Back to Directory
Cross-Sector / Enterprise Fintech › Customer & Sales › CRM for Financial Services
Redtail CRM
CRM software designed specifically for financial advisors and wealth management firms.
Own Redtail CRM? Upgrade to an Enhanced Listing — edit every detail and route buyer inquiries straight to you.
Overview
Redtail CRM provides customer relationship management solutions tailored for financial services professionals, including financial advisors, wealth managers, and insurance agents.
The platform offers tools for contact management, workflow automation, calendar and task management, and client communication tracking.
Redtail CRM integrates with various financial planning, portfolio management, and document management systems to streamline advisor workflows and improve client service.
Key Features
- + Contact and relationship management
- + Workflow and task automation
- + Calendar and appointment scheduling
- + Email integration and tracking
- + Document storage and management
- + Reporting and analytics
- + Mobile access
- + Integration with financial planning tools
Integrations
MorningstarOrion Advisor ServicesRiskalyzeDocuSignMicrosoft OutlookLPL Financial
See something inaccurate or out of date? Let our editorial team know.