The Evolution of Redtail CRM in WealthTech

This chapter explores the journey of the Redtail CRM platform over the past two decades, examining its transition from a standalone system to a vital part of a connected technology stack for Registered Investment Advisors (RIAs). Key topics include Redtail's pioneering role in internet-based CRM solutions, its acquisition by Orion, and the importance of integration within financial advisory tools. The speakers also discuss the challenges faced by firms in adapting to changing technologies and the ongoing debate surrounding comprehensive all-in-one solutions.