Contact: 800-206-5030
support@redtailtechnology.com
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
Growth Unleashed
Introducing Redtail Plans
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.
Launch
$
39
Basic CRM
per user/month billed annually
up to 5 users
$45 per user/month billed monthly
Growth
$
59
Premium CRM + Redtail Imaging and Redtail Speak
per user/month billed annually
unlimited users
$65 per user/month billed monthly
Enterprise
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.
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.
2849-OPS-10/16/2023