I like how easy Redtail Technology is to use and how it integrates seamlessly with my tech stack, including our financial planning software, eMoney. The initial setup was very easy as well, which was a big plus. Review collected by and hosted on G2.com.

I would like an AI note-taking capability within Redtail. Review collected by and hosted on G2.com.

I like Redtail Technology because it's friendly software and has everything I need on the first page. It helps me keep track of all new accounts and updates automatically, making it easy to find all the information I need. So far, everything works good with it. Review collected by and hosted on G2.com.

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I like Redtail Technology for its ease of use, which makes things straightforward for me. I really appreciate the ability to find information quickly about my clients. It's also easy to set up, which was a big plus for me. The CRM system seems more advanced compared to others I have used. Review collected by and hosted on G2.com.

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I like Redtail Technology's easy-to-use interface and how well Speak works. I also appreciate the frequent updates. These features help us serve our clients quickly and efficiently. The initial setup was very easy, and the only thing we needed was an adjustment to using the system. Review collected by and hosted on G2.com.

I don't like that update suggestions are not processed quickly enough. Review collected by and hosted on G2.com.

The most helpful tool for me in Redtail is the daily activities. It helps me to stay on track and know exactly what I need to work on each day. It's also great to have all of our clients' information available with ease. Review collected by and hosted on G2.com.

The only downside of using Redtail that I can think of is that it can be a little confusing when running a quick list or tag group, but when this happens, I call support and they are very helpful explaining how to perform the search. Review collected by and hosted on G2.com.

I like that Redtail Technology is easy to use and integrates with our custodian. The account opening workflow is particularly valuable. Review collected by and hosted on G2.com.

I find the task management workflows in Redtail Technology could be improved. I'd like a better way to view and manage tasks throughout our team, possibly with a project-based process. Review collected by and hosted on G2.com.

I like Redtail Technology's calendar and document storage as they are easy to use and user-friendly. I also appreciate that I used to pay for document storage, but now it's included in my Redtail Technology subscription, which is quite beneficial. Review collected by and hosted on G2.com.

I find tasks hard to follow and tagging groups could be easier. Review collected by and hosted on G2.com.

I like that Redtail Technology helps me keep great notes and integrates well with other companies like LaserApp and Jump, which saves me a lot of time. The initial setup was also very easy. Review collected by and hosted on G2.com.

I don't like that it can be slow, especially when going from client to client. Review collected by and hosted on G2.com.

I like that Redtail Technology brings our entire database into one interface and breaks it out into different opportunities. It helps us track ROI and opportunities and track opportunities with each individual client. Review collected by and hosted on G2.com.

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I like how easy it is to get to client information, create reports, and access imaging with Redtail Technology. Review collected by and hosted on G2.com.

I dislike the email syncing issues with Redtail Technology. There have been numerous times that our emails have not shown up, which is quite frustrating. Including risk also doesn't work as well as it could. Review collected by and hosted on G2.com.