Moving off Redtail
How to switch from Redtail to Marloo
Export your data from Redtail, import it into Marloo and check it before your team moves over. Here is what comes across, the order to do it in and what to check, so nothing gets left behind.
Free migration with our team on the Firm plan.
What Marloo imports
Your client records come across
Export a backup from Redtail and import it into Marloo. These records come across:
The import guide in our help center shows how to export from Redtail and bring the file into Marloo.
Read the Redtail import guide- Clients
- Households
- Contact details
- Tags
- Meetings
- Notes
- Tasks
The timeline
The move, step by step
Most of the work is checking, not retyping. You keep Redtail until you are happy with your records in Marloo.
Step 1: Book a demo
See Marloo with the US team and talk through your Redtail setup, the size of your book and which plan fits.
Step 2: Start your two-week trial
Try Pro or Firm with your team. Support staff seats are free.
Step 3: Export your data from Redtail
Export a backup from Redtail. The import guide in our help center shows what to export.
Step 4: Import it into Marloo
Upload the file in Settings yourself, or on the Firm plan our team migrates it for you, free. We email you when the import is complete.
Step 5: Check your records
Work through the checklist below on a handful of clients you know well before the whole team moves.
Step 6: Go live
Connect your calendar, email and custodian accounts, then run your next client meeting in Marloo.
How long each step takes depends on your firm and the size of your book. We talk through timing in the demo.
Do it yourself, or have us do it
Import it yourself
Upload your Redtail export in Settings and Marloo imports it. We email you when the import is complete.
Pro is US$149 per advisor per month. Support staff seats are free.
We migrate it for you, free
Send us your Redtail export. Our team imports it, checks it and confirms everything came through cleanly.
Firm is US$299 per advisor per month and includes free CRM migration.
Both plans come with a two-week free trial. See all plans
After the import
What to check before your team moves over
Pick a handful of clients you know well, including your largest households and your longest-standing clients, and check them against Redtail.
Client count
The number of clients in Marloo matches what you expect from Redtail.
Households
Family members sit in the right household, with the right relationships.
Contact details
Phone numbers, email addresses and mailing addresses are right on your sample clients.
Tags
The tags you use to segment your book came across, so your lists still work.
Notes and meeting history
Older notes and meetings are on the client record for your longest-standing clients.
Open tasks
Open tasks are there, with the right client, so nothing due next week is missed.
Tip: Redtail’s own exports, including custom export templates where you pick the fields, give you a spreadsheet to compare against.
What you connect, not import
The rest of the client file comes from the source
Some data is better connected to Marloo directly than copied from Redtail, so it stays up to date after the move.
Custodian holdings
Connect your custodian accounts through Morningstar ByAllAccounts, with 120+ custodians. Holdings sync daily into each client record. Transactions don’t sync yet.
Connect Gmail or Outlook, and client email conversations come into Marloo.
Calendar and meetings
Connect Google Calendar or Outlook Calendar. Marloo finds your client meetings on Zoom, Teams and Google Meet and writes the notes to the client record.
Client files
Link a client’s Google Drive, OneDrive or SharePoint folder and its files become searchable in Marloo. Access is read only.
White Coat Financial moved its whole practice to Marloo from its old CRM.
“My team woke up the next day and we were no longer using our old software.”
Still comparing?
This page is about the move itself. For how the products compare, start here.
- Marloo vs Redtail
Feature by feature, for advisors weighing a move off Redtail.
- Redtail vs Wealthbox vs Marloo
Price per user, trials, workflows and AI across three CRMs.
Questions about switching from Redtail
Can Marloo import my data from Redtail?
Yes. Export a backup from Redtail and import it into Marloo. Clients, households, contact details, tags, meetings, notes and tasks come across.
Does Marloo sync with Redtail?
No. Marloo imports your Redtail data rather than syncing with it. After the import, Marloo holds your client records, households, tasks and calendar.
Is migration from Redtail free?
On the Firm plan, yes. Firm includes free CRM migration, with our team checking the import. On every plan you can import your Redtail export yourself.
How long does the move take?
Account setup takes minutes, and we email you as soon as your CRM import is complete. The rest depends on how many records you check before your team moves over.
Should we keep Redtail running during the move?
Keep it until you have checked your records in Marloo. Keep a copy of your Redtail export in line with your firm’s record-keeping policy.
What does Marloo cost?
Pro is US$149 and Firm is US$299 per advisor per month, and support staff seats are free. Both come with a two-week free trial.
Plan your move off Redtail
Book a 30-minute demo with the US team. We walk through your Redtail setup and show you Marloo on a realistic client book.
