--- title: Redtail Technology Reviews meta_title: 'Redtail Technology Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 268 reviews by the users' company size, role or industry to find out how Redtail Technology works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 268 scale: '5' date_modified: '2026-07-07' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # 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, finding it intuitive and efficient for managing client data. (83 reviews) - Users appreciate the **excellent customer service** and efficient system integration of Redtail Technology for their daily needs. (39 reviews) - Users value the **seamless integrations** of Redtail Technology, enhancing their experience and simplifying workflows significantly. (32 reviews) - Users commend Redtail Technology for its **excellent customer support** , appreciating quick responses and knowledgeable service agents. (25 reviews) - Users find the **initial setup easy** , enhancing their overall experience with Redtail Technology as a CRM solution. (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 are frustrated by the **missing features** in Redtail Technology, which limit efficiency and user experience. (18 reviews) - Users find the **limited features** of Redtail Technology lacking, particularly in search and direct calling capabilities. (12 reviews) - Users struggle with **integration issues** , finding it difficult to sync and customize systems like Outlook and Mail Chimp. (11 reviews) - Users experience a **steep learning curve** with advanced features, requiring additional time and support to master. (10 reviews) - Users experience **poor customer support** , often facing long hold times and complicated report filters that hinder usability. (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 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-07+14%3A04%3A00+-0500&secure%5Bsession_id%5D=81b1e7f3-ebb4-48ea-b970-9ebb474aea47&secure%5Btoken%5D=f255ad5dc2734d8ae20223855693e8acdae697c50c25aca6f595767274ce17dd&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) - [Envestnet Wealth Management Platform](https://www.g2.com/products/envestnet-wealth-management-platform/reviews) - [eWealthManager by AssetMark](https://www.g2.com/products/ewealthmanager-by-assetmark/reviews) - [FireLight](https://www.g2.com/products/firelight/reviews) - [GReminders](https://www.g2.com/products/greminders/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Jetpack Workflow](https://www.g2.com/products/jetpack-workflow/reviews) - [Jump](https://www.g2.com/products/jump-2026-06-29/reviews) - [Kwanti Analytics](https://www.g2.com/products/kwanti-analytics/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [MyRepChat](https://www.g2.com/products/myrepchat/reviews) - [Orion](https://www.g2.com/products/orion-2025-02-03/reviews) - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) - [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) - [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)