# 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 praise the **ease of use** of Redtail Technology, making client management and communication straightforward and efficient. (83 reviews) - Users praise Redtail Technology for its **dependable functionality** and excellent customer service in managing workflows. (39 reviews) - Users appreciate the **seamless integrations** of Redtail Technology, which enhance account management and streamline workflows. (32 reviews) - Users praise the **excellent customer support** of Redtail Technology, highlighting quick responses and knowledgeable staff. (25 reviews) - Users appreciate the **easy initial setup** of Redtail Technology, enhancing their overall experience and efficiency. (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 note the **missing features** like Excel import and better integrations hinder their overall efficiency with Redtail Technology. (18 reviews) - Users find the **limited features** of Redtail Technology frustrating, especially regarding search and customer service capabilities. (12 reviews) - Users face **integration issues** with Redtail Technology, making it difficult to sync data with their company's information. (11 reviews) - Users find a steep **learning curve** for advanced features like custom reports and workflows that require extra time and support. (10 reviews) - Users face **poor customer support** , with slow responses and unresolved issues lingering for extended periods. (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. Organizational Powerhouse with Top-Notch Support **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Redtail Technology?** I love Redtail Technology for organizing my business with workflows, notes, and all their incredible features. It ensures I don't miss meetings and provides all the important client information I need. Curtis and Aubrey make every interaction fun and understandable, answering any questions wonderfully. I absolutely love Redtail Speak for its quick and efficient communication with clients. Learning more about workflows, notes, and tags is convenient and makes doing business much easier. The initial setup was super easy. **What do you dislike about Redtail Technology?** My only feedback would be that on the Redtail Speak app the keyboard is not present at the bottom of the screen. I have to swipe up to type and then swipe down to see what I typed. I believe you guys are aware of this issue. I just haven't received any resolution. **What problems is Redtail Technology solving and how is that benefiting you?** I use Redtail Technology to organize my business with workflows and notes. It ensures I don't miss meetings or reviews and provides essential client information. It simplifies communication with quick and efficient Redtail Speak, making business easier. ### 2. Intuitive Tool Streamlining Our Daily Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Forest M. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Redtail Technology?** I use Redtail Technology for the calendar and reminders, which is the most important thing for me. I enjoy having the app available to log in first thing in the morning and check my schedule for the day. It's great for putting in reminders for daily tasks and meetings. Uploading documents is really important, and I can pull up what I need when moving between office locations. I love the easily accessible search at the top to find a client quickly. It helps when I receive a phone call and can immediately pull up information or notes from previous conversations. Overall, I've been very happy with Redtail, and I haven't had any glitches. It's intuitive and easy to use, and setting it up was extremely easy. **What do you dislike about Redtail Technology?** Sometimes, when I haven't used the tasks or note area, it takes me a minute to remember where that is supposed to be or where to go for that particular thing. **What problems is Redtail Technology solving and how is that benefiting you?** I use Redtail Technology for its calendar and reminders, making my schedule easily accessible. It combines my calendar and documents, unlike using separate tools, which is a big problem solver for me. ### 3. Optimized for Financial Services, Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Beth B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Redtail Technology?** I appreciate Redtail Technology for being a helpful CRM tool, especially optimized for the financial services industry. It assists from an operational standpoint by automating our processes and SOPs through workflows, allowing us to integrate multiple team members efficiently in handling our client service needs. I like the ability to customize the tool to create different users, subgroups, and teams, which lets us effectively handle tasks without unnecessary alerts bogging us down. The soft touch campaign and marketing features, along with future reminders, really enhance the soft part of our client service. Plus, their support is fantastic, consistently providing five-star assistance, whether over the phone or through the virtual app component embedded in the CRM. It's easy to get things set up when they're not in place, thanks to their bright and helpful team. **What do you dislike about Redtail Technology?** The top thing is gonna be the fact that all documents, both through activities where they're linked in the documents tab and through imaging, when you actually click on them, unfortunately, download to a local drive. There's too many high compliant risks in having something locally stored on a work-related PC, so we simply don't use that at this time. **What problems is Redtail Technology solving and how is that benefiting you?** I find Redtail Technology helps automate processes, integrates team members efficiently, and ensures clients are scheduled timely. It enhances our client service with features like non-editable compliance notes, soft touch campaign support, and future reminders while allowing effective team customization without excess alerts. ### 4. Intuitive CRM with Seamless Orion Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Redtail Technology?** What I like most about Redtail Technology is it's very intuitive. It also integrates with Orion, so I'm not doing double work. It pushes and pulls information back and forth between the two, allowing for a cohesive experience. I don't have to worry about what I need to put in one that I've already put in the other. **What do you dislike about Redtail Technology?** Definitely the householding. A lot of times I'll go in and I will create on the primary account holder I'll put in spouse, and I'll go ahead and fill that information in. And when you do that, it doesn't work well. So you have to go in and put each spouse in individually as a separate person and then you have to go in and on the primary person, add the spouse to the household. But yeah. So it's a little bit clunky on that. We've had some challenges with that. There have also been some challenges with some of those initial fields when we're filling them out. So we've learned to be a little bit light on filling out initial fields until we get the spouses lined up and linked together. The initial setup was easy as far as just creating your login and, and getting into the product. It was not as easy when you started adding clients to the software where there were spouses. That's where we started having some challenges. **What problems is Redtail Technology solving and how is that benefiting you?