Redtail CRM

What is Redtail CRM?

Redtail is a CRM for financial advisors. It holds client data, communication and workflows in one place, automates tasks and reminders, and adds compliance tools aimed at SEC and FINRA requirements. Redtail Speak handles compliant texting, Redtail Imaging manages documents, and Redtail Email captures and archives email. Orion owns the product.

Who is it for?

Financial advisors from solo practices to enterprises, plus operations and support staff, broker-dealers and RIAs. The company says over 100,000 advisors use it. Non-financial teams get little from its compliance focus.

Pricing

• Launch: $39/user/mo (annual), $45 monthly. Maximum 5 users. Contact management, reporting, segmentation, integrations.
• Growth: $59/user/mo (annual), $65 monthly. Unlimited users. Adds Imaging and Speak, workflows, automation triggers, document storage, compliant texting.
• Enterprise: custom, with a minimum license commitment and partnership pricing agreements.
• Trial: 30 days of the full Growth plan, no credit card.

Prices checked on 6 October 2026.

Strengths

• Built for advisors: audit-ready compliance tools for SEC and FINRA rules.
• Compliant texting: Redtail Speak, included from Growth.
• Document and email tools: Imaging for documents and Email for capture and archiving.
• 100+ integrations: Orion, Schwab, eMoney, Morningstar and Zapier among them.

What to consider

• Launch is limited to 5 users, so a larger firm starts on Growth at $59 per user.
• Texting and imaging are not in Launch.
• The homepage shows Enterprise terms only on request.
• It targets financial services; other industries lose the compliance advantage.

Bottom line

Shortlist Redtail if you are an advisory firm that needs compliant texting and archiving built into the CRM. Before buying, check which integrations your custodian and planning tools need and confirm Growth covers your user count.