Redtail CRM in 2026: pricing, plans and limits

Redtail CRM is a customer relationship manager for US financial advisors, sold by Redtail Technology. On 26 October 2026, its pricing page priced it at $39 per user per month on the Launch plan and $59 on Growth, billed yearly, or $45 and $65 billed monthly. A third plan, Enterprise, is priced on request with a "Minimum license commitment required". Launch holds five users at most and gives you Redtail CRM alone, while Growth has no cap on users and adds Imaging for documents and Speak for compliant texting. Growth also adds the AI features, according to Redtail's AI article of September 2026. Redtail Email, the archiving add-on, costs $10 per user per month on top of either plan. The free trial covers the full Growth plan, for new users only. Redtail's home page calls it the "#1 CRM for Financial Advisors", and the pricing page says it is "Trusted by Over 100,000 Advisors". These were the prices per user and per month in US dollars on 26 October 2026:

Redtail bills Email on its own: "$10/month per user. No storage limits.", according to its product page read in October 2026. The Email page says the free trial "includes Redtail CRM only": Redtail Email is not in the trial, and you add it once your subscription is active.

Redtail publishes its security documentation, covering the CRM and every connected tool, in Orion's Trust Center. On 26 October 2026, that Trust Center listed SOC 2 Type 2, SOC 1 and ISO 27001 reports and AWS among its subprocessors, without stating where data is stored. Redtail's iPhone app held 4.6 out of 5 from 693 ratings on the App Store on 26 October 2026.

Redtail's Launch plan leaves out permissions, automated workflows, email and calendar sync, and every Imaging and Speak feature, according to the feature table on Redtail's pricing page read on 26 October 2026. Launch also leaves out the AI features, according to Redtail's AI article of September 2026. A firm of five that needs any of them pays the Growth price. Both plans include contact and account management, user-defined fields at contact and account level, reports, a sales pipeline, the mobile app and a free database conversion. The rows below carry a mark under Growth only:

A firm of five pays $2,340 to $4,140 for its first year on Redtail, depending on the plan and on Redtail Email. At list prices read in October 2026, five users on Launch cost $2,340 a year billed yearly. Five users on Growth cost $3,540, and adding Redtail Email for each of them brings the year to $4,140:

Redtail asks financial professionals to review what its AI produces; Standards by default makes a person approve every deletion and every message sent outside before the agent acts. Redtail's article on its AI features, published in September 2026, says outputs "should be reviewed for accuracy and appropriateness by financial professionals in all cases". Apart from a review step before Contact Import saves, it describes no step where a person approves an action before the Redtail Assistant takes it. The features run on the Growth plan only and stay subject to approval by your broker-dealer. The article names five tools: Review Prep, which summarizes a client's history before a review; Workflow Builder, which builds a process from a prompt; Smart Search; the Redtail Assistant, which schedules meetings, logs notes and creates follow-ups; and Contact Import. Before you switch the assistant on, ask Redtail which changes it makes in client records on its own and where your firm sees them afterwards.

Standards agents read your clients' documents and write to their records, within the rights of the person they act for. A conversation starts in Auto mode by default: edits and new records go through without asking. By default, every deletion and every message sent outside, such as an email, waits for a person's approval, and the request counts what it will affect. In Manual mode, the agent "Asks for your approval before each change to your data". Each record keeps its history: which colleague or which agent changed what, when, and the value before.

Redtail lets you add user-defined fields at contact and account level on both plans, according to its pricing page read in October 2026, inside the contact and account structure Redtail provides. Its pages describe no way to create objects of your own, such as a trust or an insurance policy, with their own fields and links. An advisor who manages a household with several accounts and an estate plan then spreads it across contacts, accounts, notes and Imaging folders. Document storage with audit trails sits in Imaging, which only Growth includes. If your files hold households, contracts and the documents behind them, count how many of those links your team would keep in notes and Imaging folders before you choose.

In Standards, you describe your own objects at setup and whenever your work changes, such as households, contracts and assets, each with its fields. A household groups its members, each with a role, and a contract carries each holder's share and the ownership of the asset. You can filter on those links, for example to list every contract in which one client holds a share. Each record has its own drive, and can require supporting documents by type, each with an expiry date you declare. Roles set who reads, creates, edits or deletes each object.

Standards suits a firm of 5 to 50 people that keeps forcing households, contracts and their documents into Redtail contacts and accounts, and that wants agents to do the filing under roles and approvals it sets. It assumes your SEC or FINRA archiving of email and texts already sits with your broker-dealer or a dedicated archiver. Standards is the better choice when:

• your clients are households and companies, and each link carries a role, a share or an ownership regime;

• each file must hold supporting documents by type, with an expiry date;

• you want agents to file and update records, while a person approves, by default, every deletion and every email they send;

• your AI tools (Claude, Codex, Cursor) must read and write your records through the Standards API, SDK and MCP server.

The Standards comparisons apply the same criteria to other tools, and the guide on building a client database from a spreadsheet shows how households and contracts become records.

You move from Redtail to Standards with Standards engineers, starting with a 30-minute call about your Redtail contacts, accounts, workflows and the tools around them. You leave that call with a plan: what Standards replaces, what agents take over, and how many weeks the move takes. The length depends on the volume and the state of your data, and the engineers estimate it with you on that call. You describe your business, the Standards AI architect proposes the objects, and your Redtail exports are imported into them; a heavy migration is quoted on that first call. Your archiving stays where it is: Standards does not replace Redtail Email, Speak or your broker-dealer's archive. The engineers set up the workspace with you, because self-serve sign-up is still on a waitlist for teams that prefer to start on their own. Gmail and Google Calendar connect on the Standards cloud hosted in France (OVH, and Supabase in Paris); Outlook needs a dedicated instance or your own infrastructure.