Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitRedtail CRM vs Snap Projections
Snap Projections
6.3#19 in financial advisor softwareFrom $69 a monthWebAPI
VisitWhat both publish
| Fact | Redtail CRM | Snap Projections |
|---|---|---|
| Founded | 2003 | 2014 |
| Headquarters | Omaha, Nebraska, United States | Toronto, Ontario, Canada |
| Hosting | The CRM is described as web-based and cloud-based; the reviewed pages do not describe a self-hosted deployment option. | The terms state that the application is hosted on Amazon Web Services and that the company uses AWS security products including KMS, GuardDuty, and Inspector. |
| Integrations | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. | The support article says integrations can import or export client information and identifies OneBoss as a specific integration. |
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
Snap Projections plans
- Stress Testing add-on$15 a month
- Advisor Professional$69 a month
- Advisor Business$99 a month
- Advisor EnterprisePriced on request
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.
Pick Snap Projections if…
It is intended for licensed financial and insurance advisors, portfolio managers, planners, and accountants. It is not intended for consumer personal use.