Investwell Mint
6.4#14 in financial advisor softwareFrom ₹25,000 a yearAndroidiOSWeb
VisitInvestwell Mint vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Investwell Mint | Redtail CRM |
|---|---|---|
| Founded | 2000 | 2003 |
| Headquarters | Gurugram, Haryana, India | Omaha, Nebraska, United States |
Investwell Mint plans
- Investwell Mint₹25,000 a year
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 Investwell Mint if…
Investwell Mint is intended for mutual fund distributors, IFAs, and national distributors who need portfolio reporting and business analytics. Its listed tools also cover client segmentation and reminders.
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.