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Redtail Technology

Finance
Description
Redtail is a CRM and client communication platform built for financial advisors and wealth management firms. It provides email archiving, scheduling, marketing, and integrations with custodians and planning tools.
Recent Incidents (Last 24 Hours)
Last refresh: 2026-09-01 00:44 UTC (8m ago)

Redtail CRM Contacts Error

Resolved

This incident has been resolved.

Incident
Location:
Started: 2026-08-31 17:34 UTC (7h ago)
Updated: 2026-08-31 18:57 UTC (5h ago)
Resolved: 2026-08-31 18:57 UTC (5h ago)
2026-08-31 17:34 UTC (7h ago) : We are aware of an issue causing some users with Orion Risk Intelligence enabled to receive an error message when viewing certain account information in Redtail CRM. Our team is actively investigating the issue and working to restore normal functionality as quickly as possible. We will provide additional updates as more information becomes available.