Fiducio vs Redtail CRM

Fiducio plans

No prices published.

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 Fiducio if…

Fiducio suits RIAs and advisory teams that want client, prospect, planning, reporting, and portal functions together. Its free Financial Hub is aimed at individuals tracking assets, liabilities, net worth, goals, and a portfolio.

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.