Redtail has been the default advisor CRM for the better part of two decades, and there is a reason for that: it is dependable, widely integrated, and everyone in the industry already knows it. What it is not is one place to do the work. Here is the line-by-line, including where Redtail still wins.
Redtail's core is the CRM, and Growth now bundles texting and document imaging with it. AI meeting notes, a client portal and an assistant still arrive from partners or from Orion's wider platform, each with its own price, login and support queue. Omega ships them in one seat.
Redtail's architecture predates the tooling advisors now expect. Omega was designed around the meeting itself being the input — the summary, the follow-up tasks and the household update all fall out of the recording without anyone re-keying them.
In a Redtail stack the CRM knows the relationship and the portfolio system knows the money. Omega holds both on the same household record, so nobody spends Friday reconciling two versions of the same client.
Redtail pricing and packaging taken from the vendor's own published pricing page, checked 10 September 2026. Growth includes Redtail Speak (texting) and Imaging (document storage); the Launch plan does not. Omega capabilities reflect the current product.
Redtail Growth is $65 per user per month, and at that price it is a well-packaged CRM: texting and document storage are in the box. The gap to an Omega seat is what a Redtail desk still has to buy, build or do by hand. Put these four lines in the model before you compare the two numbers.
Redtail does not make one. Meeting notes come from a third-party tool embedded in the CRM, on its own subscription, with its own retention rules. Add the per-user fee, and add the compliance officer's time reconciling two record systems.
A note that sits in the record is not a task with an owner and a date. In Redtail someone still turns the meeting into the work by hand. Count that at fifteen minutes a meeting, times meetings a week, times advisors.
Booking pages, reminders and calendar routing are a separate product on a Redtail desk. It is a small line, but it is another login, another sync to watch, and another place a client's details can drift.
A client portal on Redtail means an Orion relationship, priced on assets rather than seats. An assistant that can answer a question across your notes, email and tasks is not on the menu at all. Both ship with every Omega seat.
Redtail Growth list price and packaging from the vendor's published pricing page, checked 10 September 2026. Omega is $125 per user per month billed annually. Use the savings calculator on the pricing page to price your own stack.
Migration has a real cost, and it is mostly paid in your team's attention. Two cases where we would tell you to stay where you are.
Twenty years of muscle memory is worth something. If nobody on your team is waiting on the CRM to get their work done, a migration buys you a lower monthly number and a month of disruption. That trade is not always worth it.
Redtail’s integration list is one of the longest in the industry. If a custodian, planning tool, or reporting engine at the center of your day connects there and not here, that’s a real reason to wait — and worth telling us, because that list is how we set the roadmap.
Contacts, accounts, notes, activities and custom fields come across from a standard Redtail export. We map your field names to Omega's and show you the mapping for sign-off before anything is imported.
Your Redtail workflow templates are usually the most valuable thing the firm has built. We rebuild them as Omega automations first, so the team lands in a system that already knows your onboarding, your reviews and your annual cadence.
The saving arrives when the notetaker, scheduler and any partner subscriptions are cancelled — not on day one. We give you the checklist and the renewal dates to watch so none of them quietly auto-renew.
Bring your current subscription list to the call. Thirty minutes is usually enough to tell whether consolidating is worth it for a firm your size — including when the answer is no.
