Advyzon vs Redtail for 2027: CRM or All-in-One Platform

Redtail is the CRM, and Advyzon is an all-in-one platform

This comparison assumes your firm is an investment advisory practice, since both vendors sell mainly to advisors and wealth firms. A CRM (customer relationship management software) keeps client contacts, notes, tasks, and communication history in one record, while an all-in-one platform adds portfolio reporting, billing, and planning on top of the same client data.

Choose Redtail if you want a dedicated CRM with published per-user tiers and you already run portfolio reporting and billing somewhere else. Choose Advyzon if you want one vendor for CRM, reporting, billing, and planning, and you can accept a written quote before you can compare cost.

Redtail has changed owners, so check that first. Orion acquired Redtail Technology in 2022, and Redtail now continues as part of Orion, according to Advorra (2026). The product name has not changed. Advyzon also sells investment-management and family-wealth offerings under its own brand, and this review covers only its advisor platform.

TL;DR: If the CRM is the purchase, Redtail is the simpler product to budget for. If one platform is the purchase, put Advyzon on the shortlist and require a written price and feature list before you choose.

Key Takeaways

• Redtail publishes per-user tiers on its own pricing page, while Advyzon's cost stays quote-based until you request a proposal.

• Redtail's Growth plan adds document storage and compliant texting to the CRM, but its plans page lists no billing, portfolio accounting, or planning.

• Advyzon's public module list covers CRM, portfolio reporting, billing, documents, and financial planning in one product.

• Orion has owned Redtail since 2022 and still shipped dated Redtail CRM updates through October 2026, so Redtail's direction now runs through a larger parent company.

• Advyzon's financial planning is marked live, but its AI rollout scope and planning depth need written confirmation before you rely on them.

• Export and archive coverage decides the migration risk for either vendor, so confirm texting and email archives before you sign.

How we evaluated these tools

We weighted six criteria against the decision a small advisory firm actually makes: which system holds the client record, and whether to add one vendor or keep several. The weights are our analysis, not vendor data. The facts behind each row appear in the matrix, pricing section, and profiles below. A criterion counts only where a vendor page or an independent source we opened states the fact; where neither does, we write "not published."

Feature matrix: what each product states publicly

The matrix separates what each vendor's pages or independent coverage states from what we could not verify. "Not published" means the pages we opened say nothing on that point.

Our reading: Redtail's pages say what each plan includes, so its CRM scope can be checked from public material. Advyzon's public pages describe modules rather than plan limits, so its CRM depth and planning scope have to be confirmed in a demo or a written proposal before they count toward your choice.

Pricing: published tiers, the quote gap, and a five-to-15-user view

The Launch plan on Redtail costs $39 per user per month when billed yearly, or $45 billed monthly, and it covers up to five users. The Growth plan on Redtail costs $59 per user per month billed yearly or $65 billed monthly, with unlimited users, according to Redtail (2026). Redtail's page also says its free trial of the Growth plan is for new users only, and that Enterprise pricing is quote-based with a minimum license commitment. Checked November 13, 2026: we re-opened Redtail's pricing page that day, and the Launch and Growth tiers above matched it.

Launch plan price: $39 per user per month, billed yearly according to Redtail (2026).

Advorra, which offers migration help for these CRMs, lists the same tiers in an October 18, 2026 article, according to Advorra (2026). Its article also cautions that "Per-user CRM pricing is only part of a firm's software cost."

Advyzon does not publish a price on any page we could open, and our attempt to reach a pricing page on its site returned a not-found error. A 2025 InvestmentNews roundup describes its pricing as custom with a personalized demo on request, and says the platform integrates with around 30 custodians, according to InvestmentNews (2025).

The table below applies the Redtail tiers cited above to a few seat counts. The arithmetic is ours: $39 × 5 users × 12 months = $2,340, and $59 × 15 users × 12 months = $10,620. It excludes setup, data migration, and add-ons, which the public pages do not price.

