AdvisorShelf / CRM / Redtail

CRM

Redtail

Advisor CRM for organizing client relationships, automating workflows and simplifying compliance in one platform.

Made by Redtail Technology Visit Redtail's website

Starting priceFrom $39/user/mo

Checked on the vendor's site · Oct 6

Price on their own siteYes

Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+

In their words: “From solo practices to enterprises, Redtail helps you keep relationships at the center.”

Vendor says · source

Connections listed97 connectionsSchwab Advisor Center, Fidelity Institutional for Custody (Wealthscape), Fidelity Institutional for Clearing and 94 more. Source and date for each below. AI tools among them: Jump (how not stated), Zocks (works from meetings), Mili (how not stated), Focal (how not stated), Quin (how not stated), Zeplyn (how not stated), Finmate AI (how not stated), Fireflies (how not stated), DataDasher (how not stated), CogniCor (how not stated).

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What their website looks like

Screenshot of Redtail's homepage — Redtail's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

Redtail pricing page

Plan	Price	Billing
Launch	$39/user/mo per user, per month	Billed yearly $45 per user/month if billed monthly. Maximum of 5 users.
Growth	$59/user/mo per user, per month	Billed yearly $65 per user/month if billed monthly. Unlimited users.

Enterprise plan: customizable pricing, minimum license commitment required

Source: Redtail pricing page. Checked on the vendor's site, Oct 6.

Where Redtail sits on price

RedtailOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

What connects to Redtail

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Schwab Advisor CenterFidelity Institutional for Custody (Wealthscape)Fidelity Institutional for ClearingAxos Advisor ServicesTradePMROrionFidelityTamarac PortfolioCenterand 21 more below

Redtail97 connections listed

Data goes out to

Fidelity Institutional for Custody (Wealthscape)Pershing (NetX360)

Two-way

Zocks

Single sign-on

Schwab Advisor CenterFidelity Institutional for Custody (Wealthscape)Pershing (NetX360)

Listed, no detail

eMoneyRetireReadyAdvicentAdvisorEngineAdvisoryWorldAdvisysFP AlphaAltruistAndes Wealth TechnologiesAssetMapAtlas PointBridgeFTand 54 more

All connections:

Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch.

Checked on the vendor's site · Oct 6Redtail pricing page

Schwab Advisor Center

Checked on the vendor's site

Data in: account data fed daily; holdings refreshable on demand
Single sign-on

Source: Redtail support article: Schwab Advisor Center Account Feed. Checked Oct 6.

Fidelity Institutional for Custody (Wealthscape)

Checked on the vendor's site

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

Source: Redtail support article: Fidelity Institutional for Custody. Checked Oct 6.

Also: Redtail support article: Portfolio Management and Custodians.

Fidelity Institutional for Clearing

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Pershing (NetX360)

Checked on the vendor's site

Data out: contacts imported into NetX360 as new accounts
Single sign-on

Source: Redtail support article: Pershing NetX360. Checked Oct 6.

Axos Advisor Services

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

TradePMR

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

eMoney

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail homepage. Checked Oct 6.

Fidelity

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Aegon TFA (Transamerica Financial Advisors)

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Raymond James

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Securities America

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

RetireReady

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations page (logo only). Checked Oct 6.

Waterlily

Checked on the vendor's site

Data in: Waterlily long-term care planning insights
Direction not stated: clients bulk-invited to Waterlily

Source: Redtail integrations page (logo only). Checked Oct 6.

Also: Integrations.

Advicent

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

AdvisorEngine

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Advisys

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

FP Alpha

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Altruist

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

AssetMap

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Holistiplan

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

HubSpot

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Income Lab

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

LeadCenterAI

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Money Tree Software

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

MoneyGuide

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Optivice

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Orion Planning

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

RetireUp

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Right Capital

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

TIFIN Wealth

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Voyant

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Wealth.com

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

WealthTrace

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Advisor Controls

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Also: Redtail integrations directory, Financial Planning category (partner panel).

Retirement Analyzer

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Also: Redtail integrations directory, Financial Planning category (partner panel).

Timeline

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Also: Redtail integrations directory, Financial Planning category (partner panel).