** I use Redtail Technology to keep all client communications in one place, plan for future needs, schedule meetings with alarms and reminders, and provide structured client service. ### 5. Dependable CRM with Customizable Workflows **Rating:** 3.5/5.0 stars **Reviewed by:** Luke W. | Client Excellence & Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Redtail Technology?** I find Redtail Technology to be a dependable and practical solution for managing client relationships and internal workflows. It is pretty easy to navigate and highly customizable, which is a big plus for me. I also like how it integrates smoothly with a lot of different financial companies that we deal with, along with portfolio management and reporting platforms. The software supports team collaboration well and provides consistent organization that we need. The workflow features are helpful, and the shared calendar, for the most part, works pretty well. **What do you dislike about Redtail Technology?** I think they had an internal form field, which allowed you to quickly fill out an internal form to sort a workflow. That might be helpful. Also, internal forms have had a way to collaborate within internally. To get workflow processes done. I think within the workflows, if you had an area where you could have an online form with checkboxes and input text fields, it would add structure to the internal workflows and also to preformatted notes. **What problems is Redtail Technology solving and how is that benefiting you?** I find Redtail Technology to be a dependable solution for managing client relationships and internal workflows. It's easy to navigate, highly customizable, integrates smoothly with financial companies, and supports team collaboration and consistent organization. ### 6. Centralized Client Hub, Needs AI Enhancement **Rating:** 4.0/5.0 stars **Reviewed by:** Ashton P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Redtail Technology?** I like that Redtail Technology serves as a central hub where all client information is kept. We refer to it as the bible because it's nice to have one spot for everything, like contact information, Social Security numbers, and notes on past client interactions. It's the one source we look at when trying to figure out what we've done with a client or what needs to be done. I think the initial setup was smooth as we were able to import our contacts and it worked well. **What do you dislike about Redtail Technology?** I think it would be better if there was some sort of AI integrated or included with the subscription. **What problems is Redtail Technology solving and how is that benefiting you?** I use Redtail Technology to keep track of client information and ensure compliance. It's helpful for meetings and taking notes, and it's our go-to source for reviewing past interactions. I like having all information in one spot, which we call the bible. ### 7. Efficient Client Management, Needs Bulk Improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Chynna H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Redtail Technology?** I use Redtail Technology for all of our client notes, which is super helpful for keeping records of any interaction with clients. This way, we always know what was discussed the last time we spoke with them. I really like the bulk email feature because it allows us to send communications to multiple people, and it assists us a lot. Plus, we can keep the same group and update it as we go. **What do you dislike about Redtail Technology?** When deleting someone from a bulk group, it will delete them from the system. It would be nice to delete them from the group instead of having to go directly to their profile and losing your spot on the group. **What problems is Redtail Technology solving and how is that benefiting you?** I use Redtail Technology to keep client interaction records, so we know what was discussed last time. I value the bulk email feature for sending communications to multiple people efficiently and managing group updates. ### 8. Efficient Client Management with Minor Integration Glitches **Rating:** 4.0/5.0 stars **Reviewed by:** Nancy H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Redtail Technology?** I rely on Redtail Technology to organize my days and weeks, extending out to a month for planning. I appreciate the CRM features because, without them, I would have to use another tool, but it works well for me. I like that I can see everything going on with a specific client in a single view, regardless of who is working on it, which helps in my meetings with the client. I also find it helpful to see if three people are working on something for one client, adding efficiency to our client interactions. **What do you dislike about Redtail Technology?** The Schwab integration could use some work. It doesn't always load the paperwork the way it was designed to. **What problems is Redtail Technology solving and how is that benefiting you?** I rely on Redtail Technology to organize my planning, and its CRM features eliminate the need for another tool. I also like having a single view of client activities which helps streamline meetings. ### 9. Centralized CRM with Room for Customization **Rating:** 4.0/5.0 stars **Reviewed by:** Jerry B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Redtail Technology?** I use Redtail Technology as my central tech hub for running my practice. I like its ease of use as a CRM, which allows me to integrate everything from form completion to AI notes and marketing. It solves the problem of centralizing essential client data, integrating my tech stack, and being able to extract client data. The initial setup was very easy, just an Excel spreadsheet upload and done. I also appreciate that Redtail Technology is proactively improving and being a leader in the Fintech industry. The specialization to the financial industry is another strong point for me. **What do you dislike about Redtail Technology?** Not being able to customize certain aspects such as allowing a task to rollover daily, not just assigned to one date or time. **What problems is Redtail Technology solving and how is that benefiting you?** I use Redtail Technology to centralize client data, integrate my tech stack, and extract client information efficiently. ### 10. Effortlessly Customizable CRM with Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah N. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Redtail Technology?** I really appreciate that Redtail Technology is customizable enough without needing an engineer to make changes. It's also awesome that Orion and Redtail are now partnered. I like that Redtail integrates with Orion, and I love the fact that at any point you can jump on a chat or screen-share with someone from Redtail who will walk you through whatever you need. Their one-on-one topic-specific trainers are amazing too. Plus, if you want to take a deep-dive into a particular topic, they will spend one hour with you at no extra charge. The initial setup was so easy, and I give it a 10 out of 10. **What do you dislike about Redtail Technology?** They could further improve on the seminars section. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail Technology cuts down on the need to spend $50k-$70k per year customizing my CRM, offering a customizable yet user-friendly system. ## 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/redtail-technology-review-12411957?section=pricing&secure%5Bexpires_at%5D=2026-05-12+22%3A59%3A17+-0500&secure%5Bsession_id%5D=e998d3b5-ca29-4f8e-9d55-8f81d15b928d&secure%5Btoken%5D=ac64c0f567726f1400708f731bc49e1f3caeb94050e3d5b4d71cbc73f5e4f7b9&format=llm_user) ## Redtail Technology Integrations - 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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) - 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