Advisors Assistant vs. Redtail CRM
Advisors Assistant vs. Redtail CRM
Product | Rating | Most Used By | Product Summary | Starting Price |
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Advisors Assistant | N/A | Advisors Assistant is Client Management Software for Financial Services Professionals that combines CRM, Insurance Tracking, and Portfolio Management in one program, with Insurance Commission and Document Management also available, from FMG Suite headquartered in San Diego. | N/A | |
Redtail CRM | N/A | Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost. | $20 per month |
Advisors Assistant | Redtail CRM | |||||||||||||||
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Editions & Modules | No answers on this topic |
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Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Advisors Assistant | Redtail CRM | |
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Top Pros | No answers on this topic | |
Top Cons | No answers on this topic |
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Advisors Assistant | Redtail CRM | |
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Small Businesses | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Medium-sized Companies | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Enterprises | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Advisors Assistant | Redtail CRM | |
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Likelihood to Recommend | - (0 ratings) | 10.0 (7 ratings) |
Advisors Assistant | Redtail CRM | |
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Likelihood to Recommend | FMG Suite No answers on this topic | Orion Advisor Tech |
Pros | FMG Suite No answers on this topic | Orion Advisor Tech |
Cons | FMG Suite No answers on this topic | Orion Advisor Tech |
Alternatives Considered | FMG Suite No answers on this topic | Orion Advisor Tech |
Return on Investment | FMG Suite No answers on this topic | Orion Advisor Tech |
ScreenShots |