One Adviser vs Redtail CRM

One Adviser plans

• Client Service / Admin seatA$29 a month
• Paraplanner seatA$79 a month
• EssentialsA$99 a month
• Compliance Manager seatA$129 a month
• Adviser seatA$149 a month
• Principal / Practice Admin seatA$179 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 One Adviser if…

One Adviser is aimed at Australian financial advisers, planning firms and AFSL licensees needing advice production and compliance tools. It may also suit practices looking for a client portal and migration support from specified systems.

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.