Redtail
Redtail CRM holds #1 position in advisor CRM market share per 2026 T3 Advisor Software Survey. Built specifically for financial advisors with advisor-specific workflows and compliance-aware contact management.
What is Redtail?
Redtail offers CRM specifically designed for financial advisors with native integrations for financial services tools. Over 100,000 advisors use Redtail with high satisfaction ratings (7.7-8.2/10). Features include automated workflows for new client onboarding, client communications, and reviews that standardize processes and minimize errors. The platform offers partnerships with 100+ industry-leading brands for seamless integration. Ongoing updates from Orion include UI enhancements and AI features like AI-powered note-taking. Pricing is dead simple: $99/month per database with unlimited users, ensuring affordability and predictability with no surprise charges. Founded in 2003 and now part of Orion Advisor Solutions.
Pricing
$99/month
