Redtail CRM

The most widely used CRM for financial advisors with AI workflow automation, client management, and compliance tools.

Listed Needs re-verification

CRM $ Small business Mid-market Financial Services

What it does

Redtail CRM is the most popular CRM platform among independent financial advisors - providing client management, workflow automation, compliance tools, and advisor productivity features designed specifically for RIAs and financial planning firms. AI capabilities include AI-powered task and activity recommendations that surface follow-up actions based on client interactions, intelligent workflow automation that triggers client communication sequences based on life events and portfolio changes, automated compliance activity logging that captures advisor-client interactions for regulatory recordkeeping, AI-enhanced reporting that generates client relationship summaries, smart calendar management that schedules client reviews based on relationship rules, and integration intelligence that synchronizes client data across advisor tech stack tools.

Strengths

Mid-market advisory practices use Redtail for enterprise-scale advisor CRM - AI-enhanced workflows managing large client books and integration depth connecting Redtail to planning, portfolio, and custodian systems.
Small RIA firms use Redtail for systematic client relationship management - AI workflow automation scaling advisor productivity and seamless integration with the advisor technology ecosystem.
Independent financial advisors use Redtail for professional client management - AI activity tracking ensuring every client relationship is properly maintained and compliance logging protecting regulatory standing.

Watch-outs

Wealthbox competes with more modern interface: Wealthbox has a more modern user interface and is growing in advisor adoption — advisors evaluating CRM platforms should compare user experience, AI features, and integration depth between Redtail and Wealthbox.
AI capabilities are solid but not market-leading in sophistication: Redtail's AI features are practical advisor tools rather than cutting-edge AI innovation — advisors specifically seeking advanced predictive analytics find Salesforce Financial Services Cloud more capable at higher cost.
Mobile experience is less polished than newer platforms: Redtail's mobile app has historically lagged behind newer CRM platforms in user experience — advisors who rely heavily on mobile CRM access may find the mobile interface limiting.

Pricing

{{redtail-crm}} from $99/month per database (unlimited users). Annual billing discount available.