# redtail-technology

> Analysis by Optimly for Optimly AI Visibility, in the Optimly AI Brand Index. Last analyzed August 30, 2026.

> Redtail Technology provides a CRM platform purpose-built for financial advisors, offering tools to manage client relationships, automate workflows, simplify compliance, and integrate with other industry tools. It also offers secure communication, document management, and email archiving solutions.

- Business Profile: https://optimly.ai/brand/redtail-technology
- Publisher: Optimly (https://optimly.ai)
- Dataset: Optimly AI Brand Index (https://optimly.ai/brand)
- Official website: https://redtailtechnology.com/
- Logo: https://logo.clearbit.com/redtailtechnology.com
- Slug: redtail-technology
- Category: CRM for Financial Advisors
- Last Analyzed: August 30, 2026
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## Full Details / RAG Data
### Overview
redtail-technology has a Business Profile in the Optimly AI Brand Index.
Redtail Technology provides a CRM platform purpose-built for financial advisors, offering tools to manage client relationships, automate workflows, simplify compliance, and integrate with other industry tools. It also offers secure communication, document management, and email archiving solutions.
### Metadata
| Field        | Value |
|--------------|-------|
| Name         | redtail-technology |
| Slug         | redtail-technology |
| URL          | https://optimly.ai/brand/redtail-technology |
| Logo         | https://logo.clearbit.com/redtailtechnology.com |
| Category     | CRM for Financial Advisors |
| Last Analyzed | August 30, 2026 |
| Last Updated | 2026-08-30T07:32:26.473Z |
### Links
- Canonical page: https://optimly.ai/brand/redtail-technology
- Official website: https://redtailtechnology.com/
- Publisher: https://optimly.ai
- Dataset: https://optimly.ai/brand
- JSON endpoint: /brand/redtail-technology.json
- LLMs.txt: /brand/redtail-technology/llms.txt