Redtail Technology

Redtail Technology is the leader in Web-Based Client Relationship Management solutions for the financial adviser. Redtail is bringing next-generation technology to the financial adviser to help them better manage their client base so that they have MORE TIME, earn MORE MONEY and have MORE FUN!


Redtail Technology is a privately held company that has been serving financial advisors since 2003. We have grown into the leader in web-based client relationship solutions for financial advisors. Redtail CRM is an easy-to-use solution that is used by over 17,000 offices from 200+ different Broker Dealers and Institutions. Redtail CRM features tools for compliant notes and documentation, calendar and task management, opportunity tracker, seminar management, and workflows for office and business processes, while also offering account and Know Your Client data fields essential to the advisory business. Redtail also provides a mobile app for both Android and iOS devices to make working on the go easier for an advisor. Redtail has an Open API and provides integrations with 92+ different partners, many of which are listed here. Our focus is to be a great CRM for advisors and to create meaningful integrations with the technology that advisors are using today. By focusing sharply on these two areas, we not only eliminate much of the redundant data entry common in advisor practices, but also allow advisors and staff to access the majority of their client information from within the core solution of CRM. Finally, our Redtail support and training are second to none. We understand that financial advisors and their staffs vary widely in terms of how tech savvy they may be, so we try to provide all of the resources we can to help advisers maximize the value from their CRM.

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