Redtail + Orion + eMoney: The RIA Tech Stack That Actually Works
These three sit at the center of the most connected ecosystem in an RIA's stack — but 'they integrate' and 'they integrate well' are different claims. Here's what actually flows, what still needs a human, and how the rival ecosystem stacks up.
Redtail is the most connected CRM in an RIA's stack — 6 direct integrations, ahead of Wealthbox's 5
Integration counts based on the current vertical data map; pricing based on mid-tier plans for an 18-person RIA.
Google Workspace, your CRM, and QuickBooks Online are the three hubs almost everything else in an RIA's stack connects through.
The three hubs
Ask which tools in an RIA's stack "integrate" and the honest answer is: Google Workspace connects to almost everything (9 direct integrations across the map — the widest reach of any tool in the stack), your CRM is the second-widest hub, and QuickBooks Online anchors the finance cluster. Redtail specifically connects to Orion, eMoney, DocuSign, Snappy Kraken, Calendly, and Google Workspace — 6 direct integrations, one more than Wealthbox's 5 (Black Diamond, RightCapital, DocuSign, Calendly, Google Workspace). That's not a huge gap, but it's consistent with Redtail's position as the older, more broadly connected platform.
Direct connections per hub tool
What flows cleanly in the Redtail + Orion + eMoney stack
- Redtail's client household data syncs into Orion for portfolio reporting and billing, so reports reference the correct household rather than individual accounts.
- eMoney's planning data — retirement projections, cash-flow plans — pulls account balances from Orion, so planners aren't manually updating spreadsheets.
- Redtail tracks which clients have active eMoney plans, so advisors see planning engagement status alongside CRM activity without switching tools.
"They integrate" and "they integrate well" are different claims — expect real configuration work for multi-advisor permissions and client portal login management, even inside this well-connected ecosystem.
Where the friction actually shows up
- Multi-advisor firms need careful permission configuration across all three platforms — a junior advisor's Redtail permissions don't automatically restrict Orion reporting access to their assigned clients.
- eMoney's client-facing portal requires separate login credentials from Redtail's client portal, which confuses clients who expect a single login for everything.
- None of these three natively handles general-ledger accounting — you'll still want QuickBooks Online ($90/mo) to turn Orion's billing exports into clean financials.
How the rival ecosystem compares: Wealthbox + Black Diamond + RightCapital
The Wealthbox ecosystem trades one fewer connection point for a more design-forward interface across all three tools.
Ecosystem comparison
| Attribute | Redtail + Orion + eMoney | Wealthbox + Black Diamond + RightCapital |
|---|---|---|
| Combined monthly cost | $1,999 | $2,150 |
| CRM direct integrations | 6 | 5 |
| Client portal emphasis | Standard | Premium |
| Best fit | Firms prioritizing integration depth and lower cost | Firms prioritizing interface and client-facing polish |
Neither ecosystem is objectively better — they're built for a different priority. Firms that value having the most third-party tools plug in natively, at a lower combined cost, tend to land on Redtail + Orion + eMoney. Firms that are willing to pay $151/mo more for a more polished client-facing experience across CRM and portfolio reporting tend to land on Wealthbox + Black Diamond + RightCapital. What doesn't work, in either case, is picking pieces from both — that's how a firm ends up with a CRM and a portfolio platform that don't natively talk to each other at all.
Questions to ask before you assume two tools 'integrate'
- Does the integration move client and billing data, or is it just single sign-on?
- Is the connection listed on both vendors' side, or only one?
- If you switched CRM platforms tomorrow, which of your other tools would silently lose their sync?
- Who currently owns closing the gap when a sync doesn't happen — client service staff, ops, or nobody?
Good default doesn't mean zero configuration. The multi-advisor permission setup and the dual client-portal logins are the two places a growing RIA loses the most hours to integration friction nobody priced in up front.
Run the free audit to see the full stack we'd build for a financial advisory firm your size, with integration fit — not just tool popularity — already factored into the recommendation.