AdvisorShelf / Connections / Redtail

What connects to Redtail

Software that connects to Redtail

22 of the 77 tools we list name a connection to Redtail on their own site: 2 advisor CRMs, 7 planning tools and 13 AI tools. Redtail's own site names 95 companies and products it connects to (its profile counts each listed connection separately). Here is which way data moves for each, and where we read it.

See the Redtail profile

Which way data moves, as each tool describes it

Sends data to RedtailTakes data from RedtailTwo-way, in the vendor's words

Send data to Redtail (4)

Finmate AIZocksDataDasherQuin

Redtail22 tools connect

Take data from Redtail (5)

MoneytreeVoyantIncome LabMoneyGuideStrata AI

Two-way (2)

LeadCenter.AICogniCor

Data in and out (2)

RightCapitalMili

Direction not stated (2)

VegaJump

Named only (7)

FirefliesYourStakeFocalWealthYeMoney AdvisorNaviPlanPitCrew

The rule: every tool we list that names a live connection to Redtail, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

What Redtail's own site lists

95 companies and products

AI tools (10)

Connects to	What Redtail's site says	Does the other side list it?	Where we read it
CogniCor AI tool	Names CogniCor, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves	Both sides list it CogniCor says: "Two-way with Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
DataDasher AI tool	Names DataDasher, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves	Both sides list it DataDasher says: "Sends data to Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Finmate AI AI tool	Names Finmate AI, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves	Both sides list it Finmate AI says: "Sends data to Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel, as 'FinMateAI')
Fireflies AI tool	Names Fireflies, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves	Both sides list it Fireflies says: "Names Redtail, with no detail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel, as 'Fireflies.ai')
Focal AI tool	Names Focal, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves	Both sides list it Focal says: "Names Redtail, with no detail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Jump AI tool	Names Jump, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves	Both sides list it Jump says: "Data moves with Redtail; the vendor doesn't say which way".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Mili AI tool	Names Mili, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves	Both sides list it Mili says: "Takes data from and sends data to Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Quin AI tool	Names Quin, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves	Both sides list it Quin says: "Sends data to Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Zeplyn AI tool	Names Zeplyn, with no detail The vendor doesn't say how the AI tool connects Listed on the vendor's site, with no detail on what moves	No connection to Redtail recorded from Zeplyn's site	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Zocks AI tool	Two-way with Zocks Works from your meetings, as the vendor describes it Two-way: data sync Data in: meeting summaries as events or notes, tasks, workflows and key data fields Direction not stated: meeting agendas built from past meetings and client information stored in Redtail	Both list it; Redtail describes more Zocks says: "Sends data to Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)

CRMs (3)

Connects to	What Redtail's site says	Does the other side list it?	Where we read it
AdvisorEngine CRM	Names AdvisorEngine, with no detail Listed on the vendor's site, with no detail on what moves	No connection to Redtail recorded from AdvisorEngine's site	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
HubSpot CRM	Names HubSpot, with no detail Listed on the vendor's site, with no detail on what moves	We don't list HubSpot	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
LeadCenterAI CRM	Names LeadCenterAI, with no detail Listed on the vendor's site, with no detail on what moves	We don't list LeadCenterAI	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)

Custodians (9)

Connects to	What Redtail's site says	Does the other side list it?	Where we read it
Aegon TFA (Transamerica Financial Advisors) Custodian	Takes data from Aegon TFA (Transamerica Financial Advisors) Data in: account feed (typically daily)	We don't list Aegon TFA (Transamerica Financial Advisors)	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Altruist Custodian	Names Altruist, with no detail Listed on the vendor's site, with no detail on what moves	See what connects to Altruist	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Axos Advisor Services Custodian	Takes data from Axos Advisor Services Data in: account feed (typically daily)	We don't list Axos Advisor Services	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Fidelity Custodian	Takes data from and sends data to Fidelity Recorded as "Fidelity Institutional for Custody (Wealthscape)" Takes data from Fidelity Recorded as "Fidelity Institutional for Clearing" Takes data from Fidelity Data out: new accounts created from Redtail data Data in: account feed (typically daily) Data in: Fidelity account-based alerts shown in the CRM Single sign-on	See what connects to Fidelity	Checked on the vendor's site · Oct 6Redtail support article: Fidelity Institutional for CustodyChecked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Pershing Custodian	Sends data to Pershing Recorded as "Pershing (NetX360)" Data out: contacts imported into NetX360 as new accounts Single sign-on	See what connects to Pershing	Checked on the vendor's site · Oct 6Redtail support article: Pershing NetX360
Raymond James Custodian	Takes data from Raymond James Data in: account feed (typically daily)	We don't list Raymond James	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Schwab Custodian	Takes data from Schwab Recorded as "Schwab Advisor Center" Data in: account data fed daily; holdings refreshable on demand Single sign-on	See what connects to Schwab	Checked on the vendor's site · Oct 6Redtail support article: Schwab Advisor Center Account Feed
Securities America Custodian	Takes data from Securities America Data in: account feed (typically daily)	We don't list Securities America	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
TradePMR Custodian	Takes data from TradePMR Data in: account feed (typically daily)	We don't list TradePMR	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians

