Redtail CRM
The long-standing CRM standard for financial advisors, now part of Orion
About Redtail CRM
Redtail CRM is one of the most widely adopted CRMs in the financial advice industry, used by tens of thousands of advisors. Acquired by Orion in 2022, it offers contact and household management, workflow automation, seminar and campaign tracking, notes, reporting, and FINRA-compliant texting via Redtail Speak. Advisors can group family members into households, track relationships across generations, and connect Redtail to 100+ integrations spanning custodians, portfolio management, and financial planning. As part of Orion Advisor Tech, it links to Orion Planning and Portfolio View for a unified workflow.
Pros & Cons
Pros
- Deep integration ecosystem across advisor tech
- Industry-standard workflows built for compliance
- Strong household and relationship grouping
- Part of the broader Orion platform
Cons
- Interface feels dated compared to newer CRMs
- Best value only when paired with Orion tools
- Steeper learning curve for new users
Key Features
Household and family relationship grouping
Organize contacts into households and link related family members
Workflow automation and templates
Prebuilt and custom workflow templates for compliant advisor processes
Seminar and campaign tracking
Manage marketing seminars and campaigns inside the CRM
FINRA-compliant texting (Redtail Speak)
Compliant client texting with archiving built for regulated advisors
Document imaging (Redtail Imaging)
Store and organize client documents within the CRM
100+ integrations
Connect to custodians, portfolio management, and planning tools
Compliance and activity reporting
Reporting designed around advisor compliance requirements
Orion Advisor Tech integration
Deep links to Orion Planning and Portfolio View
Broadcast email
Send bulk email campaigns to segments of your book
Mobile access
Manage contacts and activities on mobile devices
Pricing
- Contact & household management
- Workflow automation
- 100+ integrations
- Compliance reporting
- Notes & activities
- Everything in Launch
- Unlimited users
- Redtail Imaging
- Redtail Speak (FINRA-compliant texting)
- Orion Planning access
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