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Orion logoOrion Advisor Solutions Acquires Redtail

Orion delivers transformative wealthtech solutions for fiduciary advisors

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New version of
Redtail Imaging

With an updated, modern user interface and new features such as Bulk Upload and Download, the ability to drag and drop files within the web app (bye-bye Retriever!) and the all-new archive section, Imaging users can expect a more streamlined experience moving forward.

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Imaging Free Trial
Redtail CRM screenshot on the laptop

Redtail Technology

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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Why Redtail CRM?

Redtail CRM screenshot on the laptop

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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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.
Redtail Integrations
More Partners

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!

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  • Redtail office
  • Redtail Sacramento Office
  • Redtail office

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 YCharts on February 7!

Using YCharts to Steer Client Meetings in a Down Market. Learn more at this webinar on February 7th with YCharts.

February 2, 2023
Culture
Jolie
Redtail’s Best Paw Forward Photo Challenge January 2023 winner

It’s time to announce Redtail’s Best Paw Forward Photo Challenge winners for January 2023. See who will be featured on Redtail’s login page during the month of February.

February 1, 2023
New Features Release Notes
Blog Feature Graphics Release Note Focus
Release Note Focus: Reminders are now accessible in Redtail Mobile!

You can now access and view your CRM Reminders when using the Redtail app, as well as completing Workflows Tasks from those Reminders.

January 24, 2023
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