# Redtail Technology

> A customer relationship management platform built specifically for financial advisors to manage client relationships, automate workflows, and stay compliant.

- **Canonical URI:** https://www.vioscale.ai/software/redtail-technology
- **Category:** Wealth Management
- **Homepage:** https://redtailtechnology.com
- **Also known as:** redtail-technology
- **Profile claimed by vendor:** no
- **Last updated:** 2026-08-24T10:00:09.707Z

## Vioscale score

**52.5 / 100**, confidence 37% (low). Computed 2026-09-01.

Composite of weighted, independently-sourced signals (no user reviews, no vendor payment).

| Signal | Score | Weight | Contribution | Evidence present |
|---|--:|--:|--:|:--:|
| price_level | 50 | 0.052 | 2.6 | ✓ |
| reliability | 0 | 0.073 | 0 | - |
| capabilities | 45.8 | 0.04877777777777778 | 2.2 | ✓ |
| integrations | 17.3 | 0.04066666666666666 | 0.7 | ✓ |
| security_posture | 0 | 0.073 | 0 | - |
| pricing_transparency | 75 | 0.084 | 6.3 | ✓ |

## Pricing

_As of 2026-08-24, [verify at source](https://redtailtechnology.com/pricing). Independently observed._

from $39/user/mo · Subscription · 30-day trial

> From $39/user/mo. 30-day free trial included.

| Plan | Price | Free | Commitment |
|---|---|:--:|---|
| Launch | $39/user/mo annual or $45/user/mo monthly | - | min 1 seats |
| Growth | $59/user/mo annual or $65/user/mo monthly | - | - |
| Enterprise | Contact sales | - | annual |

### Launch

Up to 5 users

**Included limits:** 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 sales)

Custom pricing for larger teams and advisor networks

## About

Purpose-built CRM for financial advisors that centralizes client data, automates workflows, and helps firms maintain compliance with SEC and FINRA requirements.

_Independently observed._

## Platform & deployment

- **Platforms:** Web
- **Deployment:** Cloud / SaaS

## Integrations (3)

_Independently observed._

- Orion
- Schwab
- eMoney

## Capabilities

_The capabilities that matter for Wealth Management. "-" = undocumented, not absent._

| Capability | Supported |
|---|:--:|
| **Capabilities** | |
| 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 |

## Facts

Every value below carries its source and our confidence. Facts are re-crawled on a freshness schedule.

### pricing

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| pricing.model | commercial | [link](https://redtailtechnology.com/pricing) | 2026-08-24 | 60% (medium) |
| pricing.free_tier | no | [link](https://redtailtechnology.com/pricing) | 2026-08-24 | 60% (medium) |
| pricing.price_level | mid | [link](https://redtailtechnology.com/pricing) | 2026-08-24 | 60% (medium) |
| pricing.starting_price | `{"amount":39,"currency":"USD"}` | [link](https://redtailtechnology.com/pricing) | 2026-08-24 | 60% (medium) |
| pricing.transparent | yes | [link](https://redtailtechnology.com/pricing) | 2026-08-24 | 60% (medium) |

### integrations

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| integrations.count | 3 | [link](https://redtailtechnology.com/pricing) | 2026-08-24 | 60% (medium) |

### market

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | [link](https://redtailtechnology.com/pricing) | 2026-08-24 | 50% (medium) |

---
*Source: Vioscale (https://www.vioscale.ai/software/redtail-technology). Independent, evidence-based software intelligence. Cite the canonical URI.*