Plutosoft
5.7#27 in financial advisor softwareWeb
VisitPlutosoft vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Plutosoft | Redtail CRM |
|---|---|---|
| Founded | Plutosoft says it was founded in 2014 by financial planner and software engineer Lindsay Holland. | 2003 |
| Headquarters | The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia. | Omaha, Nebraska, United States |
| Integrations | Listed platform data-feed partners include AUSIEX, BT, Colonial First State, HUB24, Macquarie, Netwealth, North and Praemium; integration partners include Annature, ClickSend, Morningstar and Office 365. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
Plutosoft plans
No prices published.
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 Plutosoft if…
Plutosoft suits financial planning practices seeking tools for advice preparation, compliance workflows and client access. Dealer groups may also find its Licensee Hub relevant for configuration, dashboards and file audits.
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.