Other software (50)

Connects to	What Redtail's site says	Does the other side list it?	Where we read it
AdvisoryWorld Other software	Names AdvisoryWorld, with no detail Listed on the vendor's site, with no detail on what moves	We don't list AdvisoryWorld	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Albridge Other software	Takes data from Albridge Recorded as "Albridge Solutions" Data in: account feed (typically daily)	We don't list Albridge	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Andes Wealth Technologies Other software	Names Andes Wealth Technologies, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Andes Wealth Technologies	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Aqumulate Other software	Takes data from Aqumulate Recorded as "Aqumulate (formerly Advisor Exchange)" Data in: account feed (typically daily)	We don't list Aqumulate	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
AssetBook Other software	Takes data from AssetBook Data in: account feed (typically daily)	We don't list AssetBook	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Atlas Point Other software	Names Atlas Point, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Atlas Point	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Betterment Other software	Takes data from Betterment Data in: account feed (typically daily)	We don't list Betterment	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Black Diamond Other software	Takes data from Black Diamond Recorded as "Advent Black Diamond" Data in: account feed (typically daily)	See what connects to Black Diamond	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Blueleaf Other software	Takes data from Blueleaf Data in: account feed (typically daily)	We don't list Blueleaf	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
BOSS (Back Office Support Service) Other software	Takes data from BOSS (Back Office Support Service) Data in: account feed (typically daily)	We don't list BOSS (Back Office Support Service)	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
BridgeFT Other software	Names BridgeFT, with no detail Listed on the vendor's site, with no detail on what moves	We don't list BridgeFT	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Broadridge Other software	Takes data from Broadridge Data in: account feed (typically daily)	We don't list Broadridge	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
ByAllAccounts Other software	Names ByAllAccounts, with no detail Recorded as "Byallaccounts" Listed on the vendor's site, with no detail on what moves	We don't list ByAllAccounts	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Capitect Other software	Names Capitect, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Capitect	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
CircleBlack Other software	Takes data from CircleBlack Data in: account feed (typically daily)	We don't list CircleBlack	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Docupace Other software	Names Docupace, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Docupace	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Envestnet Other software	Takes data from Envestnet Data in: account feed (typically daily)	We don't list Envestnet	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Finametrica Other software	Names Finametrica, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Finametrica	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
FinFolio Other software	Names FinFolio, with no detail Listed on the vendor's site, with no detail on what moves	We don't list FinFolio	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Finpace Other software	Names Finpace, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Finpace	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Flourish Other software	Names Flourish, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Flourish	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
FormsLogic Other software	Names FormsLogic, with no detail Listed on the vendor's site, with no detail on what moves	We don't list FormsLogic	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
fpPathfinder Other software	Names fpPathfinder, with no detail Listed on the vendor's site, with no detail on what moves	We don't list fpPathfinder	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Infovisa Other software	Takes data from Infovisa Recorded as "Infovisa MAUI" Data in: account feed (typically daily)	We don't list Infovisa	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Intelliflo Other software	Names Intelliflo, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Intelliflo	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)Also: Redtail integrations directory, Portfolio Management category (partner panel)
Kwanti Other software	Names Kwanti, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Kwanti	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Laser App Other software	Names Laser App, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Laser App	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Logicly Other software	Names Logicly, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Logicly	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
MaxMyInterest Other software	Names MaxMyInterest, with no detail Recorded as "Max for Advisors" Listed on the vendor's site, with no detail on what moves	We don't list MaxMyInterest	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Morningstar EDM Other software	Takes data from Morningstar EDM Data in: account feed (typically daily)	We don't list Morningstar EDM	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Morningstar Office Other software	Takes data from Morningstar Office Data in: account feed (typically daily)	We don't list Morningstar Office	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Morningstar Office Cloud Other software	Takes data from Morningstar Office Cloud Data in: account feed (typically daily)	We don't list Morningstar Office Cloud	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Ndex Other software	Takes data from Ndex Data in: account feed (typically daily)	We don't list Ndex	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Nitrogen Other software	Names Nitrogen, with no detail Listed on the vendor's site, with no detail on what moves	See what connects to Nitrogen	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
OnBord Other software	Names OnBord, with no detail Listed on the vendor's site, with no detail on what moves	We don't list OnBord	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Orion Other software	Takes data from Orion Data in: account feed (typically daily)	See what connects to Orion	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
Orion Risk Intelligence Other software	Names Orion Risk Intelligence, with no detail Recorded as "Orion risk intillegence" Listed on the vendor's site, with no detail on what moves	We don't list Orion Risk Intelligence	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Panoramix Other software	Names Panoramix, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Panoramix	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Pocketrisk Other software	Names Pocketrisk, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Pocketrisk	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Portfolio Pathway Other software	Takes data from Portfolio Pathway Data in: account feed (typically daily)	We don't list Portfolio Pathway	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
PortfolioCenter Other software	Takes data from PortfolioCenter Recorded as "Tamarac PortfolioCenter" Data in: account feed (typically daily)	We don't list PortfolioCenter	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
PreciseFP Other software	Names PreciseFP, with no detail Recorded as "Precise FP" Listed on the vendor's site, with no detail on what moves	See what connects to PreciseFP	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Quik! Other software	Names Quik!, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Quik!	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
SEI Other software	Takes data from SEI Data in: account feed (typically daily)	We don't list SEI	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians
SmartData Other software	Names SmartData, with no detail Listed on the vendor's site, with no detail on what moves	We don't list SmartData	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
SmartKx Other software	Names SmartKx, with no detail Listed on the vendor's site, with no detail on what moves	We don't list SmartKx	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Stratifi Other software	Names Stratifi, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Stratifi	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Toleri$k Other software	Names Toleri$k, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Toleri$k	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
WealthAccess Other software	Names WealthAccess, with no detail Listed on the vendor's site, with no detail on what moves	We don't list WealthAccess	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
YCharts Other software	Names YCharts, with no detail Listed on the vendor's site, with no detail on what moves	We don't list YCharts	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)

