# 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 find Redtail Technology incredibly **easy to use** , with seamless integration and effortless client data management. (83 reviews) - Users find Redtail Technology to be a **dependable and practical solution** for managing client relationships and workflows. (39 reviews) - Users appreciate the **seamless integrations** of Redtail Technology, enhancing their CRM experience and client management. (32 reviews) - Users praise the **excellent customer support** at Redtail Technology, noting quick responses and helpful service agents. (25 reviews) - Users appreciate the **easy setup** of Redtail Technology, enhancing their overall experience and efficiency with the CRM. (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 find the lack of **Excel import functionality** limiting and would benefit from more integrations and feature accessibility. (18 reviews) - Users find **limited features** in Redtail Technology, particularly lacking in effective search and communication tools. (12 reviews) - Users face **integration issues** with Redtail Technology, struggling with broken links and challenging data syncing. (11 reviews) - Users note a significant **learning curve** for mastering advanced features, impacting overall user efficiency and experience. (10 reviews) - Users experience **poor customer support** , with slow responses and unresolved issues lingering for months. (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. Efficient CRM with Critical Integration, Needs Improved Linking **Rating:** 3.5/5.0 stars **Reviewed by:** Dimitri G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Redtail Technology?** I like the integration with Orion as it allows us to get rid of repetitive tasks. **What do you dislike about Redtail Technology?** I dislike that the AUM # does not link the accounts. We manually have to link the account to the profile/contact. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail Technology links with Orion, so data updates in one place apply across platforms, eliminating repetitive tasks for our team. ### 2. Helpful CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Jenna J. | Client Relations assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about Redtail Technology?** What I like best about RedTail is that it has a ton of integration add-ons, for the most part is user friendly, and has the most helpful staff if you get stuck. **What do you dislike about Redtail Technology?** I think they may have over complicated the report filters. I have to call RedTail every time I want to filter Active clients that have emails, or active clients that have addresses only. The report section is not at all user friendly. But they do have a great staff to walk you through it every time. **What problems is Redtail Technology solving and how is that benefiting you?** They helped me navigate the integration process. Once we had that handled, I just need to go into there and relabel things. ### 3. 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. ### 4. Easy to Use With Helpful Integrations **Rating:** 4.0/5.0 stars **Reviewed by:** Rachel G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Redtail Technology?** It is very easy to use and has helpful connections/integrations to other technology companies. **What do you dislike about Redtail Technology?** There haven’t been many upgrades to the system in the last few years. I’m hopeful with this AI push at Orion it’ll make some changes for the better! **What problems is Redtail Technology solving and how is that benefiting you?** Managing all our client data in one place for our advisors. ### 5. Great Intuitive Platform but Lacks Flexibility **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Redtail Technology?** Redtail is great regarding their capabilities to store data and the interworking's between our team. It is also good for tracking activities and assigning work to other team members. **What do you dislike about Redtail Technology?** It is very strict regarding their protocols for each activity. The workflows and activities have to completed in their format and it can be difficult to work around. Additionally, a lot of the integrations they pitch get 80% of the way there but lack the final execution to work seamlessly as you would hope. **What problems is Redtail Technology solving and how is that benefiting you?** Client contact data and activity tracking. Using the software at its simplest level is where we have found the most use. It can store client data and track activities. I wish there was a seemless integration with the outlook calendar but each different option they offer has a drawback in one way or another. ### 6. Easy Way to Keep Client Notes and Info in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Reno R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Redtail Technology?** I like the ease of using the tech ro keep my clients notes, info in one place with multiple advisors **What do you dislike about Redtail Technology?** There is almost so much to learn and Implement **What problems is Redtail Technology solving and how is that benefiting you?** compliance! making sure to keep all notes and files in one place ### 7. Redtail CRM Is The Best I've Ever Used! **Rating:** 5.0/5.0 stars **Reviewed by:** Cory M. | Financial Advisor/Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Redtail Technology?** It's the most complete, most intuitive CRM on the market today. It makes information easy to place, as there is a place for ALL client information and that makes info easy to find when we need it. No clumsy half windows to click through and everything is labeled logically. **What do you dislike about Redtail Technology?** I haven't found any yet, but I've only been using it for 16 years. **What problems is Redtail Technology solving and how is that benefiting you?** It helps with so much - listing and tracking client assets, keeping track of client information, keeping notes and note taking, tracking birthdays, all of our KYC (Know Your Client) info. ### 8. 