Offers a user-friendly interface for managing client relationships, tracking interactions, storing documents, and integrating with various financial planning tools and platforms.
Tools for managing client communications across multiple channels (email, chat, phone), often with recording and archiving capabilities for compliance purposes.
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Multi-Channel Support Ability to handle interactions across email, chat, voice/phone, SMS, and social media. |
Redtail CRM supports email integration and records, as well as features that allow it to integrate client interactions across phone and email; chat, SMS, and social media support are not natively advertised but can be achieved via integrations with certain third-party applications. | |
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Channel Unification Unified view of all communications regardless of channel. |
Redtail provides a unified timeline for client communications, showing a consolidated view of emails, notes, calls, and meetings within the CRM. | |
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Channel Switching Ability to switch or escalate conversations between channels seamlessly. |
No information available | |
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APIs for Channel Integration Availability of APIs for custom integration with new channels. |
Redtail CRM offers robust APIs, and integration partners can connect new channels and systems. | |
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Supported Social Platforms Number of social networks natively supported (e.g., Twitter, LinkedIn, Facebook). |
No information available | |
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Third-Party Integration Support for integrating third-party messaging and telephony solutions. |
Redtail integrates with many third-party platforms for messaging, telephony, and document storage via its open API and partner integrations. | |
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Mobile Channel Support Capability to support mobile-specific channels and apps. |
Redtail CRM offers a dedicated mobile app and mobile web access for advisors, making client records and some communication features available on mobile. | |
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Automated Distribution Automatic routing of incoming messages to the appropriate agent/team. |
Automated workflows and notifications can route and assign tasks and messages to appropriate advisors/teams. | |
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Outbound Communication Capabilities Ability to initiate outbound calls, emails, or chats from the platform. |
Not as far as we are aware.* Outbound emails can be sent, but the CRM is not intended as an outbound call or chat platform. Outbound capabilities are primarily through email and integration partners. | |
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Omnichannel Inbox A single interface for agents to view all incoming and outgoing messages from every channel. |
No information available | |
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Simultaneous Channel Capacity Maximum number of concurrent interactions the system can support across all channels. |
No information available |
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Call Recording Automatic recording of voice interactions. |
No information available | |
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Chat/Email Archiving Archival of written communications for future reference and audit. |
Redtail stores all email and written communications with searchable histories for compliance and audit. | |
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Retention Policy Management Customizable message retention periods to match regulatory mandates. |
No information available | |
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Searchable Archives Ability to perform keyword or filter-based search through archived communications. |
Archive search is a core feature for client records, notes, and email. | |
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Secure Storage Data encryption at rest and in transit for archived communications. |
Redtail CRM uses encryption at rest and in transit to secure stored communications and documents. | |
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Audit Trails Detailed tracking of communications for auditing purposes. |
Comprehensive audit trails are supported for compliance—every update to client records is logged. | |
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Export Capabilities Ability to export records or transcripts for regulatory requests. |
Records and client histories can be exported as needed for compliance or reporting. | |
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Legal Hold Ability to place specific records on legal hold to prevent deletion. |
No information available | |
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Data Purging Automation Automated deletion of records based on defined retention policies. |
No information available | |
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Compliance Certifications Certified compliance with relevant financial or data privacy regulations. |
Redtail advertises compliance with US financial regulations such as SEC and FINRA, and participates in relevant data privacy certifications. | |
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Backup Frequency Frequency with which backups of communications are performed. |
No information available |
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Concurrent User Support Maximum number of users that can operate the system simultaneously. |
No information available | |
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Message Throughput Number of processed messages per second. |
No information available | |
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Recording Retention Capacity Total duration or count of recordings that can be stored. |
No information available | |
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Latency System response time for message delivery or retrieval. |
No information available | |
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Uptime Guarantee Vendor-promised service availability. |
No information available | |
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Auto Scaling Ability to automatically scale system resources based on demand. |
As a cloud-based platform, Redtail automatically scales to support higher user or data loads. | |
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Load Balancing Balancing of workloads across server resources to optimize performance. |
Built-in load balancing is standard in Redtail's SaaS cloud deployment. | |
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Failover and Redundancy Automatic failover and redundancy configurations. |
Redtail maintains data redundancy and failover within its cloud infrastructure. | |
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Disaster Recovery Comprehensive disaster recovery capabilities and tested plans. |
Disaster recovery and backup protocols are cited in Redtail's security and compliance documentation. | |
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Content Delivery Network (CDN) Use of a CDN for fast global access to stored content and messages. |
No information available |
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End-to-End Encryption Encryption of data in transit and at rest from sender to receiver. |
Encryption of data in transit and at rest is listed among Redtail's security features. | |
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Multi-Factor Authentication MFA for agent and administrator access. |
Multi-factor authentication available for admin and user logins. | |
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Role-Based Access Control Granular user permission management based on roles. |
