What is Redtail?
Redtail provides CRM software specifically designed for financial advisors, including those in solo practices, enterprises, and broker-dealers. It helps financial professionals manage client relationships, maintain organization, and ensure compliance within the financial services industry. The platform aims to simplify daily operations for advisors and their support teams. Financial advisors and their teams use Redtail to keep client data, communications, and workflows in one central location. They can manage relationships, automate tasks and reminders, and stay prepared for audits. The software also offers tools for compliant texting, secure document organization, and automatic email archiving.