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 ### 9. Effortless Navigation and User-Friendly Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica C. | Administrator and Co-Compliance Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about Redtail Technology?** The platform is easy to navigate and very user-friendly, which really helps make my job simpler. **What do you dislike about Redtail Technology?** There’s not much to dislike about this product. My only wish is that sending broadcast emails could be made a bit easier. **What problems is Redtail Technology solving and how is that benefiting you?** Handles all compliance issues and tracking efficiently. ### 10. Easy to Use With Strong Build Capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Redtail Technology?** Ease of use and build ability. Workflows and automations are great. Ability to move around acricities **What do you dislike about Redtail Technology?** Could definitely use age as an automation to triggers for RMD **What problems is Redtail Technology solving and how is that benefiting you?** Not sure ### 11. Great platform but has room for improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Amanda N. | Partner, VP, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Redtail Technology?** I really like the initial setup, the calendar overview, tasks, birthdays for clients, and the structure of the client's information. **What do you dislike about Redtail Technology?** Frequently down. That was a huge problem when we had meetings and couldnt access the calendar. Email was down too. They need to remove the feature of holding a meeting and being able to move it on the calendar. This feature is terrible when using a mobile phone and meetings would constantly be changed to incorrect times and dates. **What problems is Redtail Technology solving and how is that benefiting you?** Organization, workflows for clients meetings ### 12. RedTail makes everything organized and easily documents communication. **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney W. | Director Of Client Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Redtail Technology?** I love that RedTail keeps everything so organized, and it is a way to keep everyone using it updated on things that we may not tell each other in person. **What do you dislike about Redtail Technology?** It does not have tutorials. If there is something that I do not know how to do, I wish they had tutorial videos to explain. **What problems is Redtail Technology solving and how is that benefiting you?** One problem that Redtail solves is that it keeps track of little details of every client that could be forgotten if we did not have this system in place. ### 13. Office Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Anita B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Redtail Technology?** Calendar and ease of finding clients information **What do you dislike about Redtail Technology?** Response to issues is slow. Still have an outstanding issue pending for a month **What problems is Redtail Technology solving and how is that benefiting you?** Keeping track of appointments and tasks ### 14. 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. ### 15. Easy to Use and Integrates Seamlessly with My Tech Stack **Rating:** 5.0/5.0 stars **Reviewed by:** Tom Q. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Redtail Technology?** Easy to use and integrates well with other tech I use. **What do you dislike about Redtail Technology?** Not much I don’t like about RedTail. Keep it up! **What problems is Redtail Technology solving and how is that benefiting you?** Note taking, keep processing refined ### 16. Great Integrations for Record Keeping, but the Document Vault Is Clunky to View **Rating:** 3.5/5.0 stars **Reviewed by:** Brian E. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Redtail Technology?** Integrations with other tech tools for record keeping **What do you dislike about Redtail Technology?** The document vault that you have to download to view. **What problems is Redtail Technology solving and how is that benefiting you?** Client notes and opening accounts ### 17. Good Product, but not a stand alone **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Redtail Technology?** Redtail is relatively easy to use and secure/compliant. It has all the features where you can store loads of details and find them quite easily. Redtail University is a great opportunity to learn a lot about all the features and how to use them. **What do you dislike about Redtail Technology?** Redtail alone isn't enough. Although they do work with and have many integrations, things like customizable dashboards, easily tracking changes or progress, or overall project management just aren't easily reportable. The basics are in Redtail and highly functional. Customization, new ideas and changes, and progress within the tech is SLOW. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail has tried to put out new features, Redtail Speak for example, but we've found that other tech that integrates with Redtail is actually better. ### 18. Redtail is fantastic! **Rating:** 5.0/5.0 stars **Reviewed by:** Shelly T. | Client Services Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Redtail Technology?** I find that Redtail Technology is a perfect and easy way to manage your notes, to do list, and activities in such a user friendly, efficient way. It does a great job of keeping communication clear & open among all of our staff. The integrative feature is hugely helpful. **What do you dislike about Redtail Technology?** I cannot think of any negatives for Redtail. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail solves all organizational and communication issues. ### 19. User-Friendly, Intuitive Interface That’s Easy to Learn **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Redtail Technology?** I love how user friendly the interface is. It is very intuitive to learn. **What do you dislike about Redtail Technology?