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software
Redtail
1 creator use or recommend it
1 use
2 mention
Last discussed Aug 11, 2026
Customer relationship management (CRM) software designed for financial advisors and wealth management firms.
Recently discussed in
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Wendy Ciehanski · Aug 11, 2026
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Mary Chapman · Jun 2, 2026
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Michael Kitces · Apr 16, 2026
What creators say
MC
Mary Chapman
uses
Used for: Central hub for tracking all work, client information, and team member progress with automation and workflows
Praised: Automation capabilities, workflow building, ability to see team workload and ...
vs: Switched from a previous system that didn't have automation capabilities
"We use Redtail, but we have everything in Redtail and it's tracked and not just client everything obviously client things and I'm not just talking about names and addresses, but work any one of us at any point during the day can see exactly what o..."
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WC
Wendy Ciehanski
mentioned
vs: Replaced by Salesforce after merger with Composition Wealth
"Our CRM email went from Red Tail and Zimbra to Salesforce and Outlook."
More from Wendy Ciehanski →
Michael Kitces
mentioned
"big firm buyers don't care how cool your super dialed in installation of Redtail or Wealthbox is"
More from Michael Kitces →Keep exploring
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