Redtail CRM for Financial Advisors API
Redtail CRM financial advisor REST API for client relationship management, workflow automation, and advisor practice management. Enables AI agents to manage client contact and household relationship data for advisor practice management, handle activity and task workflow automation for advisor productivity, access client meeting and appointment scheduling for advisor calendar management, retrieve document management and note capture for client interaction documentation, manage seminar and event tracking for advisor business development, handle referral tracking and COI relationship management for practice growth automation, access compliance activity logging for regulatory documentation requirements, retrieve integration data with portfolio management and financial planning tools for unified advisor workflow, manage client review scheduling and follow-up for systematic client service, and integrate Redtail with Orion, MoneyGuidePro, Riskalyze, and other wealthtech platforms.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Financial advisor CRM. SOC2. API key. US. Client NPI and GLBA-protected data.
⚡ Reliability
Best When
An RIA, broker-dealer, or insurance advisor using Redtail CRM wanting AI agents to automate client contact management, activity tracking, compliance logging, workflow automation, and integration with portfolio and planning tools.
Avoid When
SEC/FINRA BOOKS AND RECORDS: Redtail activity and communication records are subject to SEC Rule 17a-4 / FINRA Rule 4511 books and records requirements for broker-dealers; automated record modification or deletion without compliance supervision creates regulatory books-and-records violation. Client data privacy — advisor CRM contains NPI (Non-Public Personal Information) subject to Gramm-Leach-Bliley Act (GLBA) Safeguards Rule; automated data sharing or third-party integration without safeguards assessment creates GLBA privacy violation. State insurance records — insurance advisor CRM activities may be subject to state insurance department records requirements; automated record purging without verification of retention requirements creates compliance gap. Supervision records — automated advisor activity in CRM may constitute supervisory evidence; automated editing or deletion of supervisor review notes creates compliance record integrity risk.
Use Cases
- • Managing client relationships from advisor CRM agents
- • Automating follow-up tasks from advisor productivity agents
- • Logging compliance activities from regulatory documentation agents
- • Scheduling client reviews from systematic service agents
Not For
- • Non-financial services CRM without advisor workflow focus
- • Institutional investment managers without retail client relationships
- • General sales CRM without financial advisor compliance requirements
Interface
Authentication
Redtail CRM uses API key authentication. REST API with JSON. Sacramento, California HQ. Founded 2003. Private (Orion acquired Redtail in 2021). 100,000+ advisor users. Most widely used financial advisor CRM. Wealthtech ecosystem integration leader. Competes with Wealthbox, Junxure (SS&C), and Salesforce Financial Services Cloud for advisor CRM.
Pricing
Sacramento, California. Orion-acquired (2021). Founded 2003. 100,000+ advisor users. Most-used advisor CRM. Database pricing model.
Agent Metadata
Known Gotchas
- ⚠ SEC/FINRA BOOKS AND RECORDS: Redtail CRM records are books-and-records for broker-dealer supervision (Rule 17a-4); automated modification or deletion of advisor activity records without compliance review creates regulatory books-and-records violation — implement immutable audit log before automation
- ⚠ API key per-user vs per-database — Redtail API key authentication is per-database, not per-user; automated agents must apply user-level data access controls at application layer since API key grants full database access
- ⚠ GLBA NPI safeguards — Redtail contains NPI (client financial data, account numbers, SSN) subject to GLBA Safeguards Rule; automated third-party integrations must include GLBA Safeguards assessment and vendor contract controls
- ⚠ Orion acquisition data architecture — Redtail acquired by Orion (2021); verify current API versioning and Orion ecosystem integration dependencies in automated workflows
- ⚠ Activity type compliance logging — automated activity logging must use correct Redtail activity types for compliance tracking; incorrect activity type classification creates gaps in supervisory review records
- ⚠ Bulk record operations — automated bulk contact or activity operations must implement rate limiting; Redtail API throttles bulk operations to prevent database performance degradation
Alternatives
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Scores are editorial opinions as of 2026-03-07.