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Redtail CRM for independent advisors: the lowest-priced way into a real advisor CRM
The short version:
- Why RIAs still start here: Redtail has been the default advisor CRM for years, so the planning, custody, and meeting-note tools you already use were built to connect to it.
- What it costs: Launch is $39/mo billed annually ($45 monthly) and covers up to 5 users on one subscription, not per seat. Growth is $59/mo billed annually ($65 monthly) with unlimited users.
- AI notes come from partners: there's no in-house notetaker. Tools like Jump and Zocks capture the meeting and write structured notes back into the CRM.
- The honest trade-off: Wealthbox feels more modern and sells its own AI Notetaker add-on at an introductory $49/user/mo. Redtail answers with price.
- Best fit: a solo advisor or an office of up to 5 people who want the lowest CRM bill and a database the rest of their stack already understands.
See it in action
Explainer video coming soon
Redtail CRM keeps an advisory firm's client records, notes, tasks, and calendar in one database, with the Launch plan at $39/mo billed annually for up to 5 users.
What does Redtail do for an independent RIA?
Redtail holds the master file on your book: household records, every call and meeting note, the tasks and workflows behind your recurring service calendar, and a calendar the whole office shares. When a client calls, anyone in the firm can pull up the full history instead of asking who talked to them last.
For an independent firm, the practical question is rarely whether the CRM has enough features. It's whether your planning software, your custodian's tools, and your notetaker talk to it. Redtail's age is its advantage here: after years as a fixture of the advisor stack, the next tool you add has almost certainly been connected to it before.
What does Redtail actually cost?
Launch runs $39/mo billed annually, or $45 if you pay month to month, and covers up to 5 users on one subscription. That per-office pricing is the headline: a three-person firm pays $39/mo total, where a per-seat CRM like Wealthbox starts at $59 for each user.
| Plan | Billed annually | Billed monthly | Users |
|---|---|---|---|
| Launch | $39/mo | $45/mo | Up to 5, on one subscription |
| Growth | $59/mo | $65/mo | Unlimited |
| Enterprise | Custom | Custom | Quoted for larger firms |
Prices change, so confirm the current tiers with the vendor before you commit.
Pricing is vendor-published and changes; check current plans at redtailtechnology.com/pricing (vendor-published, checked 2026-07-09).
How does Redtail handle AI meeting notes and compliance?
Redtail doesn't ship its own AI notetaker. Instead, advisor-built meeting tools like Jump ($100/advisor/mo) and Zocks ($67/user/mo billed annually) record the meeting, draft notes and follow-ups, and sync them into Redtail. Some firms prefer that arrangement: you pick the AI layer, and you can swap it later without touching the CRM underneath.
The compliance duties don't shrink because a partner tool wrote the note. You review anything AI drafted before it becomes part of the client record, and AI-assisted client communications get archived under the books-and-records rules (Advisers Act Rule 204-2, plus FINRA Rule 4511 where it applies). Recording a meeting takes client consent, and your compliance officer should sign off on the whole workflow before rollout. Our RIA compliance guide walks through the checklist.
Where does Redtail fit, and when is Wealthbox the better call?
Strong if…
- You want the lowest total CRM bill, and Launch's 5-user subscription covers your whole office.
- You want the CRM that your planning and custody tools have been connecting to for years.
- You'd rather choose your own AI meeting tool than buy the CRM vendor's add-on.
- You're moving off spreadsheets or a generic sales CRM and want an advisor-specific database.
Maybe not if…
- A modern, fast interface matters to you every day; Wealthbox is the newer build.
- You want AI notes and the CRM from one vendor on one bill; Wealthbox's add-on is an introductory $49/user/mo.
- You're a larger firm with custom requirements, where Enterprise quotes replace the simple math above.
- You expect new software alone to fix a messy book; budget time (or a consultant) for data cleanup either way.
Weighing the two CRMs? Read our Wealthbox review for the other side, or see every tool in the full advisor software comparison.
Common questions
How much does Redtail CRM cost?
Launch is $39/mo billed annually or $45 month to month, covering up to 5 users on one subscription rather than per seat. Growth is $59/mo billed annually ($65 monthly) with unlimited users, and Enterprise is custom-quoted. Confirm current pricing with the vendor at redtailtechnology.com.
Does Redtail have a built-in AI notetaker?
No. AI meeting notes reach Redtail through partners like Jump and Zocks, which record the meeting and sync structured notes into the CRM. If you'd rather buy notetaker and CRM from one vendor, Wealthbox sells its own add-on at an introductory $49/user/mo.
Is Redtail or Wealthbox better for a small RIA?
Redtail wins on price and integrations track record: Launch covers up to 5 users for $39/mo billed annually, so a three-person office pays $39 total. Wealthbox wins on interface and in-house AI at $59/user/mo, or $177/mo for that same office before its AI add-on.
Can a local consultant move my firm onto Redtail?
Yes. A local pro can bring your client records over, build workflows, and connect a meeting-note tool and compliant archiving so record-keeping works from day one. Find one by zip below.
Sources
Pricing is vendor-published and changes; confirm it with the vendor before you buy.
Redtail CRM — redtailtechnology.com/pricing (Launch $39/mo billed annually, $45 monthly, up to 5 users on one subscription; Growth $59/mo billed annually, $65 monthly, unlimited users; Enterprise custom). Vendor-published, checked 2026-07-09. Last reviewed: 2026-07-09.
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