Our client is a highly successful Registered Investment Advisor (RIA) with a focus on comprehensive financial planning and boutique client service. As an independent firm, they built their reputation on strong client relationships and deep, tailored financial strategies. Due to several recent acquisitions and sustained organic growth, their client base, assets under management (AUM), and administrative complexity had tripled in five years.
The RIA was operating on RedTail CRM, a system that was adequate for their initial size but was now proving to be a bottleneck for their expansion. The core issues centered on:
Fragmentation of Data: Key relationship data was stored across RedTail, multiple proprietary custodian portals, and scattered Excel spreadsheets, creating an incomplete view of the client.
Lack of Scalable Automation: Simple processes like quarterly review preparation, client task follow-ups, and compliance logging were still heavily reliant on manual processes, taxing the Operations team.
Compliance Complexity: Integrating the compliance requirements of their newly acquired offices into the basic RedTail structure was becoming a manual, high-risk audit nightmare.
They chose to migrate to Salesforce Financial Services Cloud (FSC) to establish a unified, automated, and future-proof platform. They partnered with our firm to execute this critical business transformation.
Leading firms are transitioning to more robust and scalable solutions.
While RedTail has served many advisors, expanding firms often encounter its limitations:
Salesforce FSC offers compelling advantages that directly address RedTail's gaps:
Our structured methodology minimizes disruption and maximizes the value of your transition:
We anticipate and solve the most common Redtail to Salesforce migration challenges:
A successful Redtail to Salesforce migration requires meticulous planning for integrations with portfolio management systems, email, and document management.
Our proven methodology includes a dedicated integration-planning phase to map data flows and API connections, ensuring a connected ecosystem and maximizing the ROI of your Salesforce implementation.
Your Redtail to Salesforce migration delivers significant, measurable business outcomes:
High-level deliverables and technical approach for migrating from RedTail CRM to Salesforce Financial Services Cloud (FSC) as the single source of truth.
| RedTail Field | Salesforce FSC Object | Notes |
|---|---|---|
| Contact Notes | Person Account + Activity | Parsed RedTail notes into distinct Salesforce Activities. |
| Workflows | Action Plans / Flow | Rebuilt RedTail workflow templates as scalable Salesforce Flows. |
| UDFs (User Defined) | Custom Fields | Mapped RedTail's User Defined Fields to new custom fields. |
| Account Holdings | Financial Accounts | Linked via External ID to custodian data feed. |
A predictable 4-phase approach designed for Salesforce success: Discover → Design → Build → Scale. Each phase includes workshops, demos, checkpoints, and a dedicated delivery manager.
Workshops, requirement mapping, Salesforce audit.
Data model, security setup, user experience optimization.
Apex, LWC, custom automation & seamless integrations.
Performance monitoring, optimization, and future roadmap.
As a trusted Redtail CRM to Salesforce migration partner, Techlooker helps financial advisors and wealth management firms securely migrate from Redtail CRM to Salesforce CRM. Our migration services deliver accurate data transfer, preserved history, and a tailored Salesforce configuration so your team can continue serving clients without interruption. Explore our FAQs to learn how Techlooker makes Redtail-to-Salesforce migrations smooth, secure, and scalable.
Get a Free ConsultationRedtail-to-Salesforce migration is the process of securely exporting your Redtail CRM data — including contacts, accounts, activities, notes, documents, and custom fields — and importing it into a Salesforce environment that's configured for financial services workflows. We map Redtail structures to Salesforce objects and validate the data to ensure a complete and auditable transfer.
Salesforce offers a far more powerful and extensible platform for scaling advisory practices: advanced automation, richer reporting, enterprise-grade security, native AppExchange integrations, and customization that supports complex wealth-management processes. Migrating unlocks these capabilities while centralizing client data for better client service and growth.
Typical migrations include contacts (households & individuals), accounts, relationships, notes and history, calendar events and tasks, email logs, documents and attachments, templates, custom fields, and user metadata. We also migrate associated tags, relations, and activity histories so context and compliance trails remain intact.
We perform a discovery to capture your Redtail schema and business rules, then design a detailed field-mapping document that maps Redtail entities and custom fields to Salesforce standard/custom objects. Mapping includes data types, picklist harmonization, relationship links (households to contacts), and logic for transforming legacy values to fit Salesforce best practices.
Data loss is avoidable with careful planning. We use multi-stage validation: pre-migration sampling, a controlled migration run, reconciliation reports, and a final verification pass. Any exceptions are logged and reviewed with your team. Our goal is zero data loss and full auditability of every record migrated.
Security is paramount. We use encrypted data transfers, role-based access, and secure temporary storage when needed. Our processes follow industry standards and can be aligned with regulatory requirements relevant to financial services (including data residency, encryption-at-rest/in-transit, and audit logging).
Yes — we migrate chronological notes, activity history, completed tasks, and supported email logs. Where Redtail stores documents or emails as attachments, we preserve file metadata and link files to the correct Salesforce records so historical context remains accessible to advisors.
We assess existing Redtail integrations (custodians, portfolio tools, email syncs, and other third-party connectors) and create a plan to re-establish equivalent integrations in Salesforce — either via native connectors, AppExchange packages, or custom API integrations — to preserve workflows and automation.
Duration varies with data complexity and customizations. Small firms with straightforward datasets can often complete migration in a few weeks; enterprise migrations with complex mappings, integrations, and extensive historical data may take several months. We provide a detailed timeline after the discovery phase and run parallel validation to accelerate cutover.
Getting started is simple: book a free consultation via our contact page, share your Redtail instance details, and we’ll conduct a migration readiness assessment. From that assessment we’ll deliver a migration roadmap with a field-mapping plan, timeline, test migration and cutover strategy tailored to your firm.
Copyright © 2025 All Rights Reserved.
