Home - Redtail Technology

Orion Advisor Solutions to Acquire Redtail

Orion delivers transformative wealthtech solutions for fiduciary advisors

Work smarter

Cost-effective, feature-rich, customizable, and highly automated, Redtail CRM assists you in every aspect of your client relationships.

Why Redtail CRM?

We were the FIRST cloud-based CRM for financial advisors and our forward-thinking origins continue to fuel the evolution of Redtail solutions for today’s advisory practice. Automated workflows, an intuitive user interface and integrations galore. That’s working smarter.

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Integrations

Reporting

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Notes

Seminars

Opportunities

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Why Redtail CRM?

Learn More

Workflow

Integrations

Reporting

Calendar

Notes

Seminars

Opportunities

Mobile App

What’s Next?

1.

Free Trial

We invite you to take 30 days to get a feel for how Redtail can help streamline your processes and make your work days more productive and enjoyable.

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2.

Welcome Team

When you’re ready to sign-up, you’ll find our Welcome Team is the best in the business. We’ll help you make your transition to Redtail a smooth one.

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3.

Great Support

Extreme customer service is a living, breathing component of our company culture. We thrive on delivering an amazing experience and creating raving fans.

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What else does Redtail offer?

Imaging

Electronic document storage, linked to contact records in Redtail CRM. Let us help you take control of your documents.

Is it for you?

If you’re ready to reduce clutter by going paperless, Redtail Imaging has you covered.

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Email

Redtail Email Archive and Retention provides you with a convenient and compliant way to retain, retrieve, and report on email correspondence.

Is it for you?

If you’d like client emails accessible in the same place where you track the rest of your client interactions, Redtail Email is the way to go.

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Speak

A compliant way for you to communicate with your clients via text (and your staff via chat). Archived and searchable and tied to contact records (where applicable).

Is it for you?

If your clients want to communicate with you via texting, Redtail Speak makes it easy to do so in a compliant fashion.

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Ready to optimize your business?

Try out our 30-day, risk-free trial. It’s full-featured and easy to get started.

Free Trial

Who does Redtail integrate with?

Redtail integrates with hundreds of industry partners.

More Partners

Building Your Tech Stack webinar - IncomeLab

Redtail Partner Spotlight

Our Partner webinars provide you with the details you need to 1) determine whether or not an integration partner might be beneficial to your office 2) learn how to get signed up, set up and use the integration between Redtail and that partner and 3) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.

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More about Redtail

Technology Company

Redtail develops technologies that allow you to focus more on the human interactions that strengthen your client relationships.

We Care

We strive to be a positive force both for our customers and for the communities in which we operate.

Amazing Experience

At Redtail, we want your interactions with us to be extraordinary. Our aim is to create raving fans.

Best Support

Free and knowledgeable phone and email support, frequent webinars, extensive training docs and vids, and our traveling RTU events. We’re here for YOU!

Be a part of Redtail Family

We provide a fun, dog-friendly working environment with great benefits and perks. Equal opportunity employer.

Work with Us

What do raving fans say?

Nora is very knowledgeable, very nice to work with, good instructor, and very polite. I enjoy working with her. She represents Redtail and the service team very well.

Theresa

Samantha was happy, knowledgeable, and eager to help with a situation that was difficult for me to handle on my own. She is a valuable asset to Redtail!!!

Monte

Sarah was phenomenal! She was so personable, warm, and extremely patient! Sarah provided the highest level of customer service and was very thorough while answering all of my (many) questions. Thank you for all of your help, Sarah!

Kimberlyn

Great customer service!!! Nora listened to my question, walked me through completing the task, AND showed me how I could identify other situations that might need to be addressed. Thank you so very much. Great Job!!!

Phyllis

Redtail Blog

Integrations

Blog Feature Graphic_Building Your Tech Stack

Building Your Tech Stack webinar with Holistiplan on May 31!

Tax Planning Is the Powerful Tool Advisors Didn’t Know They Needed. Learn more at this webinar on May 31 with Holistiplan.

May 26, 2022

Resources

Tips from Redtail’s Training Team: How to Handle . . . Client Death

Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your clients passes away.

May 26, 2022

Resources

Manage your CRM: Manage Automations

Redtail offers many opportunities to customize your CRM; here we’ll consider how you can customize and use Automation Templates in Redtail CRM.

May 19, 2022