Per-user list prices are not a total cost. The gap that matters most in this comparison is that you can budget Redtail from a public page, but you cannot yet budget Advyzon at all without a proposal.

Survey share: what the 2026 numbers say and do not say

The most recent survey we opened is the T3 and Inside Information study, presented in 2026, and its Redtail figure is the headline number below.

Redtail usage among surveyed advisory firms: 42.53% according to PlanAdviser (2026).

The table uses the same PlanAdviser article cited above. Read these as self-reported usage among surveyed firms, not as a measure of product quality. The jump for Redtail is large, so check the original T3 report before you cite it in a partner or board discussion; we did not open that report directly.

Redtail: a dedicated CRM with Orion behind it

Best fit: a firm that wants a dedicated CRM with per-user tiers it can budget, and that already runs portfolio reporting, billing, or planning in another system. The Growth plan also lists Process Workflows and Automation Triggers, so some routine follow-up can run inside the CRM before you need an outside tool.

Limitations: Redtail's plans page lists no billing, portfolio accounting, or planning, so those remain separate purchases. Enterprise pricing is quote-based, and the page mentions Premiere partnership pricing agreements (PPA) for larger teams. Compliant texting is "subject to broker-dealer approval," so a compliance sign-off belongs in the rollout plan. The Launch tier caps you at five users, so a firm that grows past that moves to a higher tier that costs more per seat, as the table shows.

Recent evidence: Orion's release page logs Redtail CRM updates on October 8, 2026, including upgraded software components to address security vulnerabilities for all users, and on October 19, 2026, including a change to how workflow task due dates are calculated, according to Orion (2026).

Implementation: plan around three checkpoints. Confirm the plan tier and the Orion connection your firm will use. Confirm what a standard client export includes, and whether the texting and email archives come with it. Pilot with one team before the full cutover.

If Redtail is on your shortlist against a portfolio-management-led alternative, our earlier Redtail vs Black Diamond comparison covers that decision.

Advyzon: one platform with newer modules to verify

Best fit: a firm that wants CRM, portfolio reporting, billing, document management, rebalancing, and a client portal on one platform. Advyzon's public module list also includes Financial Planning and Advyzon AI, so one vendor could cover the advisor workflow if those modules are live for your firm.

Limitations: Advyzon publishes no price on the pages we could open, so you cannot compare cost until you receive a proposal. Financial planning is new. Advyzon's planning page says Advyzon Financial Planning is "Now Live," according to Advyzon (2026), but it does not give each capability its own status, so ask which planning functions are in your contract. The AI system's coverage is also unclear: a July 2026 trade article reports that the rollout scope was not specified, and that an analyst asked how the platform would be priced and whether it integrates with other popular platforms, according to Wealth Management (July 22, 2026).

Installed base and integrations: Advyzon's share in the 2026 survey is a fraction of Redtail's, so fewer peer firms may run the same setup you do. Custodian coverage is the number to check first.

Advyzon custodian integrations: around 30 according to InvestmentNews (2025).

Implementation: ask Advyzon for a written list of custodians, data feeds, and export formats, then map your current CRM fields to its client record before you sign. Confirm who on your side owns the historical notes and tasks, because those are the records most often left behind in a move.

Migration risk and the hours you would otherwise spend

Illustrative example, not a customer: suppose a firm's website form creates 50 new prospect contacts a month in HubSpot, and each one has a secondary email that an advisor copies by hand into the CRM at about 4 minutes each. That is 200 minutes a month, or 2,400 minutes a year, which equals 40 hours of double entry. HubSpot's contacts API reference says additional emails are displayed in the hs_additional_emails field, so a proposed workflow would read that field instead of retyping it, but only after confirming the field exists in your HubSpot account and that your CRM accepts the value through its import or API route.

