- Price
- From $39/user/mo
- Setup
- Easy
- Time saved
- Maker hasn't shared this
Who it's for
Financial advisors who want one client list that connects with the other tools they already use.
What it does
- Keeps client contacts and accounts in one place
- Sorts clients into groups you choose
- Connects with hundreds of other tools
Proof
Maker's claimThe company that makes it says so
“Trusted by Over 100,000 Advisors.”
Redtail TechnologyDate not shown Read the source
Try it yourself DIY version
Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.
Copy this prompt
You are helping a financial advisor clean up a client list. Below is my client info from [SPREADSHEET OR NOTES]. Use first names or initials only, no account numbers. Turn it into a clean table with these columns: name, household, phone, email, last contact date, next step. Flag anyone I have not contacted in [NUMBER] months. Then group clients by [GROUP RULE, LIKE LIFE STAGE OR SERVICE TYPE] and give me a short to-do list for this week. Do not give any investment opinions. Here is my info: [PASTE CLIENT LIST]. Reminder: have compliance review anything client-facing before it goes out.
How to set it up
- Start the free trial (the page says it is for the Growth plan, new users only).
- Bring in your client list.
- Connect the other tools you already use.
Cost
Launch $39/user/mo billed yearly ($45 monthly)
Prices change. Check the maker’s site before you buy.
Also on these lists
More bots for insurance agents and financial advisors
1 business making real money with AI. Every week. Steal it.
This week: A bagel shop took in $125K in phone orders with an AI bot.
1 email a week. Unsubscribe in 1 click. Privacy
Want it done for you?
15-minute call. Walk away with a tool that saves you real time and money.
- Free
- 15 minutes
- No sales pitch