Planning tools (23)

Connects to	What Redtail's site says	Does the other side list it?	Where we read it
Advicent Planning	Names Advicent, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Advicent	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Advisor Controls Planning	Names Advisor Controls, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Advisor Controls	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)Also: Redtail integrations directory, Financial Planning category (partner panel)
Advisys Planning	Names Advisys, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Advisys	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
AssetMap Planning	Names AssetMap, with no detail Listed on the vendor's site, with no detail on what moves	We don't list AssetMap	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
eMoney Advisor Planning	Names eMoney Advisor, with no detail Recorded as "eMoney" Listed on the vendor's site, with no detail on what moves	Both sides list it eMoney Advisor says: "Names Redtail, with no detail".	Checked on the vendor's site · Oct 6Redtail homepage
FP Alpha Planning	Names FP Alpha, with no detail Listed on the vendor's site, with no detail on what moves	We don't list FP Alpha	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Holistiplan Planning	Names Holistiplan, with no detail Listed on the vendor's site, with no detail on what moves	See what connects to Holistiplan	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Income Lab Planning	Names Income Lab, with no detail Listed on the vendor's site, with no detail on what moves	Both sides list it Income Lab says: "Takes data from Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
MoneyGuide Planning	Names MoneyGuide, with no detail Listed on the vendor's site, with no detail on what moves	Both sides list it MoneyGuide says: "Takes data from Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Moneytree Planning	Names Moneytree, with no detail Recorded as "Money Tree Software" Listed on the vendor's site, with no detail on what moves	Both sides list it Moneytree says: "Takes data from Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Optivice Planning	Names Optivice, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Optivice	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Orion Planning Planning	Names Orion Planning, with no detail Listed on the vendor's site, with no detail on what moves	No connection to Redtail recorded from Orion Planning's site	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Retirement Analyzer Planning	Names Retirement Analyzer, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Retirement Analyzer	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)Also: Redtail integrations directory, Financial Planning category (partner panel)
RetireReady Planning	Names RetireReady, with no detail Listed on the vendor's site, with no detail on what moves	We don't list RetireReady	Checked on the vendor's site · Oct 6Redtail integrations page (logo only)
RetireUp Planning	Names RetireUp, with no detail Listed on the vendor's site, with no detail on what moves	We don't list RetireUp	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
RightCapital Planning	Names RightCapital, with no detail Recorded as "Right Capital" Listed on the vendor's site, with no detail on what moves	Both sides list it RightCapital says: "Takes data from and sends data to Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
TIFIN Wealth Planning	Names TIFIN Wealth, with no detail Listed on the vendor's site, with no detail on what moves	We don't list TIFIN Wealth	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Timeline Planning	Names Timeline, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Timeline	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)Also: Redtail integrations directory, Financial Planning category (partner panel)
Voyant Planning	Names Voyant, with no detail Listed on the vendor's site, with no detail on what moves	Both sides list it Voyant says: "Takes data from Redtail".	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
Waterlily Planning	Takes data from Waterlily Data in: Waterlily long-term care planning insights Direction not stated: clients bulk-invited to Waterlily	We don't list Waterlily	Checked on the vendor's site · Oct 6Redtail integrations page (logo only)Also: Integrations
Wealth.com Planning	Names Wealth.com, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Wealth.com	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
WealthTrace Planning	Names WealthTrace, with no detail Listed on the vendor's site, with no detail on what moves	No connection to Redtail recorded from WealthTrace's site	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)
YoureFolio Planning	Names YoureFolio, with no detail Listed on the vendor's site, with no detail on what moves	We don't list YoureFolio	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)Also: Redtail integrations directory, Financial Planning category (partner panel)

