I've been a user of Redtail for something like 3 y...

I've been a user of Redtail for something like 3 years. There is a lot of functionality but it is a little clunky. Recently I transitioned from a broker/dealer to an RIA and it was a comedy of errors, nobody knew what they were doing, no process they could articulate or what stage in the transition my database was in. Signed up for my "new" subscription and the rep that signed me up forgot to mention there are additional steps to make e-mail archiving work. They need to spend a lot more money on training their front line. I'm very frustrated with the whole experience.