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Redtail Technology description
Redtail Technology provides web-based tools designed specifically for financial advisors. It helps manage client relationships, store documents electronically, archive emails, and send compliant text messages. Redtail aims to simplify daily operations for financial firms and integrate with other commonly used software in the industry. While acquired by Orion Advisor Solutions, Redtail continues to operate independently.
Who is Redtail Technology best for
Redtail Technology is a web-based CRM tool tailored for financial advisors. We find that it particularly benefits smaller to medium-sized firms seeking to centralize client data, manage documents, and streamline communications. Based on user feedback, the user-friendly interface and responsive customer support are major strengths, though some users report occasional performance issues.
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Perfect for small to medium-sized financial advisory firms (1-1000 employees) seeking a comprehensive CRM solution.
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Specifically designed for the Finance, Banking, and Insurance industries, streamlining client management and daily operations.
Redtail Technology reviews
We've summarised 136 Redtail Technology reviews (Redtail Technology G2 reviews) and summarised the main points below.
- Centralized client information access for the entire office.
- User-friendly interface for basic CRM functions.
- Cost-effective solution for small financial advisory businesses.
- Responsive and knowledgeable customer support.
- Continuous improvements and updates to the platform.
- Slow server and frequent timeouts, impacting data loading speed.
- Limited customization for fields and layouts, hindering data organization.
- Cumbersome bulk data import/edit process, requiring reliance on Redtail support.
- Unreliable Outlook sync with Retriever, creating calendar issues.
- Limited integrations beyond common financial software, impacting broader business needs.
Redtail Technology alternatives
Redtail CRMClient management hub for financial advisors, boosting organization and efficiency.Read more
Redtail Technology FAQ
Redtail Technology offers web-based CRM tools specifically designed for financial advisors. We find that it excels at centralizing client data, simplifying daily operations, and enhancing communication through email archiving and compliant texting. It's particularly valuable for small to medium-sized financial advisory firms.
What is Redtail Technology and what does Redtail Technology do?
Redtail Technology offers web-based CRM tools specifically designed for financial advisors. We find that it excels at centralizing client data, simplifying daily operations, and enhancing communication through email archiving and compliant texting. It's particularly valuable for small to medium-sized financial advisory firms.
Redtail integrates with other financial software commonly used in the industry. However, users have noted that integrations beyond the standard financial tools are limited, which may be a concern for some businesses.
How does Redtail Technology integrate with other tools?
Redtail integrates with other financial software commonly used in the industry. However, users have noted that integrations beyond the standard financial tools are limited, which may be a concern for some businesses.
Redtail Technology competes with several CRM solutions designed for financial advisors. We find that its main alternatives include Orion Planning, Wealthbox CRM, LeadCenter.AI, Hearsay, and Keeper. Each offers varying strengths, from streamlined workflows to AI-powered automation.
What the main competitors of Redtail Technology?
Redtail Technology competes with several CRM solutions designed for financial advisors. We find that its main alternatives include Orion Planning, Wealthbox CRM, LeadCenter.AI, Hearsay, and Keeper. Each offers varying strengths, from streamlined workflows to AI-powered automation.
Yes, Redtail Technology is a legitimate company. We find that they are a well-established CRM provider for financial advisors, with generally positive ratings on G2 and Glassdoor. However, some users have reported issues with slow servers and limited customization options.
Is Redtail Technology legit?
Yes, Redtail Technology is a legitimate company. We find that they are a well-established CRM provider for financial advisors, with generally positive ratings on G2 and Glassdoor. However, some users have reported issues with slow servers and limited customization options.
I'm sorry, but pricing details for Redtail Technology are not available at this time. We recommend checking their website or contacting their sales team for the latest pricing information.
How much does Redtail Technology cost?
I'm sorry, but pricing details for Redtail Technology are not available at this time. We recommend checking their website or contacting their sales team for the latest pricing information.
We find that Redtail's customer service receives mixed reviews. While some users praise the responsive and knowledgeable support team, others have experienced difficulties with support requests and a lack of direct contact options.
Is Redtail Technology customer service good?
We find that Redtail's customer service receives mixed reviews. While some users praise the responsive and knowledgeable support team, others have experienced difficulties with support requests and a lack of direct contact options.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.