Broadridge Client Information Management vs. Redtail CRM
Broadridge Client Information Management vs. Redtail CRM
Product | Rating | Most Used By | Product Summary | Starting Price |
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Broadridge Client Information Management | N/A | Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers. | 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 |
Broadridge Client Information Management | 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 |
Broadridge Client Information Management | Redtail CRM | |
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Top Pros | No answers on this topic | |
Top Cons | No answers on this topic |
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Broadridge Client Information Management | Redtail CRM | |
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Small Businesses | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Medium-sized Companies | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Enterprises | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Broadridge Client Information Management | Redtail CRM | |
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Likelihood to Recommend | 9.0 (1 ratings) | 10.0 (7 ratings) |
Broadridge Client Information Management | Redtail CRM | |
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Likelihood to Recommend | Broadridge | Orion Advisor Tech |
Pros | Broadridge | Orion Advisor Tech |
Cons | Broadridge | Orion Advisor Tech |
Alternatives Considered | Broadridge | Orion Advisor Tech |
Return on Investment | Broadridge | Orion Advisor Tech |
ScreenShots |