- Home
- ...
- Financial Services CRM Software
- Redtail Technology
- Wealthbox CRM
- Redtail Technology-vs-Wealthbox CRM
Compare Redtail Technology and Wealthbox CRM 
- Users report that Redtail Technology excels in its Ease of Use with a score of 8.6, while Wealthbox CRM outshines with a score of 9.3, indicating that users find Wealthbox more intuitive and user-friendly overall.
- Reviewers mention that Redtail Technology offers a solid Quality of Support with a score of 8.8, but Wealthbox CRM matches this score, leading to a tie in this critical area where both products provide reliable customer assistance.
- G2 users highlight that Redtail Technology's Automation features score 7.5, which is lower than Wealthbox CRM's 7.9, suggesting that Wealthbox provides slightly better automation capabilities for managing tasks and workflows.
- Users on G2 report that Redtail Technology has a more robust Reporting feature with a score of 8.4 compared to Wealthbox CRM's 7.3, indicating that users may find Redtail's reporting tools more comprehensive and useful for their needs.
- Reviewers mention that Wealthbox CRM shines in Task Management with a score of 9.0, while Redtail Technology scores 8.8, suggesting that users may find Wealthbox's task management features more effective for organizing and prioritizing their work.
- Users say that Redtail Technology's Pre-Built Connectors score 8.0, which is slightly lower than Wealthbox CRM's 8.2, indicating that Wealthbox may offer a better range of integrations with other software tools, enhancing its overall functionality.
- Contact Management
- Document Storage
- Contact and Account-Level User Defined Fields
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Redtail is the center of our office. We use it for everything we do. I can't imagine how our office would function without it. I like how it updates in real-time and can be accessed from anywhere, including a mobile device. I like that it integrates with...
The interface is lacking appeal, it logs out the user which is inconvenient on iPhones it said to work better but on Androids this is not the case.
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
You have to pay for phone and SMS separately. Onboarding was challenging. --There is no way to upload a CSV to update contact info yourself. Only the onboarding department can do that. You can only import new contacts yourself that way. Support is...
Redtail is the center of our office. We use it for everything we do. I can't imagine how our office would function without it. I like how it updates in real-time and can be accessed from anywhere, including a mobile device. I like that it integrates with...
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
The interface is lacking appeal, it logs out the user which is inconvenient on iPhones it said to work better but on Androids this is not the case.
You have to pay for phone and SMS separately. Onboarding was challenging. --There is no way to upload a CSV to update contact info yourself. Only the onboarding department can do that. You can only import new contacts yourself that way. Support is...