A configurable workflow from US Tech Automations for this decision would start with a trigger in the system where new clients are recorded, such as a contact marked as a new client. The action would copy the household name, account owner, and primary and secondary emails to the second system through its API or a scheduled CSV import. The output would be a task in the CRM that names the record and lists the fields written. The prerequisites are API credentials or export rights for each product, which you must confirm with each vendor, since neither public page we opened describes API terms in detail, plus a written field map that an operations lead signs off on. The human review points stay in place: an operations lead approves any record where the two systems disagree on an email or owner before the write, and any billing or fee-related change stays manual.

Zapier, Make, n8n, or an in-house build

Zapier, Make, and n8n are the usual do-it-yourself route, and they can keep run histories, retries, error branches, and audit trails once you configure them. The part you still own is the design: idempotency so a retried run does not create duplicate contacts, escalation for failed records, access controls for each connected account, and maintenance when either vendor changes its API. A proposed US Tech Automations design would put run logs, retry rules, and an exception queue into the initial scope, and it would name the same prerequisites and human reviewers. The real choice is who maintains the flows over time, since the automation itself is possible with any of these routes.

Who this is for

• Choose Redtail if you need a dedicated CRM with published per-user tiers, and your billing and portfolio reporting already live elsewhere.

• Choose Advyzon if you want one vendor for CRM, reporting, billing, and planning, and you can wait for a written quote before deciding.

• Neither fits if you cannot export your full client record, including archives, before your decision deadline.

Red flags: you cannot get Advyzon's written price before your deadline; your firm depends on Redtail texting or email archives and has no export plan for them; or you expect the CRM alone to replace portfolio reporting or billing.

Decision checklist

• Get the plan tier and seat count you need on paper from Redtail, and get Advyzon's price in writing.

• Ask both vendors which export and API routes your plan includes before you compare features.

• List every record type that must move: contacts, notes, tasks, texts, email archives, and documents.

• Name the owner of the client record after go-live and the person who reviews data conflicts.

• Decide whether planning and portfolio reporting are needed in the first year, and check which functions are live today.

Common mistakes

• Comparing a published per-user price with a quote-based total, which makes the cheaper-looking option hard to judge.

• Assuming a standard client export includes texting and email archives.

• Choosing the all-in-one platform for its planning module before confirming which planning functions are live for your firm.

• Reading market share as a measure of product quality.

Questions buyers ask before signing

When NOT to use US Tech Automations: skip a workflow build if a one-time CSV export or the vendor's own migration help covers your move, because those are cheaper and have fewer moving parts. Skip it if no one on your team will review exceptions, since the design depends on a named person approving conflicting records. Skip it if you have not chosen a CRM yet, because a workflow built against the wrong system has to be rebuilt.

Is Redtail still an independent company?

No, Orion acquired Redtail Technology in 2022, and Redtail now continues as part of Orion while keeping its product name.

Does Advyzon publish its prices?

No, Advyzon does not publish a price on any page we could open, so its cost stays quote-based until you request a proposal.

Which costs less for five users?

On the published tiers, five users on Redtail's Launch plan cost $2,340 a year when billed yearly, but Advyzon's cost is quote-based, so the comparison cannot be finished without a written proposal.

Can I move my Redtail data to Advyzon myself?

You can attempt it, but first confirm what a standard client export includes, because migration guidance from Advorra warns that a client-data export may not cover texting or email archives.

Is Advyzon's financial planning ready to use?

It is marked "Now Live," but the page does not give each planning capability a status, so confirm the planning functions in your contract before relying on them.

Does market share show which CRM is better?

No, the survey shows what surveyed advisory firms use, not how well each product performs for your workflow.

Bottom line for your shortlist

Pick Redtail when the CRM is the job and you want to budget per user from public prices. Pick Advyzon when you want one platform and can accept a quote-based cost and a planning module whose full scope you still need to confirm. In either case, export your records and confirm your archive coverage before the contract is signed. To see how the export-and-review step works across two systems, see how US Tech Automations configures this.