Redtail Technology
The #1 CRM for Financial Advisors
Overview
Redtail CRM is a web-based client relationship management solution designed specifically for financial advisors. It helps advisors manage their client relationships, track their sales pipeline, and stay compliant with industry regulations.
✨ Key Features
- Contact Management
- Calendar and Task Management
- Workflow Automation
- Opportunity Tracking
- Reporting and Analytics
- Compliant Text Messaging (Redtail Speak)
🎯 Key Differentiators
- Deep focus on the needs of financial advisors
- Extensive integration network with other advisor technology
- Affordable and straightforward pricing
Unique Value: Redtail CRM provides financial advisors with a purpose-built, easy-to-use platform to manage their practice and deepen client relationships.
🎯 Use Cases (3)
✅ Best For
- Improving client communication and service for financial advisors
- Streamlining workflows and increasing efficiency in advisory firms
- Maintaining compliance with SEC and FINRA regulations
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Non-financial services industries
- Advisors who do not need a comprehensive CRM solution
🏆 Alternatives
Redtail offers a more advisor-specific and cost-effective solution compared to larger, more general-purpose CRMs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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