When assessing the two solutions, reviewers found Vymo Engage IQ easier to use, set up, and administer. However, reviewers felt that both vendors make it equally easy to do business overall.
Reviewers felt that Vymo Engage IQ meets the needs of their business better than Redtail Technology.
When comparing quality of ongoing product support, Redtail Technology and Vymo Engage IQ provide similar levels of assistance.
For feature updates and roadmaps, our reviewers preferred the direction of Vymo Engage IQ over Redtail Technology.
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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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