Redtail CRM
Established CRM with workflows, imaging, seminars, custodian integrations.
Overview
Long-standing CRM for financial advisors with workflow automation, imaging, seminars, and deep custodian integrations. Owned by Orion.
Key Features
- Workflow automation
- Document imaging
- Seminar management
- Custodian feeds
- Client portal
- Mobile app
Integrations
OrionSchwabFidelityPershingTDeMoneyMoneyGuideProDocuSign
Details
- Platforms
- Web, Mobile App
- Target Users
- BD Reps, RIAs, Insurance Advisors, Large Teams
- Pricing Model
- Subscription
- Starting Price
- USD 99/mo
- Full Pricing Details
- From $99/mo per user