Ensure nothing falls through the cracks with custom, automated processes that make it easier for you to do more, faster.
Analyze your sales pipeline in real-time and identify opportunities with Redtail’s Opportunity Tracker.
Attract prospects and engage your clients with events, seminars, and campaigns you can manage and track with ease in Redtail.
Keep track of your key KPIs with any of our standard reports (or build your own!) and deliver data that matters most to your business.
Review your key household/account information, allocation, activity, and performance details — all without leaving Redtail CRM.
Get a first-hand look at our roadmap for combining Redtail’s CRM technology into Orion’s open architecture platform to help advisors connect every stage of the advisor-client journey through a cohesive, tech-driven experience.
The Orion Advantage Stack is the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.
Best of all, you can easily manage your client and prospect relationships and complete your day-to-day operations through the industry’s #1 Market Share for CRM1.
¹Source: T3/Inside Information Advisor Software Survey, 2025. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and Portfolio Design Solutions. Orion also ranks in the Top 3 for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence.
