Launch
$45.00 /mo
$45 per user per month billed monthly or $39 per user per month billed annually
- Users
- Maximum of five users on Launch
- CRM
- Full Redtail CRM with mobile app and integrations
Finding the possibilities
Redtail
● Identity checkedAssistant · Vendor site 2026-10-04
Redtail is a CRM built for financial advisors with contact management, workflows, mobile access, and integrations to advisor tech stacks. Add-ons include compliant texting (Speak), document imaging, and email archiving under the Redtail Technology umbrella.
- Category
- Assistant
- Free access
- Free trial of the full Growth plan for new users only
- API access
- Not confirmed
Is Redtail right for you?
A good fit for
Financial advisory firms from solo practitioners to enterprises needing CRM-centric client workflows and compliance-friendly communications.
Before you choose
Launch plan caps at five users; Growth unlocks unlimited users and imaging/Speak features billed per user with annual or monthly billing.
Overview
Redtail Technology packages advisor CRM with optional compliant messaging and document management so firms can centralize client records, automation, and communications.
What it can do
Features & capabilities
Unknown is different from unavailable. Each fact carries its own evidence.
| Capability | Value | Evidence | Checked |
|---|---|---|---|
| CRM focus | Marketed as the number-one CRM for financial advisors with relationship-centric workflows. | Facts sourced | 2026-10-04 |
| Suite | Product family covers CRM, Speak texting, Imaging documents, and email capture. | Facts sourced | 2026-10-04 |
| Trial | Pricing footnote offers a free trial of Growth for new users. | Facts sourced | 2026-10-04 |
Understand the total cost
Redtail pricing & plans
Growth
$65.00 /mo
$65 per user per month billed monthly or $59 per user per month billed annually
- Users
- Unlimited users
- Add-ons
- Includes Imaging and Speak compliant texting
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Frequently asked questions
What is Redtail used for?
Redtail is a CRM built for financial advisors with contact management, workflows, mobile access, and integrations to advisor tech stacks. Add-ons include compliant texting (Speak), document imaging, and email archiving under the Redtail Technology umbrella.
Does Redtail have a free plan?
Free trial of the full Growth plan for new users only. This record does not confirm an ongoing free plan.
How much does Redtail cost?
The listed monthly price is $45.00 USD at monthly billing. See the plan cards for entitlements, billing commitments and seat minimums.
Can I use Redtail through an API?
Not confirmed. API access and subscription access may have different terms; consult the linked sources.
What should I check before choosing it?
Launch plan caps at five users; Growth unlocks unlimited users and imaging/Speak features billed per user with annual or monthly billing.
Price history
No retained pricing changes yet. A current price alone does not establish a historical trend.
How this profile is supported
Identity and profile
Reviewed vendor source
Read original source ↗Facts apply to the named version and check date. Send a sourced correction if something changed.