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Redtail CRM review for financial advisors
By William Foster · Updated October 21, 2026
Verdict: Redtail CRM is best for advisors who want a widely used, advisor-specific CRM. Pricing: From $39/user/mo (annual). Skip it if you want an all-in-one platform with portfolio reporting built in.
How we review: this is an editorial summary of what Redtail CRM publishes about its product and pricing, checked on October 21, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Advisors who want a widely used, advisor-specific CRM |
|---|---|
| Category | CRM & client follow-up |
| Starting price | From $39/user/mo (annual) |
| Free option | Free trial offered. |
| Pricing model | Published on the vendor's website |
| Website | redtailtechnology.com/ |
What Redtail CRM does
Redtail offers CRM plus add-ons for compliant texting (Speak), document imaging and email archiving, and integrates with many advisor tools. Orion's website states Redtail has been an Orion company since 2022.
Key capabilities, per Redtail CRM
- Advisor CRM with hundreds of integrations
- Compliant texting (Speak) and document imaging on Growth
- Part of Orion
Good fit if
You want advisors who want a widely used, advisor-specific CRM.
We recommend it for: solo advisors.
Skip it if
You want an all-in-one platform with portfolio reporting built in.
What to check before you buy
- Launch caps you at 5 users.
- Texting and imaging require Growth.
- Ask about Orion bundling if you use Orion.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Redtail CRM compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Redtail CRM | From $39/user/mo (annual) | Free trial offered. | Pricing details |
| Wealthbox | From $59/user/mo | Free trial offered. | Pricing details |
| Salesforce Financial Services Cloud | From $325/user/mo (annual) | None listed | Pricing details |
| Practifi | From $135/user/mo | None listed | Pricing details |
| Advyzon | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Wealthbox vs Redtail CRM · Redtail CRM vs Salesforce Financial Services Cloud · Redtail CRM vs Practifi · Redtail CRM vs Advyzon · All Redtail CRM alternatives
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FAQ
Is Redtail CRM good for financial advisors?
It's a strong fit for advisors who want a widely used, advisor-specific crm. Long-standing advisor CRM, now part of Orion, with compliant texting, imaging and email archiving.
What are Redtail CRM's main features?
Advisor CRM with hundreds of integrations. Compliant texting (Speak) and document imaging on Growth. Part of Orion.
Who should not use Redtail CRM?
You want an all-in-one platform with portfolio reporting built in.
How much is Redtail CRM?
From $39/user/mo (annual) as of October 21, 2026. See the full plan list on our Redtail CRM pricing page.