Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time

Growth Unleashed

Introducing Redtail Plans
Redtail Technology > Growth Unleashed

Innovation Priced Right for ​Firms of All Sizes

The industry’s favorite CRM1 for a reason — now with plans designed for every advisor.

Discover Which Plan ​is Right for You

Simplified Pricing. Unbelievable Value.

$ 39 Basic CRM

per user/month billed annually
up to 5 users

$45 per user/month billed monthly

$ 59 Premium CRM + Redtail Imaging and Redtail Speak

per user/month billed annually
unlimited users​

$65 per user​/month billed monthly

Let's Talk Plans are Customizable*

Endless Options Available!

*Minimum license commitment required

Free trial is of the full Redtail Growth Plan and is for new users only.
Call our Sales Team at 800-206-5030 opt. 2 to inquire OR contact us.

1Source: 2023 T3/INside Information Advisor Software Survey

Streamline Proposal Generation & Account Opening

Powered by Orion Wealth Management

Schedule your demo today to see how to create an incredible client experience by streamlining proposal generation and account opening. Plus! As a thank you, get 3 months of the Redtail Growth Plan for one user at no additional cost.

Must meet requirements:

  • New Orion clients only.
  • Must be an RIA or registered with Broker-Dealer with a selling agreement with Orion Portfolio Solutions or Brinker.
  • Growth Plan use not restricted by your Broker-Dealer.

Compare ​All Features​

*Subject to your BD’s approval

Call our Sales Team at 800-206-5030 opt. 2 to inquire OR contact us.

Unleash Your Growth

Start your free trial of Redtail CRM today and see for yourself why we’re the industry’s favorite CRM.