Redtail Technology Pricing Plans in 2026
CRM built for financial advisors to streamline relationships and compliance
Trusted by 2M+ software buyers annually.
Main Features
- Calendar Management
- Contact Management
- Customer Data
- Document Management
Pricing
Starts from $39/user/month when Billed Yearly
Redtail Technology Pricing
Free Trial
Not available
Starting Price
$39 / /user/month
when Billed Yearly
Pricing Model
How much does Redtail Technology cost?
Need a plan for 50+ users?
Get volume pricing, dedicated onboarding, and a custom contract. Switching from another tool? Redtail Technology supports data import to get you set up quickly.
Pricing read from Redtail Technology's official website as of Oct 2026. List prices change and published plans rarely match what a team of your size actually pays, so treat these figures as a reference rather than a quote.
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Frequently Asked Questions (FAQs)
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Redtail Technology does not offer a free trial or free plan. All plans are paid. Contact the Redtail Technology team for a demo or visit their pricing page for current options.
Redtail Technology publishes prices for its plans. Plans start from $39/user/month. View all Redtail Technology pricing plans →
The starting price of Redtail Technology is $39/user/month when Billed Yearly
Redtail Technology does not currently offer a free plan. All plans are paid. Visit the pricing page to see current options.
We do not hold Redtail Technology's annual billing terms. See pricing page for monthly and annual rates.
Most SaaS products including Redtail Technology allow you to cancel your subscription at any time. For monthly plans, cancellation typically takes effect at the end of the current billing cycle. For annual plans, refund policies vary — check Redtail Technology's terms or contact their support team for details.
Redtail Technology lists published prices, starting from $39. Check which plan fits your team size. See all plans to find the best fit.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
