Financial advisors · Orion
Redtail
A long-standing advisor CRM, now part of Orion.
Advisor notes
Good fit: Small advisory practices on a budget. Typical team: 1–5 users.
Look elsewhere if: Practices over five users, which need the $59 Growth plan.
Strengths
- Lowest advisor CRM price
- Long track record in wealth
Watch-outs
- Interface feels older
Microsoft 365
Pricing
Source: Redtail, checked Oct 14, 2026. Published
Launch (max 5 users)$39 /user/mo
Growth (unlimited users)$59 /user/mo
First-year cost on the entry plan
| Team | First year |
|---|---|
| 1 user | $468 |
| 5 users | $2,340 |
| 10 users | $4,680 |
| 25 users | $11,700 |
Questions to ask Orion
- Which custodians do you integrate with?
- How is email and activity archived for compliance?
- What does migrating from our current CRM involve?
CRM advice for financial advisors
Related terms
Custodian integrationSimilar CRMs
Considering Redtail?
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