Redtail Technology Pricing Plans & Top Alternatives in 2026
CRM built for financial advisors to streamline relationships and compliance
Trusted by 254,745+ 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
Redtail Technology Pricing Plans Explained
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 sourced from Redtail Technology's official website as of May 2026. For the latest pricing, visit their website.
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Frequently Asked Questions (FAQs)
Stuck on something? We're here to help with all the questions and answers in one place.
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 offers subscription pricing. 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.
Annual billing discounts vary by plan. Visit Redtail Technology's pricing page to compare monthly vs 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 offers tiered pricing plans designed for teams of different sizes. Small businesses can typically start with a lower-tier plan and upgrade as they scale. See all plans to find the best fit.
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Redtail Technology Support Options
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