YoureFolio

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Also: Redtail integrations directory, Financial Planning category (partner panel).

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools Redtail Technology lists. How each one connects is in Redtail Technology's own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

Jump

Checked on the vendor's site

The vendor doesn't say how the AI tool connects
Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Zocks

Checked on the vendor's site

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

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Mili

Checked on the vendor's site

The vendor doesn't say how the AI tool connects
Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Focal

Checked on the vendor's site

The vendor doesn't say how the AI tool connects
Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Quin

Checked on the vendor's site

The vendor doesn't say how the AI tool connects
Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Zeplyn

Checked on the vendor's site

The vendor doesn't say how the AI tool connects
Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Finmate AI

Checked on the vendor's site

The vendor doesn't say how the AI tool connects
Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel, as 'FinMateAI'). Checked Oct 7.

Fireflies

Checked on the vendor's site

The vendor doesn't say how the AI tool connects
Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel, as 'Fireflies.ai'). Checked Oct 7.

DataDasher

Checked on the vendor's site

The vendor doesn't say how the AI tool connects
Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

CogniCor

Checked on the vendor's site

The vendor doesn't say how the AI tool connects
Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Other software it connects to (50)

Portfolio, reporting, email, calendar and similar tools Redtail Technology lists.

Orion

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Tamarac PortfolioCenter

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Advent Black Diamond

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Albridge Solutions

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Aqumulate (formerly Advisor Exchange)

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

AssetBook

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Betterment

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Blueleaf

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

BOSS (Back Office Support Service)

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Broadridge

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

CircleBlack

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Envestnet

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Infovisa MAUI

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Morningstar EDM

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Morningstar Office

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Morningstar Office Cloud

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Ndex

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

Portfolio Pathway

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

SEI

Checked on the vendor's site

Data in: account feed (typically daily)

Source: Redtail support article: Portfolio Management and Custodians. Checked Oct 6.

AdvisoryWorld

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Andes Wealth Technologies

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Atlas Point

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

BridgeFT

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Byallaccounts

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Capitect

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Docupace

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Finametrica

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

FinFolio

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Finpace

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Flourish

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

FormsLogic

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

fpPathfinder

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Kwanti

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Laser App

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Logicly

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Max for Advisors

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Nitrogen

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

OnBord

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Orion risk intillegence

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Panoramix

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Pocketrisk

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Precise FP

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Quik!

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

SmartData

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

SmartKx

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Stratifi

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Toleri$k

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

WealthAccess

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

YCharts

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Intelliflo

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Redtail integrations directory (partner panel). Checked Oct 7.

Also: Redtail integrations directory, Portfolio Management category (partner panel).

Moving to Redtail from another tool

What Redtail Technology's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections 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.

From Salesforce, Wealthbox, Junxure, SmartOffice, other systems it doesn't name or a spreadsheet or CSV file

In their words: “We support data migrations from more than 40 platforms, including Salesforce, Wealthbox, Junxure, SmartOffice, and even Excel spreadsheets. … Redtail offers complimentary data imports as part of our onboarding process … We’ll map and import your data into Redtail, ensuring it’s accurate and ready for use — with your review and signoff before anything goes live.”

What comes across: not confirmed by the words shown
How: Their team does the move
Cost: No extra cost
Also on the page: “Most standard imports are completed within 3–5 business days, depending on the source format and data volume.”

Checked on the vendor's site · Oct 8

Redtail: request a migration (FAQ)

Leaving later

Admins or the database owner can request a full database backup, downloaded as a zipped MySQL file.

Checked on the vendor's site · Oct 6

Source: Redtail support article: Manage Your Account: Database Backups

Of the 29 other advisor CRMs whose pages we've read for this, 5 say on their own site that they import from Redtail: Wealthbox, Altitude CRM, LeadCenter.AI, OmegaFP and Slant. What each brings across

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

Fits best if

Our judgement

We haven't assessed fit for Redtail yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

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Checked on the vendor's site · Oct 6

Schwab · Data in + single sign-on checkedFidelity (Wealthscape) · Data in + single sign-on checkedAltruist · Data link, direction not stated checkedLPL Financial (ClientWorks) · Data in + single sign-on checkedAssetMark · Data in checkedand 6 more on the profile

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No custodian connection listed

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