FinStak
6.8#8 in financial advisor softwareFrom $60 a monthAndroidiOSWeb
VisitFinStak vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitFinStak plans
- Basic$60 a month
- Pro$80 a month
- Premier$100 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 FinStak if…
FinStak is intended for financial advisors, planners, registered investment advisory firms, broker-dealers, and wealth management practices. Its CRM and project features may suit firms managing leads, marketing, and client-related work in one platform.
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.