FinTurk vs Redtail: CRM comparison for RIAs
Redtail is the long-standing advisor CRM, with a low entry price and a close Orion connection. FinTurk includes an AI meeting notetaker, Outlook and Gmail sync, and every feature on every plan, and our team configures FinTurk and migrates your data for you.
Questions first? Send us a message →
FinTurk and Redtail side by side
Price per user, billed annually
- Redtail
- Launch $39 (up to 5 users), Growth $59, Enterprise custom
- FinTurk
- Pro $90, Max $135, Enterprise custom
What each plan includes
- Redtail
- Automated workflows, automations, email sync, and texting start at Growth
- FinTurk
- Every feature on every plan
Custom records and fields
- Redtail
- User-defined fields on contacts and accounts, which Redtail's search can't find; record types are fixed
- FinTurk
- Create your own record types and fields. Search finds them, Finn understands them, and workflows, automations, pages, and reports work with them.
Built-in AI
- Redtail
- Redtail AI, powered by Denali: Redtail Assistant, Review Prep, Workflow Builder, and Smart Search, at no extra cost. Orion's other Denali tiers are separate offerings.
- FinTurk
- Finn: answers with citations, meeting prep, drafted follow-ups, and workflows and reports it builds for your review. Pro includes $10/user/month in AI credits; Max and Enterprise are unlimited.
Meeting notetaker
- Redtail
- Through partner integrations, such as GReminders and Jump
- FinTurk
- Built in: pulls the Zoom, Microsoft Teams, or Google Meet transcript after each call, with no bot in the meeting. Calls on Zoom Phone and Microsoft Teams Phone work the same way.
Email sync
- Redtail
- Suite Sync covers Outlook and Exchange, on Growth and up. Redtail lists Google as coming.
- FinTurk
- Outlook and Gmail, on every plan
Onboarding
- Redtail
- Data import on request; your team configures workflows
- FinTurk
- Our team configures FinTurk and migrates your data, then keeps making changes for you after go-live, all included
Orion
- Redtail
- Redtail is part of Orion
- FinTurk
- Live Orion integration, on every plan
Competitor details come from each vendor's website and can change.
Choosing between them
Redtail may fit better if
You're a small team watching cost. Redtail Launch is $39 per user per month billed annually, for up to 5 users.
You want texting in your CRM. Redtail Growth includes Speak, Redtail's compliant texting.
FinTurk may fit better if
You track things outside your CRM today. If part of your practice lives in spreadsheets, Google Sheets, or handwritten notes, FinTurk can hold it as its own record type, with its own fields. Search and Finn see it, and you can automate and report on it, right alongside your clients.
You want meeting notes without adding another vendor. FinTurk's notetaker is built into every plan, and it never joins the call.
You'd rather not choose features by tier. Workflows, automations, and email sync come with every plan.
You'd rather not set up the CRM yourselves. Our team configures FinTurk around how you work, migrates your data, trains your team, and keeps making changes for you after go-live, at no extra cost.
What you'd actually pay
If you record every client meeting
Redtail
$159
Redtail Growth $59, plus a partner notetaker such as Jump at $100 per advisor
Notetaker: through Jump
FinTurk
$135
FinTurk Max, with unlimited AI
Notetaker: built in, unlimited
If you use AI lightly
Redtail
$59
Redtail Growth
Notetaker: not included
FinTurk
$90
FinTurk Pro: every feature, Gmail sync, and onboarding configured for you
Notetaker: built in, using your $10 per user per month in AI credits
Prices per user per month, billed annually. In your demo, we'll price the tools FinTurk would replace for your firm.
Moving off Redtail, handled for you
The 3-Step Migration™. Days, not months.
- 1
Export
Pull the standard export from Redtail, or send us a spreadsheet.
- 2
Send it securely
Send it to us through a secure upload. That's the last work you'll do.
- 3
We take it from there
Our team moves every note, field, and custom record as-is, and can turn the spreadsheets you keep beside Redtail into FinTurk records, then walks you through going live.
What stays the same: Orion keeps connecting. It's a live FinTurk integration on every plan.
FinTurk vs Redtail: common questions
Is FinTurk more expensive than Redtail?
It depends on how you use AI. Redtail Growth is $59 per user per month billed annually, without a meeting notetaker. FinTurk Pro is $90 and includes the notetaker, using $10 per user per month in AI credits. If you record every client meeting, Redtail Growth plus a partner notetaker such as Jump comes to $159 per advisor per month billed annually, while FinTurk Max is $135 with unlimited AI and the notetaker built in.
Does FinTurk work with Orion?
Yes. Orion is a live FinTurk integration on every plan.
Who moves our data from Redtail?
Our team does. Send us your Redtail export through a secure upload, and we move every note, field, and custom record as-is. Migration is included.
Can FinTurk track things Redtail can't?
Yes. In FinTurk you can create your own record types, such as tech providers, estate documents, or alternative investments, each with its own fields. They show up in search, Finn can answer questions about them, and you can automate and report on them. Redtail lets you add user-defined fields to contacts and accounts, but its search can't find them, and its record types are fixed.
Does Redtail have AI?
Yes. Redtail AI, powered by Denali, includes the Redtail Assistant, Review Prep, a Workflow Builder, Smart Search, and AI contact import, and Orion lists it at no extra cost. Redtail has no meeting notetaker of its own; advisors add one through partners such as GReminders or Jump. FinTurk's notetaker is built into every plan.
See how FinTurk fits your firm
Book a demo and we'll tailor it to how your firm works, on a full book of sample households.
Questions first? Send us a message →