Role-based access controls are provided, allowing granular permissions assignments. | |
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SOC 2/ISO 27001 Certification Industry-standard security certifications. |
Redtail is SOC 2 Type II certified and mentions ISO-standard alignment in external security audits. | |
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Single Sign-On (SSO) Ability to log in using a firm’s SSO infrastructure. |
Single sign-on is supported through SAML integrations for enterprise clients. | |
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Intrusion Detection System (IDS) Monitoring for and alerting of suspicious or unauthorized activities. |
No information available | |
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Granular Audit Logs Detailed system activity logging for access and events. |
Activity and login logs are available for audit and incident tracking. | |
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Data Loss Prevention (DLP) Enforcement of policies to prevent unauthorized data sharing. |
No information available | |
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Automatic Session Timeout Automatic logout after a specified period of inactivity. |
Session timeouts and automatic logout are listed as available security settings. | |
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Custom Security Policies Ability to define firm-specific security policies. |
Custom security policy configurations available through admin controls. |
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Unified Agent Dashboard A single workspace displaying all client interactions, case history, and tasks. |
Unified dashboard features are a key component of the Redtail CRM advisor interface. | |
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Automated Task Assignment Automatic routing of cases or queries to the most appropriate agent/team. |
Automated routing and task assignment is possible with workflow features. | |
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Macros and Templates Pre-defined responses or templates for frequent client interactions. |
Email templates and notes templates are supported, frequently used for client communication. | |
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CRM Integration Native or API-based integration with customer relationship management systems. |
Redtail CRM is known for its deep integrations with popular CRMs, financial planning, and document management systems through APIs and vendor partnerships. | |
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Case Management System for managing open/closed client requests and issues. |
Case management tools available for tracking and resolving client issues. | |
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Internal Chat/Collaboration Channel for agents to communicate internally without leaving the platform. |
Internal communication and notifications supported through Redtail Speak (separate module) and notification features. | |
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Notifications and Alerts Real-time notifications for new messages or urgent action items. |
Real-time system notifications for notes, calendar, and reminders are a central feature. | |
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Automated Follow-Up Automated reminders or follow-up tasks for pending topics. |
No information available | |
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Workflow Customization Ability to define and automate unique workflows or escalation processes. |
Users can customize workflows, automate task assignments, and define escalation triggers. | |
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Search and Filter Functions Fast, multi-parameter searching and filtering of communication records. |
Comprehensive search and filter functions are available for client records and communications. |
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Client Portal Access Clients can log in to view past correspondence, statements, and open tickets. |
No information available | |
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Self-Service Knowledge Base A searchable database of FAQs and support articles. |
Redtail provides a knowledge base for end-users with searchable FAQs and help guides. | |
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Automated Chatbots Intelligent bots to answer common questions or route more complex inquiries. |
No information available | |
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Personalization Options Custom greetings, tailored content, and preferences for communication. |
No information available | |
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Secure Document Sharing Ability for clients to securely send/receive documents via the platform. |
Secure document storage and sharing are available for advisors; client-side uploads depend on permissions. | |
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Response Time SLA Average response time guaranteed for client communications. |
No information available | |
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Real-Time Status Updates Clients receive real-time updates on the status of their inquiries. |
No information available | |
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Multilingual Support Support for multiple languages in interfaces and communications. |
Redtail offers a Spanish-language version and supports customization of communications in multiple languages. | |
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Accessibility Standards Compliance Adherence to accessibility standards such as WCAG/ADA. |
No information available | |
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Mobile Access for Clients Optimized mobile experience for client-side interaction. |
Redtail CRM provides mobile access for advisors; client-facing mobile experiences are limited. |
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Open APIs Availability of open APIs for integration with in-house or third-party applications. |
Extensive open API and developer documentation available to facilitate integrations. | |
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Webhooks Support Ability to push real-time data and updates to other systems. |
Redtail supports real-time event push to other platforms via webhooks and API. | |
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Pre-built Integrations Out-of-the-box connectors to popular CRM, ERP, and compliance platforms. |
Redtail has pre-built integrations with CRM, document management, and some compliance solutions. | |
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Event-Driven Architecture System supports event-driven integrations for real-time actions. |
No information available | |
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Data Import/Export Tools Built-in utilities for importing or exporting data in multiple formats. |
Tools for data import/export between formats and systems are available. | |
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Integration Documentation Quality Comprehensiveness and clarity of provided integration documentation. |
Redtail is widely praised for its well-documented API and integration resources. | |
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Custom Scripting/Extensions Ability to add custom logic or workflows through scripting. |
No information available | |
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Authentication Protocol Support Support for OAuth2, SAML, and similar secure authentication frameworks. |
Supports SAML, OAuth, and other secure authentication mechanisms through integrations and settings. | |
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Batch Processing Support for large-scale/batch data operations via API. |
No information available | |
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Integration Rate Limits Maximum API calls allowed per hour. |