** I didn't get to dive into the details of the software capabilities, so no complaints! **What problems is Redtail Technology solving and how is that benefiting you?** They allowed me to learn about how quality CRM softwares work as a student in the industry. ### 20. Redtail CRM: User-Friendly, Efficient, and Backing by Amazing Support! **Rating:** 5.0/5.0 stars **Reviewed by:** Christine M. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Redtail Technology?** I've used several CRMs in the past, including Salesforce and in-house systems, and Redtail has been by far the easiest to learn and use. The platform is incredibly user-friendly, making my daily workflow much more efficient. One of the standout features is their exceptional customer service. Whenever I need help navigating the system, I can quickly connect with their team via virtual chat. They’re able to see my Redtail in real time and guide me through the steps, which has been a game-changer. I also had the opportunity to attend Redtail University, and it was an amazing experience. The training was highly informative, and their team was engaging, lively, and truly invested in helping users get the most out of the CRM. I highly recommend Redtail to anyone looking for a reliable and intuitive CRM with top-notch support. **What do you dislike about Redtail Technology?** Sometimes I am unable to login, and my account will get locked, but their support team is easy to reach and able to unlock it quickly. **What problems is Redtail Technology solving and how is that benefiting you?** We struggled with a highly customized Salesforce interface that wasn’t very user-friendly for new users. Redtail solves this by offering an intuitive platform with excellent support, making it much easier to learn and navigate. ### 21. Versatile, Easy to Use, and Keeps Key Information at Your Fingertips **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Redtail Technology?** I enjoy the versatility and ease of use it provides. I like having the information at my fingertips. **What do you dislike about Redtail Technology?** I would like to add functionality similar to Jump or Zocks for capturing customer interactions **What problems is Redtail Technology solving and how is that benefiting you?** It helps keep a compliant atmosphere and communications in one place ### 22. A Comprehensive yet Easily Accessible CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Alex D. | COO and Director of Client Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Redtail Technology?** 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. **What do you dislike about Redtail Technology?** I will admit that the initial set up process had a few hitches, but once that was straightened out it's been smooth sailing. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail has helped us to centralize all the documents we have acquired over the years from our clients. It's much easier to search for a client here rather than go through our old filing cabinets. It also provides us with a one stop CRM shop. We can just look at of our clients here and it has access to pretty much all their relevant data. ### 23. A satisfied customer for many years...Financial Advisor **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?** 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. **What do you dislike about Redtail Technology?** 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. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail enables me to do advanced searches for prospecting, secure file storage and organization of data for on the go access. ### 24. Redtail is a common sense solution **Rating:** 4.5/5.0 stars **Reviewed by:** M. Leann B. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** 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. **What do you dislike about Redtail Technology?** 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. **What problems is Redtail Technology solving and how is that benefiting you?** We're best able to tie specific paperwork and account information to specific activities performed with or for our clients. ### 25. Redtail is a great tool for business CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen F. | Client service and relations specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Redtail Technology?** 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. **What do you dislike about Redtail Technology?** 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. **What problems is Redtail Technology solving and how is that benefiting you?** Identifying clients that have RMD's, any renewals coming up, the last conversations with clients and documentation. Not having to go to the paper files when a client calls saves time. Helps us to remember the client as well. We service around 500 clients. ### 26. 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 ### 27. Does More Than I Thought It Did **Rating:** 4.5/5.0 stars **Reviewed by:** Sarah M. | Wealth Management Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Redtail Technology?** 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. **What do you dislike about Redtail Technology?** I'd like a quicker way of searching information, other than running a custom report to find a piece of information. **What problems is Redtail Technology solving and how is that benefiting you?** Keeping track of daily activity, documentation and reporting. ### 28. Excellent Client Tracking That Keeps Everything Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Redtail Technology?** The ability to keep track of all my clients **What do you dislike about Redtail Technology?** Limitations in setting up work flows and automations **What problems is Redtail Technology solving and how is that benefiting you?** Keeping track of all my clients and benefiting me by not letting things slip through the cracks ### 29. Seamless Integration with Orion **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Redtail Technology?** I like how well it integrates with Orion. **What do you dislike about Redtail Technology?