As of September 28, 2026, Redtail had a public plan page on redtailtechnology.com. As of September 28, 2026, Redtail also had a product home page at redtailtechnology.com.
Redtail sells CRM software built for financial advisors. Bottom line: the plans are easy to compare on paper, but only if the written quote matches the plan you think you bought.
Your next step: read the plan-page facts, then email Redtail the questions below. If you’d rather build client acquisition under your own firm’s name, see how OJay works with advisors.
OJay Media also sells marketing to financial advisors, so we have a commercial interest in this topic. This page doesn’t rate Redtail. It makes no claim about the outcomes of Redtail’s customers.
What does Redtail sell to advisors?
As of September 28, 2026, Redtail’s website listed a CRM product for financial advisors.
As of September 28, 2026, Redtail’s website listed a Speak product for compliant texting.
As of September 28, 2026, Redtail’s website listed an Imaging product for document storage.
As of September 28, 2026, Redtail’s website listed an Email product for auto-archiving.
As of September 28, 2026, Redtail’s website listed Launch and Growth as named plan tiers.
Those products sit under one vendor brand. Your day-to-day work still depends on which plan and add-ons you buy.
What did Redtail list on its plan page?
As of September 28, 2026, Redtail’s website listed a $39 monthly starting figure for the Launch plan.
As of September 28, 2026, Redtail’s website listed a $45 monthly figure for Launch.
As of September 28, 2026, Redtail’s website listed a five-user maximum for Launch.
As of September 28, 2026, Redtail’s website listed Redtail CRM inside the Launch plan.
As of September 28, 2026, Redtail’s website listed a $59 monthly starting figure for the Growth plan.
As of September 28, 2026, Redtail’s website listed a $65 monthly figure for Growth.
As of September 28, 2026, Redtail’s website listed Imaging and Speak inside the Growth plan.
As of September 28, 2026, Redtail’s website listed an Enterprise plan path.
As of September 28, 2026, Redtail’s website listed a Premiere partnership path for larger teams.
As of September 28, 2026, Redtail’s website listed a minimum license commitment for Enterprise.
Ask Redtail to put the number for your filters in an email.
What else did Redtail list for buyers?
As of September 28, 2026, Redtail’s website listed a Growth-plan trial for new users only.
As of September 28, 2026, Redtail’s website listed a 30-day starter path for new users.
As of September 28, 2026, Redtail’s website listed integrations with Orion, Schwab, and eMoney.
As of September 28, 2026, Redtail’s website listed a claim of 100-plus tool integrations.
As of September 28, 2026, Redtail’s website listed a T3 Inside Information Advisor Software Survey 2025 footnote on CRM market share.
Vendor footnotes and survey lines are starting points. Ask Redtail what the footnote covers for your firm size.
How should you read Redtail reviews?
Peer threads and vendor pages answer different questions.
Ask how each vendor quote was measured and which firms were left out.
Advisors also discuss CRM tools in forums such as r/CFP on Reddit. Read those threads for operating details, like onboarding effort and workflow fit, and check the date on each post.
Directory listings are category labels. They do not prove how Redtail will work inside your firm.
Which questions should you send Redtail?
These questions come from what the plan page and the home page say, and from what they leave out.
Send them by email so the answers are in writing. Then compare the paperwork with those answers.
Jump to what the plan page listed. Ask Redtail to put the number for your user count in an email.
Redtail listed a five-user maximum for Launch. Ask Redtail what happens when a sixth user needs access.
Redtail listed Imaging and Speak inside Growth. Ask Redtail whether Speak needs broker-dealer approval for your firm.
Who helps me after launch? Ask Redtail for a sample onboarding plan and training schedule.
If an answer is vague, ask again in writing. If it stays vague, that tells you something too.
If you sign up, what should you track?
Decide before your first week what you’ll measure. Then your decision rests on your own numbers.
Adoption. Log how many advisors open Redtail each day in week one.
Count tasks and notes actually entered in the first month.
Workflows. Count workflows you run without a workaround.
Count support tickets you open in the first quarter.
Review the numbers after one quarter. A shared spreadsheet is enough, as long as the same person updates it.
Should you use Redtail?
That depends on your practice more than on any review.
On its own description, the product suits advisors who fit this picture:
- You want an advisor-focused CRM with published Launch and Growth plans.
- You can staff onboarding so the database does not sit empty.
- You can ask Redtail for your user count and plan mix by email.
Slow down if:
- Your broker-dealer blocks Speak or related tools.
- Your team cannot staff the move of notes and tasks into the CRM.
- The written answers differ from what you heard on the demo.
If you’d rather build a way for prospects to find your firm under your own name, that’s what OJay does. You can see our process and decide whether it fits.
For side-by-side views, see Wealthbox vs Redtail and Redtail vs Salesforce.
A few common questions
Is Redtail a real company?
As of September 28, 2026, Redtail had a live site at redtailtechnology.com. As of September 28, 2026, Redtail had a public plan page. Ask for entity details and references at firms like yours that you can call yourself.
What plans did Redtail publish?
Jump to what the plan page listed.
Does Redtail publish user limits?
Jump to what the plan page listed. Ask Redtail to put the number for your filters in an email.
If you reuse reviews, ratings, or ads in your own marketing, have your firm’s authorized reviewer check them first. The SEC investment adviser marketing guide and FINRA Rule 2210 are documents for that reviewer. This article is not legal or compliance advice, and it does not mean any service is approved.
Related reading
- Wealthbox vs Redtail
- Redtail vs Salesforce
- CRM for financial advisors
- Financial advisor marketing software
- Browse the blog
OJay Media is a marketing agency for wealth advisors. This page is for advisory firms comparing vendors. It is not investment, legal, or compliance advice. Have your reviewer approve your own materials before you use them.