No information available |
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Real-Time Dashboards Live reporting on key communications metrics. |
Dashboard and customizable reporting modules with live updates available to users. | |
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Custom Report Builder Creation of ad-hoc or scheduled custom reports. |
Redtail includes a report builder for custom and scheduled analytics. | |
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Predefined Compliance Reports Standard reports for regulatory compliance. |
Predefined compliance reports available for regulatory review. | |
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Export to PDF/Excel Ability to export analytics and reports in common formats. |
Exports to Excel and PDF formats available from the reporting module. | |
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Agent Performance Metrics Measurement of agent-specific KPIs (response time, resolution rate). |
Tracks key agent productivity metrics and workflow reporting. | |
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Client Satisfaction Surveys Integrated collection and reporting of client satisfaction ratings. |
No information available | |
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Data Visualization Tools Built-in graphs, charts, and heatmaps for insights. |
Dashboard features include charts and graphs for visualizing key business metrics. | |
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Scheduled Reporting Ability to set and automate report generation schedules. |
Ability to schedule reports for delivery to users or administrators. | |
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Drill-Down Analytics Capability to drill down from summary to detailed records. |
No information available | |
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Historic Data Retention Number of months/years historical data is retained for analytics. |
No information available |
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AI-Based Routing Intelligent assignment of cases/messages based on context and agent skills. |
No information available | |
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Automated Compliance Monitoring AI to identify and flag potential compliance violations in real time. |
No information available | |
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Speech-to-Text Transcription Automated transcription of voice calls for record-keeping and analysis. |
No information available | |
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Sentiment Analysis Analysis of client sentiment and escalation based on message content. |
No information available | |
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Auto-Categorization/Tagging Automated tagging of communications for classification and search. |
No information available | |
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Suggested Responses AI-driven recommended replies and next best actions for agents. |
No information available | |
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Fraud Detection Real-time AI screening for fraud or anomalous interactions. |
No information available | |
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Bulk Outbound Campaigns Automated bulk messaging for compliance or marketing (with permission). |
No information available | |
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Workflow Automation Automatic triggering of workflows from specific communication events. |
Workflows can automate post-interaction processes using triggers and scheduled events. | |
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Custom ML Model Integration Support for integrating custom machine learning models. |
No information available |
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Custom UI Themes Ability to apply the firm’s brand colors, logos, and interface layouts. |
Branding customization is supported, including logo, colors, and interface adaptations. | |
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Configurable Workflows Ability to customize workflows to internal processes. |
Workflows are highly configurable to support unique firm processes. | |
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Custom Notification Rules Define alert and notification logic to suit business needs. |
Notification preferences and triggers are configurable | |
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Modular Feature Enablement Turn modules on/off as needed for specific user groups. |
No information available | |
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Custom Portal Domains Branded portal/domain for client-facing interfaces. |
Portal domain branding customization is supported for client portal features. | |
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Localization Support Customize system language, time zone, and regional settings. |
No information available | |
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Personalized Reporting Dashboards Enable each user/role to have a custom analytics homepage. |
Dashboard can be personalized per user/role with widgets available. | |
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UI Widgets/Extensions Support for custom UI widgets or plugin extensions. |
Support for widgets and some integrations/extensions through partner ecosystem. | |
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White-labeling Options Remove vendor branding for full white-label deployment. |
No information available | |
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Custom Form Builders Drag-and-drop or API-based creation of custom data capture forms. |
No information available |
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24/7 Support Availability Access to live support at all times. |
Live support via chat, email, and phone is available 24/7 according to Redtail's support documentation. | |
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Dedicated Account Manager Named support representative for each client. |
Dedicated account managers provided for larger/enterprise clients. | |
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Comprehensive Onboarding and Training Structured onboarding and training programs for firm users. |
Comprehensive onboarding, webinars, and guided training for new users is a known offering. | |
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User Community/Forums Online user communities for knowledge sharing. |
Redtail supports user forums and knowledge community online for customers. | |
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Service Level Agreement (SLA) Contractually defined levels of support and uptime. |
Published and contractually guaranteed service levels for uptime and support, documented in customer agreements. | |
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Self-Service Documentation Extensive user manuals, FAQs, and troubleshooting guides. |
Extensive user documentation, manuals, and FAQ portal available online. | |
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Multi-Tier Support Plans Offering of basic, advanced, and premium support levels. |
Support plan pricing and tiers are published and available for review. | |
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Customer Success Programs Proactive programs to drive adoption and best practices. |
Proactive customer success programs and regular check-ins offered to large customers. | |
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Regular Product Updates Frequent enhancements and bug fixes. |
Redtail provides regular updates and enhancements to the platform. | |
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Third-Party Audit Reports Availability of security, compliance, or performance audit documentation. |
Security and compliance audit reports are available upon request for firms and prospects. |
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