Compare Practifi and Redtail Technology 
At a Glance
Market Segments
Small-Business (72.3% of reviews)
Small-Business (89.0% of reviews)
Entry-Level Pricing
$120.00 Per Month
$39.00 1 User Per Month
Practifi
Star Rating
(66)4.3 out of 5
Market Segments
Small-Business (72.3% of reviews)
Entry-Level Pricing
$120.00 Per Month
Browse all 2 pricing plansRedtail Technology
Star Rating
(157)4.3 out of 5
Market Segments
Small-Business (89.0% 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 Redtail Technology excels in ease of setup with a score of 8.5, while Practifi struggles with a lower score of 6.5, making Redtail a more user-friendly option for new users.
- Reviewers mention that Redtail's quality of support is rated at 8.8, which is higher than Practifi's 8.2, indicating that users may find more reliable assistance when using Redtail Technology.
- G2 users highlight that Redtail Technology offers better automation features with a score of 7.5 compared to Practifi's 7.8, suggesting that Practifi may have more advanced automation capabilities that could benefit users looking for efficiency.
- Users on G2 report that Redtail's dashboard functionality is rated at 8.3, while Practifi's is slightly higher at 8.5, indicating that both platforms provide good dashboard experiences, but Practifi may have a slight edge in this area.
- Reviewers say that Redtail Technology shines in customer support with a case management score of 8.4, compared to Practifi's 8.1, suggesting that users may have a better experience managing support cases with Redtail.
- Users report that Practifi's marketing automation features, particularly in campaign management, are rated lower at 6.0 compared to Redtail's 8.1, indicating that Redtail may be a better choice for users focused on effective marketing strategies.
Featured Products
Sponsored
TaskSuite
(3)
Financial Services CRM
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Netcapz
(0)
Financial Services CRM
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Pricing
Entry-Level Pricing
Practifi
Additional User Subscription
$120.00
Per Month
Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
- Free upgrades
- Knowledgebase Access
- Technical configuration & ongoing training
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
Practifi
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
8.6
56
8.5
132
Ease of Use
8.1
57
8.6
133
Ease of Setup
6.5
45
8.5
56
Ease of Admin
7.1
43
8.7
49
Quality of Support
8.2
54
8.9
124
Has the product been a good partner in doing business?
8.4
43
9.0
50
Product Direction (% positive)
8.8
56
8.8
131
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
8.6
6
Not enough data
8.9
6
Not enough data
6.4
6
Usability
Not enough data
6.7
6
Not enough data
8.1
6
Not enough data
5.7
5
Reliability
Not enough data
7.8
6
Not enough data
7.5
6
Not enough data
9.4
6
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
7.8
49
7.3
58
Platform Additional Functionality
7.3
46
7.2
46
8.5
51
8.6
66
8.8
46
7.9
49
6.9
43
7.9
55
7.0
43
6.3
37
Platform Reporting and Analytics
7.8
50
8.4
47
5.9
41
6.6
34
Customer Support
8.1
42
8.5
49
7.8
44
8.0
52
7.0
47
8.2
56
7.1
41
8.2
48
Marketing Automation
6.0
32
7.3
38
6.8
38
7.7
46
5.9
36
6.8
38
Sales Force Automation
7.7
44
6.9
42
8.7
50
8.6
50
6.1
34
5.8
32
5.3
30
5.7
32
5.7
30
6.8
34
Categories
Categories
Shared Categories
Practifi and Redtail Technology are categorized as Financial Services CRM
Unique Categories
Practifi has no unique categories
Reviews
Reviewers' Company Size
Practifi
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
87.7%
Investment Management
9.2%
Insurance
1.5%
Information Technology and Services
1.5%
‐
Other
0.0%
Financial Services
83.1%
Investment Management
6.5%
Insurance
2.6%
Marketing and Advertising
1.9%
Accounting
1.9%
Other
3.9%
Most Helpful Reviews
Practifi
Most Helpful Favorable Review
Craig B.
Verified User in Investment Management
Integration with Addepar, and it was built for my investment management business
Most Helpful Critical Review
Chris K.
Verified User in Financial Services
Their onboarding process is the worst I have experienced. After four months of calls, lack of follow-up, poor communication, team changes, almost nothing had been accomplished. I complained repeatedly about the lack of progress and was mostly just given...
Redtail Technology
Most Helpful Favorable Review
Verified User in Financial Services
Appointment scheduling Calendar functions Email
Most Helpful Critical Review
Verified User in Financial Services
The technology was a little behind for a long time. It also had a lot of technical issues.
Craig B.
Verified User in Investment Management
Integration with Addepar, and it was built for my investment management business
Verified User in Financial Services
Appointment scheduling Calendar functions Email
Chris K.
Verified User in Financial Services
Their onboarding process is the worst I have experienced. After four months of calls, lack of follow-up, poor communication, team changes, almost nothing had been accomplished. I complained repeatedly about the lack of progress and was mostly just given...
Verified User in Financial Services
The technology was a little behind for a long time. It also had a lot of technical issues.
Discussions
Is Practifi owned by Salesforce?
1 comment
Official Response from Practifi
No, Practifi is a private and independently owned entity. Our product leverages the power and capabilities of the Salesforce platform so we view them as a...Read more
How much does Practifi cost?
1 comment
Official Response from Practifi
US product pricing is $1,200 per org per month which includes 10 standard Practifi licenses and everything you need to get started with Practifi. Additional...Read more
What does Practifi do?
1 comment
Official Response from Practifi
Practifi is a performance optimization platform that helps wealth management firms turn data into insight, action and excellence at scale.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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