Fin365
6.0#23 in financial advisor softwareWeb
VisitFin365 vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Fin365 | Redtail CRM |
|---|---|---|
| Headquarters | Warana, Queensland, Australia | Omaha, Nebraska, United States |
| Integrations | The integrations page lists Microsoft Office 365, Teams, SharePoint, Moneysoft, Hub24, Netwealth, Xero, Voyant and Iress Xplan, among others. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
Fin365 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 Fin365 if…
Fin365 suits financial services firms seeking client, workflow, and business management tools across financial planning, insurance, mortgage broking, or accounting. Firms should consider its Microsoft platform dependencies and subscription terms.
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.