Ensure every client feels known.

Redtail CRM is the #1 financial advisor CRM by market share, purpose-built for the wealth management industry. It centralizes client data, automates workflows, tracks tasks and activities, and integrates with the tools advisors use daily — from custodians to financial planning software. It’s used by independent advisors, RIAs, broker-dealers, and enterprise firms across the country.

Redtail is built for financial advisors, advisory teams, and operations staff who need a CRM designed for the complexity of wealth management — not a generic business CRM adapted for financial services. Whether you’re a solo practitioner or part of an enterprise firm, Redtail scales with your practice.

Redtail integrates with a wide range of financial advisor tools — including custodians, portfolio management platforms, financial planning software, and more. Its integration library is one of the most extensive in the advisor technology space, letting you connect the systems your team already depends on.

Salesforce is a general-purpose CRM platform serving many industries. Redtail was built specifically for financial advisors — with advisor-specific workflows, compliance-aware contact management, and native integrations with financial services tools out of the box. Firms running Salesforce for wealth management may also deploy industry-specific overlays or custom configuration to add advisor-tailored functionality.

Redtail holds the #1 position in advisor CRM market share per the 2026 T3 Advisor Software Survey,¹ supports one of the most extensive integration libraries in the industry, and serves as the relationship layer inside Orion's fully connected advisor tech stack — spanning portfolio accounting, planning, trading, risk, and client portal. For firms already operating within the Orion ecosystem, or evaluating an integrated platform over point solutions, Redtail is the more natural fit.

Redtail CRM is available via subscription, with pricing based on the number of users at your firm. It’s known for being one of the most cost-effective purpose-built advisor CRMs in the market. Contact us or start a free trial to get current pricing details.

Redtail CRM is a core component of the Orion Advantage Stack — Orion’s integrated bundle of advisor technology tools. When combined with Orion’s portfolio accounting, trading, planning, risk, and portal capabilities, Redtail becomes the relationship layer that connects every part of the wealth management process.

Getting started is straightforward. Redtail offers a free trial so you can explore the platform before committing. For firms migrating from another CRM, Redtail provides data import support and onboarding resources. Start a free trial or contact the team to begin.