CRMs that connect to Redtail

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
LeadCenter.AI	Two-way with Redtail Recorded as "Redtail CRM" Two-way: lead and contact information, notes, activity history Data out: AUM, insurance and annuity accounts	Checked on the vendor's site · Oct 6LeadCenter.AI Redtail CRM integration page	$78 a month for one person Connection cost: not checked; its pricing grid marks which plans include the Orion, Zoom and Redtail calendar integrations with icons we couldn't read.
WealthY	Names Redtail, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6WealthY homepage (integrations list)	$129 a month for one person Connection cost: not stated on the WealthY pages we read (Oct 7).

Planning tools that connect to Redtail

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Moneytree	Takes data from Redtail Data in: Redtail imports, including assets Redtail's own site lists it too, and says: "Names Moneytree, with no detail".	Checked on the vendor's site · Oct 6Moneytree help centre: Release Notes V2.5.0	$99.58 a month for one person Connection cost: not stated on the Moneytree pages we read (Oct 7).
RightCapital	Takes data from and sends data to Redtail Data in: household contact information, including names and dates of birth (no account data) Data out: notes and tasks entered in RightCapital Single sign-on Redtail's own site lists it too, and says: "Names RightCapital, with no detail".	Checked on the vendor's site · Oct 6RightCapital help centre: Redtail integrationAlso: RightCapital help: notes and tasks in Redtail	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
Voyant	Takes data from Redtail Data in: people, assets, liabilities and financial accounts Redtail's own site lists it too, and says: "Names Voyant, with no detail".	Checked on the vendor's site · Oct 6Voyant help centre: US Integrations Master List	$150 a month for one person Connection cost: not stated on the Voyant pages we read (Oct 7).
Income Lab	Takes data from Redtail Data in: full household data, including investment accounts Data in: asset allocations Redtail's own site lists it too, and says: "Names Income Lab, with no detail".	Checked on the vendor's site · Oct 6Income Lab help centre: Redtail integration	$165.83 a month for one person Connection cost: not stated on the Income Lab pages we read (Oct 7).
MoneyGuide	Takes data from Redtail Data in: accounts Single sign-on Redtail's own site lists it too, and says: "Names MoneyGuide, with no detail".	Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)	$166.67 a month for one person Connection cost: not stated on the MoneyGuide pages we read (Oct 7).
eMoney Advisor	Names Redtail, with no detail Listed on the vendor's site, with no detail on what moves Redtail's own site lists it too, and says: "Names eMoney Advisor, with no detail".	Checked on the vendor's site · Oct 6eMoney integrations page (logo)	No price found Connection cost: eMoney Advisor publishes no pricing for us to read.
NaviPlan	Names Redtail, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6NaviPlan page on InvestCloud's site, Integrations & Partnerships section (logo; the alt text is the only name given)	No price found Connection cost: NaviPlan publishes no pricing for us to read.

