Redtail is a customer relationship system for American advisers, now part of Orion. Its pages talk about SEC and FINRA guidelines, broker-dealer approval and an archive of notes, email, texts and documents. Briefi is not a CRM of that kind. It captures the meeting, drafts what follows, and keeps the fee arrangement, the signed paperwork and the document requests on one household record. A US adviser who must supervise and archive every message should look at Redtail. A practice outside the US, or one that wants meetings and signatures kept with the client, should look at Briefi. Redtail’s pages do not say whether it is sold in Australia.
What each does today. Every line about Redtail links to the page it came from, and a row appears only where those pages gave us something to check.
| Briefi AdvisorPlans from A$49 a month | Redtail | |
|---|---|---|
| Records and workflow | ||
| Client workflows | Briefi AdvisorYesJourneys and reviews sit on the household record, with the next step shown against the client | RedtailYesIts AI release describes a Workflow Builder, one of five tools on the Growth plan3 |
| Archiving for supervision | Briefi AdvisorNot built for itBriefi keeps an audit log for owners and admins. It makes no claim to meet US SEC or FINRA record-keeping rules. | RedtailYesLists compliant note entry, automatic email capture, and text messaging that is archived, with the texting subject to broker-dealer approval2 |
| Document imaging | Briefi AdvisorRequests and uploadsA document request goes to the client, who answers by upload. The files stay against the household. | RedtailYesIts Growth tier adds imaging with audit trails and a stated storage allowance2 |
| Meetings and AI | ||
| Record and transcribe the meeting | Briefi AdvisorYesA bot joins Zoom, Teams and Google Meet from Pro, the browser records there too, and a standalone recorder covers a meeting in person | RedtailNot statedThe announcement of its five AI tools does not describe recording a meeting3 |
| Prep before a review | Briefi AdvisorYesA brief is written before you meet, from what Briefi already holds on the household | RedtailYesReview Prep is one of its five AI tools, on the Growth plan only3 |
| Follow-up after the meeting | Briefi AdvisorYesThe draft lives in Briefi and is sent from your own mailbox, with each action given an owner | RedtailVia its assistantIts assistant is described as able to log a note and create the follow-up on request3 |
| Signing and connections | ||
| Signing and client portal | Briefi AdvisorYesSigning is part of every Advisor plan; the client portal is too, switched on per workspace | RedtailNot statedThe pages we read do not mention signing or a client portal12 |
| Connections to other tools | Briefi AdvisorGrowingA meeting can be pushed to ten CRMs from Pro and on the Advisor plans, and more connections are rolling out progressively | RedtailYesStates a connection to more than a hundred tools and names Orion, Schwab and eMoney12 |
| Where data is held | Briefi AdvisorStored in SydneySome processing uses providers overseas. The Security page lists them. | RedtailNot statedThe pages we read do not name a hosting region12 |
Redtail is a system of record; Briefi is a record of the client work. Many practices would run one beside the other, and this page does not pretend they are the same thing.
An adviser prepares a yearly review for an existing household, holds the meeting, files what was said, follows up and collects a signed document. What we show for Redtail is limited to the wording of its pages, read on 16 October 2026.
Review Prep is one of five AI tools built into the CRM. It is part of the Growth plan, is not offered on Launch, and is subject to broker-dealer approval.3
A brief is written before you meet, drawn from what Briefi already holds on the household and what is still open.
The announcement of its AI tools does not describe recording or transcribing a meeting, and says the tools work with the data in the CRM and nothing else.3
Briefi joins by bot from Pro, records in the browser, or uses the standalone recorder in the room. The transcript stays with the meeting.
Notes are entered and archived through a compliant note feature with templates, and its assistant can log a note when asked.23
The recap lands on the client’s meeting with the actions listed. Reminders for the actions come with Pro and up.
Email to and from the client is captured and archived automatically, and the assistant can create the follow-up.23
The follow-up is drafted in Briefi for you to check, then sent from your own Gmail, Microsoft 365 or SMTP mailbox.
The document goes out for signature and comes back with its certificate page. The client can upload anything you asked for through a request.
Where the deciding point is archiving, scale or an existing tool list, Redtail is the likelier fit.
Redtail lists compliant note entry and archiving, automatic capture of client email, and texting that is fully archived and sits inside the CRM. Imaging adds audit trails. Briefi keeps an audit log but does not archive your email or texts for a US regulator.2
Its pricing page says it is trusted by more than one hundred thousand advisers, and the home page speaks to solo practices, enterprises and broker-dealers alike.21
Redtail says it connects with more than a hundred tools and names Orion, Schwab and eMoney. Briefi pushes a meeting to a CRM or lets another tool read through its API, and more connections are rolling out progressively.1
The Launch tier is priced per user for up to five users, the Growth tier has no user limit, and the home page offers a thirty-day trial with no card. The pricing page lists database conversions as complimentary.21
Redtail is strongest as the filing cabinet. Briefi is strongest at what happens in the room and straight after it.
The meeting is transcribed, a recap is written in the language it was held in, and the actions are kept in a register you can check against the transcript.
Each ongoing fee arrangement carries its reference day, and Briefi shows it as current, open, due or lapsed against an Australian consent window. This applies to Australian workspaces only.
The fee agreement goes out for a drawn or typed signature, and a certificate page records the time, device and location. The signed copy is filed to the client.
Collecting payment from your clients is not something Briefi does today. Recaps follow the meeting’s language, while the app and its built-in forms are English only.
How the whole record fits together is on the Advisor page.
A Briefi plan is priced per plan, not per user, and its seats, the size of your book and allowances are spelled out beside it on the pricing page. Redtail’s figures are as its pricing page shows them on the date given. That page names no currency, so none is stated here and nothing has been converted.
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
None of the Redtail pages we read says. Its language is American, with SEC and FINRA guidelines and a US sales number. We have not compared it as if it were sold here, and you should ask Redtail before you assume it is.
No. Briefi holds clients and their meetings, fee arrangements, documents and signatures, but it is built around the work done with a client rather than around archiving every message. Plenty of practices keep a CRM beside it. A meeting can be pushed to a CRM from Pro and on the Advisor plans, and more connections are rolling out progressively.
GoHighLevel, HubSpot, Monday, Pipedrive, Close, Copper, ActiveCampaign, Salesforce, Zoho CRM and Microsoft Dynamics 365. The public API, on Business and up and on the Advisor plans, also lets another tool read Briefi’s meetings and contacts.
Briefi makes no claim to. It keeps an audit log for owners and admins, but it is not built as a supervisory archive for US broker-dealers. If that duty applies to you, Redtail’s archiving is the more natural fit.
Yes. A bot joins from Pro, the browser records there too, and the standalone recorder handles a meeting in person. The recap is written in the language the meeting was held in.
The announcement says the five tools are part of the Growth plan and are not available to Launch users, and that they are subject to broker-dealer approval. The tools are Review Prep, Workflow Builder, Smart Search, an assistant and Contact Import, and Redtail says they use the data in its CRM and nothing else.
Yes. Leave the CRM as it is and run new meetings through Briefi alongside it. Contacts come from your calendar attendees or are added by hand, and Briefi has no contact import from a spreadsheet.
Last reviewed 16 October 2026. Facts about Redtail come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
6 sources cited, and 3 competitor pages read. Next review due 15 January 2027.
Seen something out of date? Write to support@briefi.sh and we will check it.
Briefi’s own pages