Redtail Technology
A customer relationship management platform built specifically for financial advisors to manage client relationships, automate workflows, and stay compliant.
- Also known as
- redtail-technology
Available worldwide · Popular in: US
What is Redtail Technology?
Purpose-built CRM for financial advisors that centralizes client data, automates workflows, and helps firms maintain compliance with SEC and FINRA requirements.
Redtail Technology pricing
Plans, per-tier features and add-ons, dated and linked to live pricing. Pricing changes often; always verify at source before you rely on it.
From $39/user/mo. 30-day free trial included.
Launch
Up to 5 users
- users
- 5
- Contact and Account Management
- Detailed Contact Reporting
- Customizable Segmentation
- Access to 100s of Integrations
- Secure Mobile App
Growth
Unlimited users. Most popular.
- Everything in Launch
- Imaging
- Speak (compliant texting)
- Process Workflows
- Automation Triggers
- Viewing Permissions
- Document Storage
Enterprise
Contact salesCustom pricing for larger teams and advisor networks
What Redtail Technology does
The capabilities that matter for wealth management, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- Schwab fidelity pershing custodial data sync
- ✓
- Monte carlo retirement simulation planning
- -
- Automated portfolio rebalancing and tax loss harvesting
- -
- Aum fee calculation and direct billing push
- -
- Client facing white label portal and mobile app
- -
- Sec finra compliant email and document archiving
- ✓
- Risk tolerance questionnaires and scoring
- -
- Held away asset aggregation plaid byallaccounts
- -
- Estate and tax planning scenarios
- -
- SOC2 type ii
- -
- ISO 27001
- -
- Pricing model
- Flat monthly per user
Platform & deployment
Independently observed- Web
- Cloud / SaaS
Integrations (3)
Independently observed- Orion
- Schwab
- eMoney
Redtail Technology alternatives
Other wealth management we track, ranked by the same independent score.
- WealthboxClient relationship management platform designed for financial advisory firmsmedium · 56%
- MoneyGuideProA financial planning software platform for advisors to build customized wealth plans at any client scalelow · 21%
- Orion Advisor TechAll-in-one software platform for managing comprehensive wealth advisory operationslow · 20%
- eMoney AdvisorFinancial planning software that helps advisors scale their practice and spend more time on client engagement.low · 22%
- AddeparData consolidation and AI analytics platform for wealth management firmslow · 9%
- VestmarkPortfolio management platform designed for wealth advisors and asset managerslow · 8%
Compare Redtail Technology
Side by side against other wealth management, attribute by attribute, with a source on every value.
The Vioscale score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Redtail Technology, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Pricing transparency | 75 | 0.08 | 6.3 | ✓ |
| Price level | 50 | 0.05 | 2.6 | ✓ |
| Capabilities | 46 | 0.05 | 2.2 | ✓ |
| Integrations | 17 | 0.04 | 0.7 | ✓ |
| Reliability | 0 | 0.07 | 0.0 | - |
| Security posture | 0 | 0.07 | 0.0 | - |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Pricing model: flat_monthly_per_user · Schwab fidelity pershing custodial data sync: Yes · Sec finra compliant email and document archiving: Yes | mediumsource · 2026-08-24 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 3 | mediumsource · 2026-08-24 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | mediumsource · 2026-08-24 · 50% |