AdvisorEngine CRM
7.3#4 in financial advisor softwareFrom $69 a monthAndroidiOSWebAPI
VisitAdvisorEngine CRM vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | AdvisorEngine CRM | Redtail CRM |
|---|---|---|
| Contact management | Client profiles can store relevant information, support tailored communications and provide built-in or customized reports. | Contacts can be segmented with customizable fields and tagged or categorized to make records easier to search and edit in groups. |
| Email and calendar sync | Microsoft Office 365 and Google integrations synchronize emails and calendars inside the CRM and associate messages with CRM records. | Growth customers can sync email history and calendars with external Microsoft-hosted email accounts through Suite Sync. |
| Founded | 2014 | 2003 |
| Headquarters | New York, NY and Raleigh, NC, United States | Omaha, Nebraska, United States |
| Integrations | The integrations directory lists vendors including Advent, Albridge, AWS, Black Diamond, Charles Schwab, Constant Contact, DocuSign, Envestnet, Fidelity, Laserfiche, Morningstar, Orion, Pershing, Riskalyze, SEI, Tamarac and VoicePro. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
| Rating on G2 | 4.3 out of 5 from 11 reviews | 4.3 out of 5 from 268 reviews |
| Rating on GetApp | 4.4 out of 5 from 24 reviews | 4.1 out of 5 from 85 reviews |
AdvisorEngine CRM plans
- AdvisorEngine CRM$69 a month
Redtail CRM plans
- Launch$39 a year
- Growth$59 a year
- Launch — annual billing$39 a month
- Launch — monthly billing$45 a month
- Growth — annual billing$59 a month
- Growth — monthly billing$65 a month
Pick AdvisorEngine CRM if…
It is aimed at financial advisors, RIAs, and wealth management firms that need client workflow and activity tracking. The listed minimum is three users.
Pick Redtail CRM if…
It suits advisers and teams looking for a CRM with pipeline visibility, email sync, and marketing automation. Larger teams and advisor networks can consider the customizable Enterprise plan.