You don’t want to break the bank on your technology (or on support for your technology).
At Redtail we don’t spend much time talking about the pricing for any of our solutions. That’s largely because our pricing is straightforward and affordable and doesn’t require explanation of any hidden fees. We don’t nickel and dime subscribers: there are no support fees, no onboarding fees, no data conversion fees, etc. We offer four solutions and an easy to understand cost for each of them (though Broker Dealer discounts may be available through your BD – inquire via our Sales Team).
Additionally, Redtail CRM is offered as a subscription service, which means you can cancel at any time, without cancellation or data retrieval fees.
Further, Redtail CRM is priced per database rather than per user, which means unless you’re a one- or two-person shop Redtail is likely the most affordable option on the market for our industry (and that’s without even taking into account the multiple free channels Redtail offers for support).
“It should be noted that most leading RIA CRM software providers . . . price their solutions on a per user basis. The most notable exception to this pricing model is Redtail which prices on a per database model. Each standard Redtail database subscription package includes up to 15 users for the same all-in cost.” ~from RIA in a Box’s comments on their 2020 RIA Technology survey
You can also enjoy a 30-day free trial of Redtail CRM in order that you might determine better whether or not Redtail will meet the needs of your office prior to subscribing.
Use the buttons below to see pricing for each of the solutions Redtail offers, along with a partial list of what is included with each solution for the monthly subscription fee. Bear in mind our solutions are offered à la carte — you decide which ones you need for your business — and that discounts may be available through your Broker Dealer.