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Redtail Technology Overview

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What is 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 Details
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Languages Supported
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Product Description

Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

How do you position yourself against your competitors?

Our primary differentiators are our product itself, our pricing model, and our support.
In terms of the product, Redtail CRM was the first cloud-based CRM solution tailored specifically for financial advisors, and the financial services market is where our focus has remained. Redtail CRM is designed to streamline the day-to-day tasks that advisors and their staffs have to perform, and the tools and data fields present within Redtail apply specifically to advisor needs.
In terms of pricing, Redtail is a subscription-based service with free conversion of data from legacy CRM systems.
In terms of support, we take a backseat to no one. Part of our mission is to create raving fans and we strive every day to do just that through the service and support we offer Redtail subscribers.

Seller Details
Seller
Orion Advisor Tech
Company Website
HQ Location
Omaha, NE
Twitter
@orionwealthtech
7,804 Twitter followers
LinkedIn® Page
www.linkedin.com
1,727 employees on LinkedIn®
Description

Orion Advisor Tech is a leading provider of technology solutions for financial advisors and wealth management firms. The company offers a comprehensive suite of tools designed to streamline operations, enhance client engagement, and improve investment management. Their platform includes portfolio management, reporting, billing, and compliance solutions, all aimed at empowering advisors to deliver exceptional service and achieve better investment outcomes. With a focus on innovation and client success, Orion Advisor Tech supports advisors in navigating the complexities of the financial landscape. Visit their website at https://orionadvisortech.com/ for more information.

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Overview Provided by:
David Mehlhorn
Director of Sales at Redtail Technology

Redtail Technology Integrations

(21)
Verified by Redtail Technology
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Recent Redtail Technology Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
2.5 out of 5
"Redtail review"
What I like best is the use of use when I use it
Read more
JM
Jamie M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Excellent CRM"
It is user friendly and very easy to use and navigate.
Read more
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Easy to work with"
Redtail is very user friendly and has a lot of the things I need to easily record work items, emails, calendar, etc.
Read more

Redtail Technology Pricing

Launch Plan
$39.00
1 User Per Month
Growth Plan
$59.00
1 User Per Month
Enterprise
Contact Us
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Redtail Technology Media

Redtail Speak Overview
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Video Reviews

Review by Paul G.
Redtail Technology review by Paul G.
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Redtail Rocks!
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183 Redtail Technology Reviews

4.3 out of 5
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183 Redtail Technology Reviews
4.3 out of 5
183 Redtail Technology Reviews
4.3 out of 5

Redtail Technology Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Redtail TechnologyQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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GM
CSR
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Redtail Technology?

Easy to navigate and easy to track within a team Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

I think there could be more integrations and easier access to recover accidentally deleted tasks. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

Calendar management and tracking tasks Review collected by and hosted on G2.com.

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Verified User in Financial Services
AF
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Redtail Technology?

Redtail is quick to communicate issues and their support staff is always available Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

I do feel their services do have somewhat frequent issues Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

Easily finding all clients information Review collected by and hosted on G2.com.

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Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Redtail Technology?

It incorporates so many aspects of my business in one place. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Would like more flexibility in organizing the home page to my preferences. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

It pulls in all of my client account information from various locations so I can view everything in one spot. There are convenient links directly to client account custodians from my client's page. Syncing with Google calendar is helpful. Review collected by and hosted on G2.com.

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Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
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Review source: Seller invite
Incentivized Review
What do you like best about Redtail Technology?

Its a great way to keep you business in line with creating tasks and workflows so things do not fal throught the cracks

Its great fro running reports off tag groupd and UDF's and Keywords

Customer support is very efficient

We operate our whole line of business through the CRM database Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

I know we have a few but cant think of them now -- I can follow up with an email

but not a lot -- for the most part it rund very good Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

with the tasks - templates etc it helps us keep accountability and completion of business Review collected by and hosted on G2.com.

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BB
Wealth Advisor
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Redtail Technology?

Works, support is available if needed. Solid platform. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Sometimes help line can be a bit of a wait. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

Imaging is making compliance easier. Review collected by and hosted on G2.com.

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HA
Assoc. Vice President and Financial advisor at White Knight Strategic Wealth Advisors
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Redtail Technology?

Convenient to use, easy and simple tool. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Nothing for me, so far. I dont know what else Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

Just using for Contacts Review collected by and hosted on G2.com.

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Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Redtail Technology?

It is good technology in theory, but we only need the basic features. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

They are not attentive to their loyal clients who have been with them for over a dozen years and try to upsell them and take away features they had from the beginning. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

We like that the email history is saved in the client folders automatically Review collected by and hosted on G2.com.

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JH
Financial Advisor
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Redtail Technology?

The holistic options from opportunites, to notes, to activites. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Maybe the workflows aspect and email system. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

Organization. Review collected by and hosted on G2.com.

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MO
Registered Rep
Small-Business(50 or fewer emp.)
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Review source: Seller invite
Incentivized Review
What do you like best about Redtail Technology?

With Redtail, I am fully organized and ready for my day. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Not a thing. Staff is great and helpful. I love how it keeps my day in order. I always know what is coming up and how to prepare for each day. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

I love the calendar and how you can create activities for you and your coworkers Review collected by and hosted on G2.com.

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Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Redtail Technology?

What I like best is the use of use when I use it Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

What I dislike about Redtail technology is how to coordinate the calendar with the day you Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

The problem that is solving is how to keep track of customer, interactions and rationale for investments Review collected by and hosted on G2.com.

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