AI tools that connect to Redtail

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Fireflies Not only for advisors	Names Redtail, with no detail Listed on the vendor's site, with no detail on what moves Redtail's own site lists it too, and says: "Names Fireflies, with no detail".	Checked on the vendor's site · Oct 13Fireflies integrations page	Free for one person Connection cost: not checked yet.
Finmate AI	Sends data to Redtail Data out: notes, tasks, events and workflow starts Redtail's own site lists it too, and says: "Names Finmate AI, with no detail".	Checked on the vendor's site · Oct 13FinMate AI Notetaker page	$39 a month for one person Connection cost: not checked yet.
Vega	Data moves with Redtail; the vendor doesn't say which way Direction not stated: contacts, notes and tasks synced automatically	Checked on the vendor's site · Oct 13Vega integrations page	$42 a month for one person Connection cost: not checked yet.
YourStake	Names Redtail, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13YourStake homepage: Meeting Assistant	$50 a month for one person Connection cost: not checked yet.
Zocks	Sends data to Redtail Data out: notes and action items Redtail's own site lists it too, and says: "Two-way with Zocks".	Checked on the vendor's site · Oct 13Zocks integrations page	$67 a month for one person Connection cost: not checked yet.
Focal	Names Redtail, with no detail Listed on the vendor's site, with no detail on what moves Redtail's own site lists it too, and says: "Names Focal, with no detail".	Checked on the vendor's site · Oct 13Focal homepage	$100 a month for one person Connection cost: not checked yet.
Jump	Data moves with Redtail; the vendor doesn't say which way Direction not stated: Jump runs inside Redtail: meeting prep, notes and follow-ups Redtail's own site lists it too, and says: "Names Jump, with no detail".	Checked on the vendor's site · Oct 13Jump integrations page	$100 a month for one person Connection cost: not checked yet.
DataDasher	Sends data to Redtail Data out: notes, tasks and follow-ups Redtail's own site lists it too, and says: "Names DataDasher, with no detail".	Checked on the vendor's site · Oct 13DataDasher homepage	$120 a month for one person Connection cost: not checked yet.
Quin	Sends data to Redtail Data out: calls, tasks, and notes directly into Redtail Redtail's own site lists it too, and says: "Names Quin, with no detail".	Checked on the vendor's site · Oct 13Quin integrations page	Priced by a slider of admin hours a month for unlimited users, so it is not a per-person price. Connection cost: not checked yet.
CogniCor	Two-way with Redtail Two-way: client contacts and family tree Redtail's own site lists it too, and says: "Names CogniCor, with no detail".	Checked on the vendor's site · Oct 13CogniCor integrations page	No price found Connection cost: not checked yet.
Mili	Takes data from and sends data to Redtail Data out: notes, tasks and other records the adviser chooses to push Data in: data pulled when the adviser triggers a meeting prep, note sync or query Redtail's own site lists it too, and says: "Names Mili, with no detail".	Checked on the vendor's site · Oct 13Mili integrations: Redtail	No price found Connection cost: not checked yet.
PitCrew	Names Redtail, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)	No price found Connection cost: not checked yet.
Strata AI	Takes data from Redtail Data in: contacts imported	Checked on the vendor's site · Oct 13Strata AI homepage	No price found Connection cost: not checked yet.

Already on Redtail? Advisor CRMs that say they import from it

Of the 29 other advisor CRMs whose pages we've read for this, 5 say on their own site, by name, that they import from Redtail. This is a one-off move when you switch, not an ongoing connection, so these tools don't count in the connection numbers above. Where a line says “not confirmed by the words shown”, the vendor's sentences either don't say it or say it in a way our checks can't confirm.

