Redtail
CRM, archived texting, imaging and email tools for financial advisors, owned by Orion.
redtailtechnology.comRedtail Technology sells a web-based CRM for advisors, along with an archived text-messaging tool, a document imaging module and email archiving. The company says it connects with more than 100 other tools, naming Orion, Schwab and eMoney among them.
Orion Advisor Solutions announced the purchase of Redtail in April 2022 and completed it on June 6, 2022; terms were not disclosed. Orion is backed by private equity firms TA Associates and Genstar Capital.
What it does
- Advisor CRM
- Archived text messaging
- Document imaging
- Email archiving
- Task automation
Works with
Integrations
- Orion
- Charles Schwab
- eMoney
- Zapier
- Mailchimp
- Morningstar
- Intelliflo
- Broadridge Advisor Solutions
As listed by Redtail.
Named by others in this directory
Coverage
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Others in CRM
All CRM vendors- AdvisorEngine CRMCRM from AdvisorEngine, formerly sold under the Junxure name.
- PractifiCRM for registered investment advisers, built on the Salesforce platform.
- WealthboxCloud CRM for advisory firms covering contacts, workflows, pipeline and email sync.
- Salesforce Financial Services CloudSalesforce's CRM edition for wealth managers, with household views, workflows and AI agents.
- SkienceWealth management CRM and consulting firm that builds on the Salesforce platform.