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Redtail Technology

Redtail Technology

Redtail Technology is a CRM software provider purpose-built for financial advisors and wealth management professionals.

Operating headquarters
Sacramento, CA, US🇺🇸
Founded
2003
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Redtail Technology - Library

redtailtechnology.com·Crawled Oct 1, 2026·

Topics

Publication type

Content origin
Row density

Product

1 page
  1. Privacy Policy/privacy-policy

    Date Last Updated: November 10, 2025Privacy Policy

Blog

5 pages
  1. Blog/blog
  2. Practical Projects for Pandemic Downtime: Database Cleanup and Maintenance/blog/practical-projects-pandemic-downtime-database-cleanup-and-maintenance
  3. Ready to Adopt Texting? Keep These Dos and Don'ts In Mind/blog/ready-adopt-texting-keep-these-dos-and-donts-mind

    In Redtail’s September 2019 AdvisorComms Survey of over 3,200 wealth management professionals we found that “nearly 87% of respondents think their clients would like to communicate with them via text, but 29% have a ‘no client texting’ policy within their office. Further, nearly 41% of respondents have not been approved by their BD for texting with their clients.” Of course much has changed in our world since September of last year.

  4. Redtail's CRM Toolkit Series 2020: An Introduction/blog/redtails-crm-toolkit-series-2020-introduction

    Editor's Note: Redtail University 2020 is tool- and building-themed. In our CRM Toolkit Series 2020 we look forward to sharing some of the ways that you can use Redtail in your office to accomplish specific tasks or tackle common processes. Below, Hayley Mandrup, one of Redtail’s Subject Matter Experts, kicks this series off with an introductory piece about the importance of choosing your tools wisely, adopting them purposefully, and learning to use them well.

Pricing

1 page
  1. Contact/contact

Contact

1 page
  1. Practical projects for pandemic downtime: develop a communications plan/blog/practical-projects-pandemic-downtime-develop-communications-plan

Homepage

3 pages
  1. Homepage/
  2. Homepage/
  3. Products/products

Privacy

1 page
  1. Pricing/pricing

Coverage

5 items
  1. GReminders Brings Native AI Meeting Experience to Redtail CRMbusinesswire.com/news/home/20260224409490/en/GReminders-Brings-Native-AI-Meeting-Experience-to-Redtail-CRM

    GReminders introduces a native AI-powered meeting experience integrated with Redtail CRM. The integration extends advisor workflow automation within the Redtail platform.

    Feb 2026 · BusinessWireNews article

  2. CRM Software Top of Mind Among Advisers' Tech Optionsplanadviser.com/crm-software-top-of-mind-among-advisers-tech-options/

    PlanAdviser examined why CRM software has become a leading technology priority for financial advisers.

    Jan 2026 · PlanAdviserNews article

  3. Orion Completes Acquisition of Redtail Technologybusinesswire.com/news/home/20220606005715/en/Orion-Completes-Acquisition-of-Redtail-Technology

    Orion Advisor Solutions completes its acquisition of Redtail Technology, adding the advisor CRM platform to its wealth-technology portfolio.

    Jun 2022 · BusinessWireNews article

  4. Orion Advisor Solutions Acquires Redtail Technologyinstitutionalinvestor.com/article/2aucrouk1jd74ptj94d1c/ria-intel/orion-advisor-solutions-acquires-redtail-technology

    Institutional Investor's RIA Intel reported on Orion Advisor Solutions' agreement to acquire Redtail Technology, a CRM provider for financial advisors.

    Apr 2022 · Institutional InvestorNews article