Redtail Technology
A relationship management system for financial advisors to organize and manage client interactions
- Vendor
- Redtail Technology
- Also known as
- redtail-technology
Available worldwide · Popular in: US
What is Redtail Technology?
A software platform that consolidates client information, communication records, and workflow tools for financial advisory teams, with built-in compliance features for regulatory 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 FAQ
Common questions about Redtail Technology, answered from independent, dated evidence.
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. It is indexed under Wealth Management.
How much does Redtail Technology cost?
Redtail Technology is a paid product; published pricing starts at $39 per user per month. It is sold across 3 plans (Launch, Growth and Enterprise). There is no free tier. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.
What platforms does Redtail Technology support?
We have confirmed browser-based access to Redtail Technology. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.
Can Redtail Technology be self-hosted?
We have only confirmed a cloud / SaaS deployment for Redtail Technology, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.
What does Redtail Technology integrate with?
We have confirmed 3 integrations for Redtail Technology, including Orion, Schwab and eMoney. This is what we could verify from public sources, so the vendor may support others we have not indexed.
Where is Redtail Technology available?
Redtail Technology is available worldwide. Its primary market is the United States.
Redtail Technology alternatives
Other wealth management we track, ranked by the same independent score.
- WealthboxClient relationship management platform designed for financial advisory firms with integrated AI capabilitiesmedium · 57%
- MoneyGuideProComprehensive financial planning platform for advisors to scale their planning serviceslow · 14%
- Orion Advisor TechFocus on advisory work rather than managing complex technology infrastructurelow · 13%
- AddeparConsolidate fragmented financial data across your firm and leverage AI-powered analytics to manage complex portfolios and automate key workflowslow · 8%
- VestmarkPortfolio management platform designed for scaling wealth management operationslow · 8%
- eMoney AdvisorCentralized financial planning platform for advisors to serve clients at every stage of their financial journeylow · 14%
Compare Redtail Technology
Side by side against other wealth management, attribute by attribute, with a source on every value.
The vioscaleAI 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 |
|---|---|---|---|---|
| Capabilities | 46 | 0.04 | 2.0 | ✓ |
| Pricing transparency | 20 | 0.09 | 1.9 | ✓ |
| Integrations | 17 | 0.05 | 0.8 | ✓ |
| Price level | 0 | 0.10 | 0.0 | - |
| Reliability | 0 | 0.06 | 0.0 | - |
| Security posture | 0 | 0.04 | 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.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 6 items | mediumsource · 2026-09-10 · 58% |
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 · 2026-09-22 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 3 | mediumsource · 2026-09-22 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | mediumsource · 2026-08-24 · 50% |
Pricing
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