event Management Mobile App Deep Industry Integrations Complimentary Database Conversions SSL Security Orion Client Portal Stress Test Risk Score Proposal Generation with New Account Opening Show More
Growth Plan	$59.001 User Per Month	Premium CRM, Redtail Imaging, and Redtail Speak. Get access to all of the Launch Plan features, plus: Contact, Note, and Opportunity Permissions Automated Workflows Email and Calendar Syncing Automations Automation, Email, and Workflow Templates Bulk Emails Redtail Imaging: Compliant, Paperless Document Management Redtail Imaging: Bulk Upload and Download Redtail Imaging: Drag and Drop Files in Web App Redtail Imaging: Archive Section Redtail Imaging: Audit Trails Redtail Imaging: Create and Apply Indexes to Label and Search Files Redtail Imaging: 200 GB Storage Redtail Speak: Compliant Texting/Chat Solutions Redtail Speak: Automated, Searchable Archiving Redtail Speak: Institution-Level Searching Redtail Speak: Send and Receive Attachments Redtail Speak: AI Assistant Redtail Speak: Mobile App Redtail Speak: Message Scheduling Redtail Speak: Bulk Texting Redtail Speak: Out-of-Office Option Redtail Speak: Unlimited Messages Redtail Speak: Call Forwarding Orion Planning 3D Risk Profile Behavioral Finance Tools Show More
Enterprise	Contact Us	Customizable plans with endless options available! Minimum license commitment is required. Customize Your Plan

Redtail Technology pricing & plans

Free Trial is available

Pricing information for Redtail Technology is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Redtail Technology must be conducted with the seller.

Pricing information was last updated on October 09, 2024

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