Tool	What comes across, and how	Where we read it	What one person pays a month (our sum)
Wealthbox	In their words: “A dedicated migration specialist maps and imports your contacts, notes, tasks, activity history, and files from Redtail. … Our Data Team takes your Redtail data and handles the mapping and import.” What comes across: contacts, notes, tasks and activity history How: Their team does the move Cost: not confirmed by the words shown	Checked on the vendor's site · Oct 6 Wealthbox: Redtail CRM vs. Wealthbox	$59 a month for one person
Altitude CRM	From G5, Redtail, Salesforce, SmartOffice, Wealthbox or other systems it doesn't name In their words: “We support migrations from a wide range of CRMs used by financial advisors, including G5, Redtail, Salesforce, SmartOffice, Wealthbox, and more. … We migrate the essentials you rely on: contact records, household relationships, notes, tasks, categories (as tags), opportunity data, and service information when applicable.” What comes across: contact records, household relationships, notes, tasks and opportunity data How: Their team does the move Cost: not confirmed by the words shown Also on the page: “If you’re not sure whether your current system is supported, our team is happy to review it with you.” From Redtail or Dynamics In their words: “Altitude CRM provides a clear migration roadmap that identifies what migrates well from Redtail and what should be rebuilt. … Altitude CRM supports structured migration planning that maps Dynamics fields into an advisor-friendly data model, ensuring data integrity while improving usability and day-to-day workflow efficiency.” What comes across: not confirmed by the words shown How: not confirmed by the words shown Cost: not confirmed by the words shown	Checked on the vendor's site · Oct 8 Altitude: data migration Checked on the vendor's site · Oct 8 Altitude blog: CRM migration for financial advisors, published Feb 2	$75 a month for one person
LeadCenter.AI	From Redtail In their words: “Activities from Redtail are migrated into LeadCenter based on your firm’s activity code mapping. … LeadCenter supports migration of recurring activities from Redtail. … If your Redtail backup includes recurring activities, our migration team can bring those into LeadCenter as part of the migration, based on the activity code mapping confirmed with you.” What comes across: activities How: Their team does the move Cost: not confirmed by the words shown Also on the page: “If an activity code is left unmapped, activities in that category will not be migrated.” From Redtail, Wealthbox or other systems it doesn't name In their words: “Free Onboarding and Data Migration from Redtail, Wealthbox and Other CRMs” What comes across: not confirmed by the words shown How: not confirmed by the words shown Cost: No extra cost	Checked on the vendor's site · Oct 8 LeadCenter help: export from Redtail and migrate to LeadCenter Checked on the vendor's site · Oct 6 LeadCenter pricing page	$78 a month for one person
OmegaFP	From Redtail In their words: “Go to Settings → CRM Import and choose Import from Redtail.” What comes across: not confirmed by the words shown How: A built-in import Cost: not confirmed by the words shown Also on the page: “Sign in with your Redtail Username and Redtail Password, or paste a Redtail API Key if your Redtail account uses one.” From Redtail, Wealthbox, Salesforce Financial Services Cloud or a spreadsheet or CSV file In their words: “OmegaFP supports imports from Redtail, Wealthbox, Salesforce Financial Services Cloud, and generic CSV. … Onboarding includes a guided data-migration session for Essential customers and a managed migration for Enterprise customers.” What comes across: not confirmed by the words shown How: not confirmed by the words shown Cost: not confirmed by the words shown Also on the page: “Migration typically takes one to two weeks, depending on the size of your book and the amount of information that needs to be ported over.”	Checked on the vendor's site · Oct 6 OmegaFP help: migrate from Redtail to Omega Checked on the vendor's site · Oct 8 OmegaFP FAQs: integrations and migration	$125 a month for one person Note: OmegaFP lists no custodian connection today. Its FAQ says its integration roadmap covers the major advisor custodians and suggests contacting sales for the current status.
Slant	In their words: “Slant imports your Redtail database straight into households, and automations run on the whole relationship. … Free Redtail migration. … Send us the file, or upload it yourself — our team guides every migration.” What comes across: not confirmed by the words shown How: not confirmed by the words shown Cost: No extra cost	Checked on the vendor's site · Oct 8 Slant: Slant vs. Redtail	$150 a month for one person

Also mentions Redtail, in words we couldn't label as an import, so not listed above: FinTurk. Its profile shows the words.

The rule: every advisor CRM we've read for this whose own site names Redtail and says it imports from it. A tool that names no system, or only says it takes a spreadsheet or CSV file, isn't listed here; its profile says so. Lowest cost for one person first, without any move fee (that's in the row). Paying vendors are never moved up.

Before you rely on a connection

Ask whether the connection is in the plan you'd buy, or costs extra.
Ask how often data moves: as it changes, once a day, or when someone clicks.
Single sign-on saves a login. Ask whether any data moves with it.

Other systems with a page

Schwab (24)Wealthbox (23)Orion (21)Black Diamond (17)Fidelity (15)MoneyGuide (14)Pershing (14)eMoney Advisor (12)Nitrogen (12)PreciseFP (12)Addepar (11)Tamarac (10)Altruist (9)Holistiplan (8)Practifi (8)RightCapital (8)Advyzon (6)Jump (5)Zocks (5)