(Financial Planning) - Redtail Technology, an industry leader in client relationship management (CRM) software, is changing the way it charges customers this week.
The company announced early last month that it will be switching from a flat fee of $99 a month for up to 15 people to a per-user fee starting at $45 a month, placing its pricing structure more in line with competitors.
Redtail, acquired last year by Orion Advisor Technology, ranks as the most popular CRM program among advisors, according to a recent Advisor Software Survey conducted by T3 and Inside Information.
By Elijah Nicholson-Messmer
June 09, 2023
