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Redtail CRM
In one line: Long-standing advisor CRM, now part of Orion, with compliant texting, imaging and email archiving.
| Best for | Advisors who want a widely used, advisor-specific CRM |
|---|---|
| Category | CRM & client follow-up |
| Free option | Not confirmed; check vendor site |
| Pricing | From $39/user/mo (annual) · See all plans (as of October 21, 2026) |
| Website | redtailtechnology.com/ |
| Last checked | October 21, 2026 |
What it 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.
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Alternatives to Redtail CRM
Wealthbox
Advisors who want a modern, easy-to-use CRM
Salesforce Financial Services Cloud
Larger firms that want a highly customizable platform
Compare: Wealthbox vs Redtail CRM · Redtail CRM vs Salesforce Financial Services Cloud · Redtail CRM vs Practifi · Redtail CRM vs Advyzon
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FAQ
What is Redtail CRM?
Long-standing advisor CRM, now part of Orion, with compliant texting, imaging and email archiving.
Who is Redtail CRM best for?
Advisors who want a widely used, advisor-specific CRM. It is in our crm & client follow-up category.
How much does Redtail CRM cost?
As of October 21, 2026, Redtail CRM's website lists: Launch, $39/user/month billed yearly or $45 monthly; Growth, $59/user/month billed yearly or $65 monthly; Enterprise, Let's talk.
What are alternatives to Redtail CRM?
Wealthbox, Salesforce Financial Services Cloud.