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Redtail Technology

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Company health

Employee growth
11% increase in the last year
Web traffic
22% decrease in the last quarter

Ratings

G2
4.3/5
(136)
Glassdoor
3.5/5
(42)

Redtail Technology description

Redtail Technology provides web-based tools designed specifically for financial advisors. It helps manage client relationships, store documents electronically, archive emails, and send compliant text messages. Redtail aims to simplify daily operations for financial firms and integrate with other commonly used software in the industry. While acquired by Orion Advisor Solutions, Redtail continues to operate independently.

Who is Redtail Technology best for

Redtail Technology offers web-based CRM tools for financial advisors to manage client relationships, documents, and communications. Users appreciate its centralized information access and user-friendly interface. However, some have noted slow server speeds and limited customization options. Redtail is a cost-effective solution particularly suited for small to medium-sized firms seeking streamlined operations.

  • Ideal for small to medium-sized financial advisory firms (1-1000 employees).

  • Best fit for businesses in the Finance, Banking, and Insurance sector.

Redtail Technology reviews

We've summarised 136 Redtail Technology reviews (Redtail Technology G2 reviews) and summarised the main points below.

Pros of Redtail Technology
  • Centralized client information access for the entire office.
  • User-friendly interface for basic CRM functions.
  • Cost-effective solution for small financial advisory businesses.
  • Responsive and knowledgeable customer support.
  • Continuous improvements and updates to the platform.
Cons of Redtail Technology
  • Slow server and frequent timeouts, impacting data loading speed.
  • Limited customization for fields and layouts, hindering data organization.
  • Cumbersome bulk data import/edit process, requiring reliance on Redtail support.
  • Unreliable Outlook sync with Retriever, creating calendar issues.
  • Limited integrations beyond common financial software, impacting broader business needs.

Redtail Technology alternatives

  • Logo of Redtail CRM
    Redtail CRM
    Client management hub for financial advisors, boosting organization and efficiency.
    Read more
  • Logo of Orion Planning
    Orion Planning
    Connects financial goals with investments, streamlining advisor workflows.
    Read more
  • Logo of Wealthbox CRM
    Wealthbox CRM
    Simple CRM for financial advisors to manage clients and grow.
    Read more
  • Logo of LeadCenter.AI
    LeadCenter.AI
    AI-powered CRM for financial advisors; automate and grow.
    Read more
  • Logo of Hearsay, A Yext Company
    Hearsay, A Yext Company
    Compliant client engagement for financial advisors.
    Read more
  • Logo of Keeper
    Keeper
    Effortless client management and bookkeeping automation.
    Read more

Redtail Technology FAQ

  • What is Redtail Technology and what does Redtail Technology do?

    Redtail Technology offers web-based CRM and client management tools tailored for financial advisors. It streamlines daily operations with features like electronic document storage, email archiving, and compliant text messaging. Redtail is ideal for small to medium-sized financial advisory firms seeking efficient client relationship management.

  • How does Redtail Technology integrate with other tools?

    Redtail Technology integrates with several common financial software tools, but users have expressed a desire for broader integrations beyond the financial sector. While it connects well within the finance industry, it may have limitations for businesses with diverse software needs.

  • What the main competitors of Redtail Technology?

    Top alternatives to Redtail Technology include Wealthbox CRM, Orion Planning, and LeadCenter.AI. Wealthbox CRM offers a simplified approach to client management, while Orion Planning focuses on connecting financial goals with investments. For AI-powered automation, LeadCenter.AI is a strong competitor.

  • Is Redtail Technology legit?

    Yes, Redtail Technology is a legitimate company providing CRM software for financial advisors. User reviews highlight Redtail's centralized client information access and user-friendly interface. It's a safe and cost-effective solution, especially for small to medium-sized financial advisory businesses.

  • How much does Redtail Technology cost?

    Redtail Technology CRM pricing starts at $99 per month for the core CRM. There is no pricing information available for Redtail Speak or Redtail Imaging. Contact Redtail directly for detailed pricing information.

  • Is Redtail Technology customer service good?

    Customer reviews on Redtail's customer service are mixed. While some users praise the responsive and knowledgeable support team, others have experienced difficulties, citing slow response times and unhelpful solutions for technical issues like calendar syncing problems.

Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.