MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitMoneyGuide vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | MoneyGuide | Redtail CRM |
|---|---|---|
| Founded | 2000 | 2003 |
| Headquarters | Powhatan, Virginia, United States | Omaha, Nebraska, United States |
| Hosting | MoneyGuide is delivered as a web service with customer data on MoneyGuide-owned and managed servers; self-hosting is not offered. | The CRM is described as web-based and cloud-based; the reviewed pages do not describe a self-hosted deployment option. |
| Integrations | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
| Public API | Envestnet APIs expose MoneyGuide goal summaries, expense timelines and success-meter data for enabled firms. | Redtail describes its API as REST-based and says it has over 100 endpoints for CRM data including contacts, calendar, opportunities, and workflows. |
| Rating on Apple App Store | Envestnet Client View is rated 3.5 out of 5 from 13 ratings. | 4.6 out of 5 from 693 ratings |
| Rating on Capterra | 5.0 out of 5 from 2 reviews. | 4.1 out of 5 from 85 reviews |
| Rating on G2 | 4.0 out of 5 from 23 reviews. | 4.3 out of 5 from 268 reviews |
MoneyGuide plans
- MyBlocks Individual$125
- Client Portal with Yodlee$400 a year
- Yodlee Client Portal add-on$400 a year
- MX add-on$400 a year
- Client Portal with MX$400 a year
- Dash$500 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 MoneyGuide if…
It suits financial advisors who need to create goal-based plans and collaborate with clients online. Its retirement, tax, insurance, and scenario tools may also fit advisors with varied planning needs.
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.