When assessing the two solutions, reviewers found People.ai easier to use and do business with overall. However, reviewers preferred the ease of set up with Redtail Technology, along with administration.
Reviewers felt that People.ai meets the needs of their business better than Redtail Technology.
When comparing quality of ongoing product support, reviewers felt that People.ai is the preferred option.
For feature updates and roadmaps, our reviewers preferred the direction of Redtail Technology over People.ai.
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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
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
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