Redtail CRM

Felcorp's Redtail CRM capability

Redtail CRM software capability is included as part of the following Felcorp service areas:

• Adviser Admin Duties
• Financial Planning Software Capabilities
• On Demand Paraplanning Duties

Felcorp Support is actively investing in developing our expertise on the Redtail CRM platform as part of our commitment to expanding our US financial planning and administration capabilities. Our adviser administration teams are currently undergoing structured training across Redtail's contact management, workflow automation, task management, and compliance documentation modules. As we build and formalise our proficiency on this platform, we are positioning our offshore teams to support US-based advisory practices with client record management, task processing, and administrative workflows within the Redtail environment.

Our teams are familiarising themselves with Redtail's contact database, calendar management, document storage, and pipeline tracking tools to deliver administration support for US advisory practices.

What is Redtail CRM?

Redtail CRM, now part of Orion Advisor Solutions, is one of the most widely adopted CRM platforms for US financial advisors. Purpose-built for financial services, Redtail helps advisors and their teams manage client relationships, automate workflows, maintain audit-ready compliance records, and track business development pipelines.

Key modules and components

• Contact management with detailed client profiles and tagging
• Calendar and activity management with Office 365 and Google Calendar integration
• Task management and workflow automation
• Contact record timeline for unified client interaction history
• Reporting across accounts, activities, contacts, and documents
• Document management and storage
• Redtail Campaigns for CRM-centric marketing
• Email integration and tracking
• Opportunity and pipeline management
• Integration with Orion planning and portfolio management tools

For more information about Redtail CRM, visit the official website at redtailtechnology.com.