Compare
SignalWealth vs. Redtail CRM
Redtail is a CRM built for advisors, with compliant texting, document imaging and deep integrations with Orion, Schwab, eMoney and many more. SignalWealth is a CRM plus the marketing side: done-for-you content, email newsletters and a client portal in one system. Here's how they compare, and where each one is the better fit.
Every Redtail fact on this page links to Redtail's own website, checked October 20, 2026. Prices change. If something here is out of date, tell us and we'll fix it.
Built for
SignalWealth: advisors and agents.
Redtail: advisors, teams and enterprises, including broker-dealers.[1]
Starting price
SignalWealth: $89/month (CRM, up to 3 people).
Redtail: $39 per user/month billed yearly, or $45 billed monthly (Launch, up to 5 users).[2]
Content
SignalWealth: done-for-you articles, videos and newsletters from your own recordings.
Redtail: a CRM, not a content service. Done-for-you content: not stated.
Side by side
Feature by feature
"Not stated" means we couldn't find it on Redtail's website.
| What you need | SignalWealth | Redtail |
|---|---|---|
| Monthly price | CRM $89 · Signal $199 · Signature $399 · Persona $549 (founder prices; $299 / $599 / $799 standard). Extra user $18. | Launch $39 per user/month billed yearly, or $45 billed monthly (up to 5 users). Growth $59 per user/month billed yearly, or $65 billed monthly (unlimited users). Enterprise customizable, with a minimum license commitment.[2] |
| Contract and setup | Monthly or annual. No setup fee. 30-day trial. | Billed yearly or monthly. Free trial of the full Growth plan for new users; trial length not stated. Complimentary database conversions. Setup fee: not stated.[2] |
| CRM, pipeline, tasks, calendar | Included. | Included: contact and account management, calendaring, sales pipeline tracker.[2] |
| Planning, portfolio and custodian integrations | Not offered yet. Integrations today: Google, Zoom, Stripe, YouTube, LinkedIn. | "Access to 100s of Integrations" on every plan[2], including Orion, Charles Schwab and eMoney.[3][4][5][6] |
| Email newsletters | 5,000 to 25,000 emails a month included, by plan; then $3 per 1,000. Cost shown before you send. | Bulk emails and email templates on Growth.[2] Monthly email limits: not stated. |
| Automations | Ready-made: birthday, policy anniversary, annual review, and RMD season (by birth year, with the deadline filled in). | Process workflows, automation triggers and templates on Growth.[2] Ready-made birthday, policy anniversary and RMD automations: not stated. |
| Email and calendar sync | Google Calendar and Zoom. No Outlook yet. | Suite sync (email, calendar and contact syncing) on Growth.[2] Which providers: not stated. |
| Two-way texting | $29/month on CRM and Signal, included with Signature and Persona. 500 texts a month included, then 3¢ each. $49 one-time carrier registration. | Speak, included with Growth: compliant texting with automated, searchable archiving, bulk texting, scheduling and unlimited messages. Subject to broker-dealer approval.[2] |
| Missed-call text-back | Included with texting. | Not stated. Speak includes call forwarding.[2] |
| Document storage | Secure document sharing through the client portal (Signal and above). | Document storage on every plan. Imaging on Growth: paperless document management with audit trails and 200 GB of storage.[2] |
| Client portal | Included with Signal and above: secure document sharing and booking with their advisor. Client financial picture $79/month, included with Signature. | Not stated. |
| Done-for-you financial content | Articles, short videos, long-form episodes and newsletters made from your own recordings, reviewed by you before anything posts (Signal and above). | Not stated. |
| AI video of the advisor | Persona: videos in your own likeness and voice, from your own footage, with written consent. | Not stated. |
| Fax | $15/month: your own fax number, send from a client's record. | Not stated. |
| Compliance | Every email and text archived on the client, permanently. Content approval log. AI disclosure on AI-made video. | Compliant note entry and archiving on every plan. Texts archived automatically through Speak (Growth).[2] Content approval: not stated. |
| Connect ChatGPT, Claude or another AI assistant | Look-up on every plan. Building forms, automations and drafts: $29/month, included with Signature. | Not stated. Speak includes an AI assistant for texting.[2] |
| Mobile app | Coming soon. | Secure mobile app on every plan.[2] |
Choose Redtail if
You want an established advisor CRM wired into your back office
- You need links to Orion, Schwab, eMoney or other planning and portfolio tools today.
- You want compliant texting and document imaging built into the CRM plan.
- You're at a broker-dealer or a large team that needs permissions and enterprise terms.
- You want a low per-user price for a one- or two-person office.
- You need a mobile app today.
Choose SignalWealth if
You want the CRM and the marketing in one system
- You want content made from your own voice and expertise, not templates.
- You want email newsletters, a client portal and yearly client-care automations without adding other apps.
- You want every email and text kept on the client record, for compliance.
- You want to connect ChatGPT, Claude or another AI assistant to your CRM.
References
Where each Redtail fact comes from
Checked October 20, 2026. SignalWealth's own prices are on our pricing page.
- Redtail home page: "Built for advisors," "Designed for advisors, teams, and enterprises alike," broker-dealers. redtailtechnology.com
- Redtail pricing page: plans, per-user prices, yearly and monthly billing, user limits, features by plan, Imaging, Speak texting, trial and database conversions. redtailtechnology.com/pricing
- Redtail integrations directory. redtailtechnology.com/integrations
- Redtail integrations directory, Orion: Orion, Orion Planning and Orion risk intelligence. redtailtechnology.com/integrations?search=orion
- Redtail integrations directory, Charles Schwab. redtailtechnology.com/integrations?search=schwab
- Redtail integrations directory, eMoney. redtailtechnology.com/integrations?search=emoney
Redtail and Redtail CRM are trademarks of their owner. SignalWealth isn't affiliated with or endorsed by Redtail Technology or Orion. Other product names are trademarks of their owners. This comparison reflects publicly available information on the date above.