Meridian Planning vs Redtail CRM

Meridian Planning plans

• Founding Member rate$49 a month
• Solo Advisor$79 a month
• Small Practice$149 a month
• Enterprise$299 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 Meridian Planning if…

You want what its maker publishes above — check its page for the details.

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.