Financial advisors · Best low-cost advisor CRM
Redtail review
A long-standing advisor CRM, now part of Orion.
Who it's for
Small advisory practices on a budget.
Who should skip it
Practices over five users, which need the $59 Growth plan.
Pros and cons
Pros
- Lowest advisor CRM price
- Long track record in wealth
Cons
- Interface feels older
Pricing
Redtail starts at $39/user/mo on the Launch, annual (up to 5 users) plan. Published
See every Redtail plan, hidden costs and first-year cost
Integrations
Microsoft 365
Best fit: 1–5 users.
Redtail compared
Redtail alternatives
| CRM | Starting price | Best for |
|---|---|---|
| WealthboxBest for independent advisors | $59/user/mo | 1–100 users |
| Salesforce Financial Services CloudBest for enterprise wealth firms | $325/user/mo | 50+ users |