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- Financial Services CRM Software
- Redtail Technology
- Wealthbox CRM
- Redtail Technology-vs-Wealthbox CRM
Compare Redtail Technology and Wealthbox CRM 
At a Glance
Market Segments
Small-Business (90.1% of reviews)
Small-Business (94.2% of reviews)
Entry-Level Pricing
$39.00 1 User Per Month
$59.00 Per Month
Redtail Technology
Star Rating
(184)4.3 out of 5
Market Segments
Small-Business (90.1% of reviews)
Entry-Level Pricing
$39.00 1 User Per Month
Free Trial is available
Browse all 3 pricing plansWealthbox CRM
Star Rating
(104)4.5 out of 5
Market Segments
Small-Business (94.2% of reviews)
Entry-Level Pricing
$59.00 Per Month
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- 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.
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Pricing
Entry-Level Pricing
Redtail Technology
Launch Plan
$39.00
1 User Per Month
Basic CRM including:
- Contact Management
- Document Storage
- Contact and Account-Level User Defined Fields
Wealthbox CRM
Basic
$59.00
Per Month
Price is per user / month when billed annually
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Free Trial
Redtail Technology
Free Trial is available
Wealthbox CRM
Free Trial is available
Ratings
Meets Requirements
8.6
159
9.1
79
Ease of Use
8.7
160
9.3
79
Ease of Setup
8.5
78
8.8
25
Ease of Admin
8.8
54
9.5
18
Quality of Support
8.8
150
8.9
77
Has the product been a good partner in doing business?
9.0
56
9.4
18
Product Direction (% positive)
8.5
158
8.8
68
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
Agentic AI - SMS Marketing
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
9.0
8
Not enough data
9.2
8
Not enough data
7.3
8
Not enough data
Usability
7.3
8
Not enough data
8.5
8
Not enough data
6.4
7
Not enough data
Reliability
8.1
8
Not enough data
8.1
8
Not enough data
9.6
8
Not enough data
Agentic AI - Email Backup
Not enough data
Not enough data
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
7.2
82
7.9
50
Platform Additional Functionality
7.5
70
8.3
47
8.6
90
8.8
59
7.9
72
8.7
50
7.6
78
8.5
53
6.6
59
7.7
38
Platform Reporting and Analytics
8.2
70
7.4
51
6.8
56
6.3
32
Customer Support
8.2
72
8.4
48
7.9
75
8.3
47
8.1
79
8.4
50
7.9
71
8.2
35
Marketing Automation
7.1
60
7.1
30
7.5
69
7.8
43
6.6
61
6.6
30
Sales Force Automation
6.9
64
7.9
50
8.1
72
9.0
52
6.0
54
6.7
23
5.8
54
6.8
21
6.7
56
7.7
25
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Redtail Technology and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
Wealthbox CRM has no unique categories
Reviews
Reviewers' Company Size
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Wealthbox CRM
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
84.5%
Investment Management
6.1%
Insurance
2.8%
Marketing and Advertising
1.7%
Accounting
1.7%
Other
3.3%
Financial Services
95.2%
Investment Management
3.8%
Insurance
1.0%
‐
‐
Other
0.0%
Most Helpful Reviews
Redtail Technology
Most Helpful Favorable Review
Verified User in Financial Services
Redtail is very user friendly and has a lot of the things I need to easily record work items, emails, calendar, etc.
Most Helpful Critical Review
Verified User in Financial Services
It is very easy to train people how to use it because it is very basic. Doesn't really integrate with other technology that isn't commonly used in the Financial Industry. IE almost all current automating software.
Wealthbox CRM
Most Helpful Favorable Review
Verified User in Financial Services
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...
Most Helpful Critical Review
Verified User in Financial Services
No live customer support. Help articles are limited. Very difficult to share contacts with another user. When you add an event to Outlook, It's very difficult to change the event in WB. No system. Syncing the calendar was a three-day process.
Verified User in Financial Services
Redtail is very user friendly and has a lot of the things I need to easily record work items, emails, calendar, etc.
Verified User in Financial Services
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...
Verified User in Financial Services
It is very easy to train people how to use it because it is very basic. Doesn't really integrate with other technology that isn't commonly used in the Financial Industry. IE almost all current automating software.
Verified User in Financial Services
No live customer support. Help articles are limited. Very difficult to share contacts with another user. When you add an event to Outlook, It's very difficult to change the event in WB. No system. Syncing the calendar was a three-day process.
Discussions
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
What does wealthbox do?
4 comments
AH
It's a CRM designed especially for client-facing professionals in the insurance and investment industry.Read more
Does Calendly integrate with Wealthbox?
1 comment
JH
No Calendly does not integrate with Wealthbox. But there is an easy workaround. First, integrate Wealthbox with Google Calendar two-way sync. Then...Read more
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