intelliflo office
5.3#31 in financial advisor softwareWebAPI
Visitintelliflo office vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | intelliflo office | Redtail CRM |
|---|---|---|
| Headquarters | London, UK | Omaha, Nebraska, United States |
| Integrations | The intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
intelliflo office plans
- intelliflo officePriced on request
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 intelliflo office if…
intelliflo office is aimed at financial advisers seeking software to manage client engagement and advice work across multiple stages. Its features span small practices through large institutional customers, according to the product description.
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.