** How picky some of the data points can be when syncing **What problems is Redtail Technology solving and how is that benefiting you?** It is easy to onboard new clients because they already have a Redtail connection. ### 30. Effortless Client Management with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel Farid Y. **Reviewed Date:** August 24, 2025 **What do you like best about Redtail Technology?** 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. **What do you dislike about Redtail Technology?** I like everything **What problems is Redtail Technology solving and how is that benefiting you?** I find Redtail is a one-stop solution, giving me easy access to all my clients' information and simplifying data import from my broker dealer. ### 31. Love the Notes and Reports **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Redtail Technology?** Notes to track client cotacts and reports to gather information **What do you dislike about Redtail Technology?** There isn't anything I disliked about redtail **What problems is Redtail Technology solving and how is that benefiting you?** It helps us track notes and pull reports specific to client contact records ### 32. Overall, great service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Redtail Technology?** Very comprehensive time and date, useful for finding previous notes and helpful for compliance. We also make extensive use of workflows that really helps us keep on top of the complexities of financial planning. **What do you dislike about Redtail Technology?** The outcomes of workflows could use some improvement. A few other small things could use quality of life improvements and come client fields but generally very solid. **What problems is Redtail Technology solving and how is that benefiting you?** Compliance and legal help with the complete time and date stamp, along with keeping all of the notes of interaction with client. ### 33. CRM you need **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Redtail Technology?** We have been using Redtail for just over three years. It has been crucial to how we manage customer relationships and internal workflows. It integrates well with other software our firm uses too. **What do you dislike about Redtail Technology?** While some of the basics are simple, using advanced features like custom reports and workflows require extra time and support. The customer support they provide has been excellent on both chat and phone interactions. **What problems is Redtail Technology solving and how is that benefiting you?** It helps us with client followups, lead scoring, and task assignments within our team. ### 34. Outstanding CRM **Rating:** 5.0/5.0 stars **Reviewed by:** V E. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Redtail Technology?** Our office has been using Redtail for CRM as well as email hosting for some time now and I find that it is very user friendly. With daily use for at least 15 years (likely more) I also feel that if I do happen to need assistance, the helpdesk is easy to reach and always very efficient. I also love that I am able to get notified via text of any outages that occur on the platform, along with a timeline to anticipated restoration. **What do you dislike about Redtail Technology?** I honestly cannot think of a downside to Redtail. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail is where we store all of our documents, we generate mass email campaigns through it. I generate my RMD reports annually, birthday lists, the applications are many. I could not do my job without Redtail Technology. ### 35. Very comprehensive and flexible- our business uses it every day **Rating:** 5.0/5.0 stars **Reviewed by:** earl b. | Financial Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Redtail Technology?** As a boutique RIA, Redtail has been a great fit for us- we utilize it daily to schedule our day-to-day meetings, develop our internal database of customer data, and monitor customer contact history. We also appreciate the flexibility in generating reports to help us sort through our customer data. **What do you dislike about Redtail Technology?** There is a bit of a learning curve. We definitely appreciate all of the training tools and videos Redtail offers, but we still feel as though we're only scratching the surface of everything it can do. It feels like there's functionality we're underutilizing. **What problems is Redtail Technology solving and how is that benefiting you?** It is helping us keep track, update, and organize our customer data, which frees us up to spend more time focusing on our clients ### 36. Great CRM Interface! **Rating:** 5.0/5.0 stars **Reviewed by:** Caleb R. | Case Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2025 **What do you like best about Redtail Technology?** Easy access to clients info, different reports you can run **What do you dislike about Redtail Technology?** not much, only recommendation would be an automatic email system **What problems is Redtail Technology solving and how is that benefiting you?** organization ### 37. Daily Priorities Made Easy and Effective **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2025 **What do you like best about Redtail Technology?** checking in each day and seeing the top priorities **What do you dislike about Redtail Technology?** Calendar could use some updating and support printing better. **What problems is Redtail Technology solving and how is that benefiting you?** It is a great way of tracking clients. Not just contacts but really documenting touchpoints and action items ### 38. Concepts are great but very time-consuming to learn all the tools **Rating:** 3.5/5.0 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?** I love the CRM. I think there are a myriad of ways to configure it to work for each specific advisor/office, and I really appreciate that. **What do you dislike about Redtail Technology?** I have a number of suggestions for improvement: 1. Please figure out a way to drag and drop files and folders in imaging instead of scrolling through hundreds of folders when moving files. Drag and drop was available in Retriever and was super helpful. 