Short answer
Redtail CRM is a client relationship management system built for financial advisors, widely used by independent advisors and broker-dealer reps. Many growing firms migrate from Redtail to Salesforce Financial Services Cloud or HubSpot when they need more automation, reporting or integration.
Redtail CRM explained
Redtail stores contacts, households, notes, activities and workflows, and integrates with many wealth technology tools. Migrations involve mapping Redtail contacts and families to households, converting workflows into cases or action plans, carrying over notes and activity history, and deduplicating records accumulated over years.
A careful migration preserves the client history advisors rely on while cleaning up data that no longer serves them.
How Vantage Point helps: we migrate firms from Redtail to Salesforce FSC and HubSpot, including households, notes and workflows.
Frequently asked questions
Can Redtail workflows move to Salesforce?
Yes. They are usually rebuilt as cases, action plans or flows, with historical workflow data migrated for reference.
How long does a Redtail migration take?
It depends on data volume and complexity, but most run a few weeks to a few months including testing.