Redtail CRM

Redtail CRM

  • Description
  • Advantage
  • Benefits
A web-based, full-featured and easy-to-use client management solution.

If providing an excellent client experience is one of the keys to retaining existing clients and attracting new ones, how are you making sure that you manage your clients in a way that contributes positively to client experience? Redtail CRM is an easy-to-use, cost-effective client (and prospect) management solution, tailored specifically for financial professionals, that allows you to streamline your practice while also providing a more consistent level of service to your clients. Offering seamless integration with services like Morningstar, Riskalyze, LaserApp, Albridge and Envestnet MoneyGuide, Redtail eliminates redundant data entry while also allowing you to achieve a holistic view of your clients from one central location.

Further, the tremendous amount of client information you can track within Redtail, along with the variety of methods for client reporting and segmentation, provides multiple inroads for relevant client “touches.” Couple all of the above with Redtail’s Workflows and Automations and you are looking at a solution that is well-suited to boost your efficiencies and help you channel your efforts to produce happy clients!

Chalice Advantage

Exclusive benefits available for Chalice members:

  • $75 a month for up to 15 users (25% off retail)
  • Integrates with Chalice Advisor Exchange Snapshot

Start a 30 day free trail or connect your existing account to get started. 


  • Complimentary database conversions and support
  • Unlimited leads, contacts, reminders, and tasks
  • Document management, detailed reports and custom exporting
  • Access anywhere, anytime, including a free mobile app
  • Backup and disaster recovery  
  • Plus, many more!