2. Please provide a Search when moving folders instead of scrolling through hundreds of folders when moving files. 3. When viewing images in imaging, please show the pdf so we can scroll down the document like a normal pdf instead of clicking to advance each page. 4. (This is MOST IMPORTANT to us!) PLEASE PLEASE PLEASE provide the ability to notify a user or a team from a Notes COMMENT and not just the original note. We use comments extensively and it would be extremely helpful to notify other users from the Redtail note comment. **What problems is Redtail Technology solving and how is that benefiting you?** The Notes in the CRM are extremely helpful for remembering all the nuances of everything that is happening with any of our clients. At any one time, we are juggling approximately 70 client service items and it is very difficult to remember everything associated with every account. It is also very helpful to refer to notes that someone else put in so the client can be assisted by anyone. This is crucial to our commitment to excellent customer service. ### 39. 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. ### 40. 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 ### 41. One of the Best CRMs Around **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **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. **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. **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. ### 42. Good for my needs and everyday use **Rating:** 5.0/5.0 stars **Reviewed by:** Kei L. | Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **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. **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. **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. ### 43. I love Redtail **Rating:** 5.0/5.0 stars **Reviewed by:** Glen B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **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 **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 **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 ### 44. Redtail Benefits Us **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?** 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. **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. **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. ### 45. 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. ### 46. Great platform **Rating:** 5.0/5.0 stars **Reviewed by:** Mitch W. | Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **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 **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 **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 ### 47. Great CRM platform for the price **Rating:** 3.5/5.0 stars **Reviewed by:** Bryan M. | Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **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. **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 **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 ### 48. Starting to use more features that I never new existed **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **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. **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. **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. ### 49. Redtail **Rating:** 4.0/5.0 stars **Reviewed by:** Nathan R. | Advisor, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2017 **What do you like best about Redtail Technology?** Ease in getting some basic info in and updating it. **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. **Recommendations to others considering Redtail Technology:** It's not the fanciest toy available but also has good value for it. **What problems is Redtail Technology solving and how is that benefiting you?** Becoming our hub for all client contact information. ### 50. Work Flows that you have been looking for **Rating:** 5.0/5.0 stars **Reviewed by:** John B. | Wealth Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **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. **What do you dislike about Redtail Technology?** The pages can be sometimes long to load if you are pulling a lot of client information. **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. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-05-29+17%3A08%3A23+-0500&secure%5Bsession_id%5D=76abceeb-d953-4749-b711-7df7f6bebdc5&secure%5Btoken%5D=2a2528e775e95b64c7678f848b2d7f971ce2bdd3dba32b8127c50e9201093833&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) - [eMoney](https://www.g2.com/products/emoney/reviews) - [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) - 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[Orion Compliance](https://www.g2.com/products/orion-compliance/reviews) - [Orion Planning](https://www.g2.com/products/orion-planning/reviews) - [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews) - [RightCapital](https://www.g2.com/products/rightcapital/reviews) - [Schwab Compliance Technologies](https://www.g2.com/products/schwab-compliance-technologies/reviews) - [SEI Asset Management](https://www.g2.com/products/sei-asset-management/reviews) - [Tolerisk](https://www.g2.com/products/tolerisk/reviews) - [Zillow](https://www.g2.com/products/zillow/reviews) ## Redtail Technology Features **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - Automatic URL Shortening - MMS Marketing - Personalization - Transactional SMS **Functionality** - Compatibility - Sort and Filter - Conversion **Management** - Disaster Recovery - Remote Backup - Storage Formats - Scheduled Backups - On-Demand Restoration **Content** - 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 **SMS Platform** - Reporting - Automation - White Label - Text-to-Landline - Short Codes - API Integration **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 **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## 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) - 4.3/5.0 (221 reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - 4.6/5.0 (109 reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews)