AdvisorEngine CRM vs Redtail CRM
AdvisorEngine CRM
advisorengine.comRedtail CRM
redtailtechnology.comSide by side
| Figure | AdvisorEngine CRM | Redtail CRM |
|---|---|---|
| Price from | $5.75/mo | $3.25/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 8 |
| Spec score · Financial Advisor Software | 8.9 (#1) | 8.5 (#5) |
| Spec score · Financial Services CRM Software | 8.9 (#4) | 8.6 (#6) |
| Contact management | Client profiles can store relevant information, support tailored communications and provide built-in or customized reports. | Contacts can be segmented with customizable fields and tagged or categorized to make records easier to search and edit in groups. |
| Email and calendar sync | Microsoft Office 365 and Google integrations synchronize emails and calendars inside the CRM and associate messages with CRM records. | Growth customers can sync email history and calendars with external Microsoft-hosted email accounts through Suite Sync. |
| Founded | 2014 | 2003 |
| Headquarters | New York, NY and Raleigh, NC, United States | Omaha, Nebraska, United States |
| Integrations | The integrations directory lists vendors including Advent, Albridge, AWS, Black Diamond, Charles Schwab, Constant Contact, DocuSign, Envestnet, Fidelity, Laserfiche, Morningstar, Orion, Pershing, Riskalyze, SEI, Tamarac and VoicePro. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
| Rating on G2 | 4.3 out of 5 from 11 reviews | 4.3 out of 5 from 268 reviews |
| Rating on GetApp | 4.4 out of 5 from 24 reviews | 4.1 out of 5 from 85 reviews |
| Workflow automation | The practice-management module uses a workflow engine to automate tasks and digitize service processes. | Configurable workflows can generate and track activities based on trigger events. |
Plans
AdvisorEngine CRM
- AdvisorEngine CRM$69 a year
- AdvisorEngine CRM$69 a month
Redtail CRM
- Launch$39 a year
- Growth$59 a year
- EnterprisePrice not published
- Launch — annual billing$39 a month
- Launch — monthly billing$45 a month
- Growth — annual billing$59 a month
- Growth — monthly billing$65 a month
- EnterprisePriced on request
In their own words
AdvisorEngine CRM
AdvisorEngine CRM is a cloud-based customer relationship management system for wealth management firms, including financial advisors and RIAs. It tracks workflow progress across clients and records activity, with tools for contact and practice management, growth, and dashboards. Records can store files and documents without limits on file types, folders, or storage space. Mobile access supports viewing alerts and records and taking actions from a device. Listed integrations include Charles Schwab, Fidelity, Orion, Office 365, DocuSign, and Constant Contact. AdvisorEngine describes session traffic as SSL-encrypted and its hosting facilities as audited and certified at the SSAE 16 Type II SOC 1 level. It says the CRM averages 24 new releases a year and offers migration and onboarding assistance, training, client support, and relationship management. The plan is $69 per user per month, billed annually, with a three-user minimum. It includes all features, priority support, and unlimited document storage. Prospective customers can request recorded or personalized demos through the sales team.
Redtail CRM
Redtail CRM is a customer relationship management product available on the web, iOS, and Android. Listed capabilities include a visual sales pipeline, email sync, AI features, marketing automation, and a mobile app. Launch costs $39 a year per user, billed yearly, and allows a maximum of 5 users. Growth costs $59 a year per user, billed yearly, with unlimited users. Redtail CRM has no free plan, though a 30-day free trial is available. The maker was founded in 2003 and is headquartered in Omaha, Nebraska, United States. Its web and mobile availability allows teams to access the product across the listed platforms. The plan structure distinguishes a small-team option with a user cap from a tier without a user limit, alongside a customizable Enterprise offering for larger organizations.