# Redtail Speak

> Compliant texting and team collaboration for financial advisors. (iPhone/iPad app by Redtail Technology, Inc..)

- Source: https://appshunter.io/ios/app/redtail-speak/id1565188741 (this page in markdown: same URL + `.md`)
- Developer: [Redtail Technology, Inc.](https://appshunter.io/developer/347316603)
- Category: Business
- Price: Free
- Rating: 2.20/5 from 18 App Store ratings · 14 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.4 · 21 MB
- Languages: American English
- Released: 2021-12-30
- Data updated: 2026-06-04
- Monetization: ad-supported
- User reviews in markdown: https://appshunter.io/ios/app/redtail-speak/id1565188741/reviews.md

## What is Redtail Speak?

Redtail Speak offers a compliant way for you to text message your clients and collaborate with your staff in real-time. With texting now an everyday part of every generation’s lives, incorporating a texting solution into your practice as a financial advisor allows you to solidify your client relationships through more effective engagement and improved communications.



Redtail Speak is available as a standalone texting/chat solution, while offering integration with Redtail CRM for those who subscribe to both solutions.



Using Speak, every text conversation is fully searchable and automatically archived, recorded daily, and sharable with email surveillance providers, offering you a safe, compliance-approved way to communicate with your clients. Speak also empowers your team to communicate directly with each other by providing team members with access to the same communication threads, which helps to eliminate bottlenecks.



We believe Speak will help you overcome many of the biggest challenges advisors face regarding client communication while also freeing up your valuable time for other important client service activities.




Some of the features of Redtail Speak include:


• its functionality as both a texting solution between advisors and their clients as well as a collaborative communication platform for advisors and staff
• its ability to provide secure texting to clients
• everything that is sent through Speak is automatically archived—everything is searchable. Institution-level searching is also available.
• the capability to send and receive attachments—images, Office files, etc. View images inline, with no need to download.
• integration with Redtail CRM for Redtail subscribers. For those users, your Redtail CRM contacts can be automatically synced to your Speak account and your chat history with Redtail contacts will be available inside their contact record in the CRM.
• it allows you to customize your texting Invite Message to your clients. You can set that message as the default for all your team or allow them to craft their own Invite Messages.
• unlimited channels for group team chats and unlimited private direct messaging for one-on-one conversations with other team members
• an Out of Office option. You can set this up to automatically send a reply if a client messages you while you are unavailable. You can also set the date/time when this Out of Office response clears.
• full emoji support
• the ability to view messages you’ve scheduled for a later date and/or time 
• the ability to include photographs you take as a part of your text or chat messages, if you allow camera access
• the ability to use Message Templates you’ve created in order that you might streamline creation/delivery of commonly sent messages of a similar nature



About Redtail Technology:


Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.

## Key features

- Compliant client texting
- Real-time staff collaboration
- Searchable message archiving
- Redtail CRM integration
- Customizable client invites
- Out of office auto-replies
- Message templates

## Recent user reviews (10 of 14)

All indexed reviews: https://appshunter.io/ios/app/redtail-speak/id1565188741/reviews.md

### 1/5 — Horrible tech service

*2025-09-05, version 2023.1.11*

If you want an app that doesn’t notify you when clients text, this is for you! 

Don’t worry about telling tech support—fixing this issue has been their top priority for months now.

### 1/5 — Fix the notifications

*2025-09-05, version 2023.1.11*

App is useless if you can’t get notifications when someone texts you

### 1/5 — So close but 1 big issue

*2025-08-11, version 2023.1.11*

This app isn’t bad.  There are plenty of things they could improve on but the 1 most important issue is I don’t get notifications when someone sends me a message.  That is the entire point of the app.  This needs to be fixed ASAP.

### 2/5 — Nice when it opens

*2025-06-02, version 2023.1.11*

If it opened every time perfectly, it would be a decent app. Probably four stars the sad part is it doesn’t. Sometimes it uses the Face ID, sometimes you gotta dive in there and find the password, and sometimes it’s just a blank screen. You have to close it and open it close it and open it. Most times that works. When that doesn’t you uninstall and install the app.  Not great at all.

### 3/5 — No Sort, Filter, or Search

*2025-03-31, version 2023.1.11*

How can I have an ongoing thread of 200+ clients that I am not able to search and bring a specific client to the top to send a text to. Great app just needs some serious upgrades that should already be there.

### 5/5 — I love this app!

*2025-03-20, version 2023.1.11*

I am able to communicate with my team and clients quickly and compliantly. I love that it silently runs in the background and doesn’t disturb me when meeting with clients in person or over zoom. I wish it were easier to add a team member to a room from the app. Right now I can only do it from the web version.

### 1/5 — No text notifications

*2025-01-14, version 2023.1.11*

Without audible or haptic notifications the app’s usefulness is limited.

### 1/5 — So disappointed

*2024-10-25*

I needed this to work. It stopped letting me log in. For no good reason. The app does not give alerts when a text comes in.

### 1/5 — Stopped logging in

*2024-09-19, version 2023.1.11*

After working for a few weeks it stopped being able to login. I didn’t change my password it just stopped letting me in.

### 2/5 — Lousy slack substitute

*2024-09-11, version 2023.1.11*

You’re lucky if it ever notifies you. It crashes constantly. Sometimes you login and it’s just a white screen. You have to install and uninstall the app constantly to get it to work. If you move the app icon around on your screen, it won’t work. You need to install uninstall the app again.the idea sounds great, but the executions terrible.

## Frequently asked questions about Redtail Speak

### Does Redtail Speak have ads?

Yes, Redtail Speak contains advertisements. As a free application, it utilizes ads to support its ongoing development and services.

### What is the user rating for Redtail Speak?

Redtail Speak has an average rating of 2.2 stars based on 18 user reviews. This indicates a mixed reception from its user base.

### Is Redtail Speak available on Android devices?

Currently, Redtail Speak is available for iPhone and iPod devices. Support for Android devices has not been specified in the provided data.

### How often is Redtail Speak updated?

The latest version of Redtail Speak is 2026.3.17, last updated on March 18, 2026. This suggests a relatively frequent update cycle.

### What is the age rating for Redtail Speak?

Redtail Speak is rated 4+ by the app stores, making it suitable for users of all ages. This rating reflects its general content appropriateness.

### Can I use Redtail Speak offline?

The description focuses on real-time communication and collaboration, implying an active internet connection is required for full functionality. Offline capabilities are not explicitly mentioned.

### How does Redtail Speak handle client data privacy?

Redtail Speak emphasizes compliance and secure texting, with all conversations being searchable and automatically archived. This suggests a focus on data integrity and regulatory adherence for financial advisors.

### What are the benefits of integrating Redtail Speak with Redtail CRM?

Integration with Redtail CRM syncs contacts and makes chat history available within CRM contact records. This streamlines workflows for users subscribed to both services.

## Version history (last 5 releases)

### 2026.3.17 — 2026-03-18

Bug fixes and improvements

### 2025.9.25 — 2025-09-25

Bug fixes and improvements

### 2023.1.11 — 2023-01-12

Bug fixes and improvements

### 2022.9.12 — 2022-09-19

Bug fixes and improvements

### 2022.6.28 — 2022-07-06

Bug fixes and improvements

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## More apps by Redtail Technology, Inc.

- [Redtail CRM](https://appshunter.io/ios/app/redtail-crm/id1088069067)
- [Redtail Speak (old)](https://appshunter.io/ios/app/redtail-speak-old/id1335170156)

All apps by Redtail Technology, Inc.: https://appshunter.io/developer/347316603

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-04.*