Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitRedtail CRM vs Voyant
What both publish
| Fact | Redtail CRM | Voyant |
|---|---|---|
| Free trial | Yes | Voyant provides instructions for registering for a free trial, but the page does not state its duration. |
| Headquarters | Omaha, Nebraska, United States | Austin, Texas, USA |
| Integrations | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. | Voyant says its API integrations and data aggregations support workflows from prospecting through advanced planning and reporting, and that it can integrate with any solution subject to demand, partner cooperation, and technical fit. |
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
Voyant plans
- Vault$3 a month
- AdviserGo — Auxiliary Users$50 a month
- White Labeling — service charge$60 a month
- ClientGo — additional bundles$75 a month
- ClientGo — 1st bundle$100 a month
- AdviserGo — Advisers$150 a month
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 Voyant if…
Voyant suits financial advisers and firms managing complex client plans across tax, investments, insurance, goals, and wealth transfer. ClientGo and Vault also suit practices that need controlled client collaboration and document sharing.