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- AdvisorEngine CRM-vs-Redtail Technology
Compare AdvisorEngine CRM and Redtail Technology 
At a Glance
Market Segments
Small-Business (92.3% of reviews)
Small-Business (88.4% of reviews)
Entry-Level Pricing
$65.00 Per Month
$39.00 1 User Per Month
AdvisorEngine CRM
Star Rating
(26)4.0 out of 5
Market Segments
Small-Business (92.3% of reviews)
Entry-Level Pricing
$65.00 Per Month
Learn more about AdvisorEngine CRMRedtail Technology
Star Rating
(156)4.3 out of 5
Market Segments
Small-Business (88.4% of reviews)
Entry-Level Pricing
$39.00 1 User Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that AdvisorEngine CRM excels in its Pre-Built Connectors with a score of 9.3, allowing for seamless integration with various platforms, while Redtail Technology's score of 8.0 indicates fewer options for integration, which may limit flexibility for users.
- Reviewers mention that the Cloud functionality of AdvisorEngine CRM is rated at 9.8, providing robust cloud capabilities that enhance accessibility and data management, whereas Redtail Technology's score of 8.3 suggests it may not offer the same level of cloud efficiency.
- G2 users highlight the superior Knowledge Base of AdvisorEngine CRM, scoring 9.7, which is praised for its comprehensive resources and ease of access, compared to Redtail Technology's score of 8.6, indicating a less extensive support resource.
- Users on G2 report that AdvisorEngine CRM's Automation features score 8.1, which some find helpful for streamlining tasks, while Redtail Technology's lower score of 7.5 suggests that its automation capabilities may not be as effective or user-friendly.
- Reviewers say that the Task Management feature in AdvisorEngine CRM, with a score of 9.0, is highly regarded for its intuitive interface and efficiency, while Redtail Technology's score of 8.8 indicates it may not provide the same level of user satisfaction in managing tasks.
- Users report that the Customer Support Portal of AdvisorEngine CRM, rated at 9.3, is frequently mentioned as a strong point for quick resolutions, whereas Redtail Technology's score of 8.4 suggests that users may experience longer wait times or less effective support.
Featured Products
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SMS Marketing
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Pricing
Entry-Level Pricing
AdvisorEngine CRM
AdvisorEngine CRM
$65.00
Per Month
Price is per user / month. Billed Annually.
✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating
- Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost
- Capture important client demographic and financial information in one place
- Manage workflow to ensure tasks are communicated and completed
Redtail Technology
Launch Plan
$39.00
1 User Per Month
Basic CRM including:
- Contact Management
- Document Storage
- Contact and Account-Level User Defined Fields
Free Trial
AdvisorEngine CRM
Free Trial is available
Redtail Technology
Free Trial is available
Ratings
Meets Requirements
8.5
19
8.5
125
Ease of Use
7.7
21
8.6
126
Ease of Setup
8.1
8
8.6
52
Ease of Admin
7.7
8
8.7
49
Quality of Support
8.7
19
8.9
118
Has the product been a good partner in doing business?
9.4
8
9.0
50
Product Direction (% positive)
8.8
20
8.8
124
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Usability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reliability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
8.1
7
7.3
52
Platform Additional Functionality
9.3
5
7.3
40
9.0
7
8.6
60
9.8
7
8.0
44
8.7
5
7.8
50
Not enough data
6.6
33
Platform Reporting and Analytics
Not enough data
8.4
43
Not enough data
6.7
30
Customer Support
8.6
6
8.4
44
9.3
5
8.0
47
9.7
5
8.2
51
Not enough data
8.2
43
Marketing Automation
Not enough data
7.4
34
9.7
5
7.8
41
Not enough data
6.8
34
Sales Force Automation
Not enough data
7.2
38
9.0
5
8.5
46
Not enough data
6.1
28
Not enough data
6.1
28
Not enough data
7.1
30
Categories
Categories
Shared Categories
AdvisorEngine CRM and Redtail Technology are categorized as Financial Services CRM
Unique Categories
AdvisorEngine CRM has no unique categories
Reviews
Reviewers' Company Size
AdvisorEngine CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
69.2%
Investment Management
19.2%
Accounting
7.7%
Computer Software
3.8%
‐
Other
0.0%
Financial Services
82.3%
Investment Management
6.8%
Insurance
2.7%
Marketing and Advertising
2.0%
Accounting
2.0%
Other
4.1%
Most Helpful Reviews
AdvisorEngine CRM
Most Helpful Favorable Review
Verified User in Computer Software
It creates an easy way to manage workflow within the firm. One thing to keep in mind is that in order for Junxure to be effective as a database, there needs to be a lot of procedures and training. Otherwise, people will easily misuse the software and data...
Most Helpful Critical Review
Jonathan M.
Verified User in Investment Management
Lack of integration with our broker dealer. Wasn't beneficial on the insurance side either.
Redtail Technology
Most Helpful Favorable Review
Verified User in Financial Services
Strong organizational tool, provides easy to use management of professional contacts.
Most Helpful Critical Review
Verified User in Accounting
The functionality is not as broad as salesforce. I would rather use that product if I had to choose between the two
Verified User in Computer Software
It creates an easy way to manage workflow within the firm. One thing to keep in mind is that in order for Junxure to be effective as a database, there needs to be a lot of procedures and training. Otherwise, people will easily misuse the software and data...
Verified User in Financial Services
Strong organizational tool, provides easy to use management of professional contacts.
Jonathan M.
Verified User in Investment Management
Lack of integration with our broker dealer. Wasn't beneficial on the insurance side either.
Verified User in Accounting
The functionality is not as broad as salesforce. I would rather use that product if I had to choose between the two
Discussions
Does Junxure Cloud integrate with email programs?
1 comment
Official Response from AdvisorEngine CRM
Send emails from Junxure Cloud to addresses in your database through a PC browser and either Google (Gmail) or Microsoft Exchange. Outgoing emails only are...Read more
What is junxure cloud?
1 comment
CP
Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them.Read more
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
Redtail Technology has no more discussions with answers
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