Redtail Insights

What is Redtail?

Redtail Technology provides cloud-based client relationship management (CRM) software specifically designed for financial advisors. It helps advisors manage client data, track interactions, automate workflows, and ensure compliance. It is commonly used to improve efficiency, enhance client service, and streamline business operations within financial advisory firms.

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What other technologies are related to Redtail?

Redtail Competitor Technologies

eMoney

eMoney offers a comprehensive financial planning platform, directly competing with Redtail's CRM and potentially impacting financial planning integrations within Redtail.

mentioned alongside Redtail in 13% (392) of relevant job posts

Black Diamond

Black Diamond is a portfolio management platform with CRM capabilities that may compete with some functions of Redtail.

mentioned alongside Redtail in 6% (51) of relevant job posts

Salesforce

Salesforce is a broad CRM platform that can be used in financial services, directly competing with Redtail's CRM functionality.

mentioned alongside Redtail in 0% (420) of relevant job posts

Redtail Complementary Technologies

Riskalyze

Riskalyze is a risk assessment tool that can be integrated with Redtail CRM to enhance advisor capabilities, making it complementary.

mentioned alongside Redtail in 40% (81) of relevant job posts

Docupace

Docupace provides document management and workflow automation, which complements Redtail's CRM by streamlining operational processes. Integration of Docupace into Redtail can greatly benefit users.

mentioned alongside Redtail in 23% (57) of relevant job posts

Envestnet

Envestnet is a wealth management platform offering various tools. It can be complementary if integrated with Redtail for portfolio management or reporting purposes.

mentioned alongside Redtail in 9% (86) of relevant job posts