Redtail
Redtail is a widely-used CRM platform serving financial advisors and family office professionals.
Key Features
- Contact Management
- Activity Tracking
- Document Storage
- Email Marketing
- Workflow Management
- Reporting
- Mobile App
Use Cases
- Financial Advisory
- Client Relationship Management
- Compliance Tracking
- Marketing Automation
- Team Collaboration
- Client Communications
Integrations
- Outlook
- Gmail
- QuickBooks
- MoneyGuidePro
- eMoney
- Riskalyze
- Morningstar
Related Family Office Software
Related Resources
- Frequently Asked Questions
- Family Office Glossary
- Family Office Services
- Types of Family Offices
- Latest Family Office News
- What is a Multi-Family Office?
- Single Family Office Guide
- Wealth Management Services
- Estate Planning Services
- Tax Strategy Services
- Portfolio Management
- Family Governance
- Administrative Services
- Family Office vs Wealth Management
- Family Office Costs
- Minimum Net Worth Requirements
- Single Family Office Definition
- Multi-Family Office Definition
- Assets Under Management
- Ultra High Net Worth
- Alternative Investments
- Philanthropy & Foundations
- Technology & Cybersecurity
- Lifestyle & Concierge Services
- Personal Security Services
- Regulatory Compliance
- Financial Administration
- Impact & ESG Investing
- Liquidity Planning
- Conflict Resolution & Mediation
- Lifestyle Management
- Trust & Estate Structuring
- Consolidated Reporting
- Next-Gen Leadership Development
- Entity & Legal Structure Management
- Vendor & Service Provider Oversight
- Health & Wellness Services
- Single vs Multi-Family Office
- Family Office Services Explained
- How to Choose a Family Office
- Multi-Family Office Structure
- Family Governance Definition
- Alternative Investments Guide