InvestorFlow vs. Redtail CRM
InvestorFlow vs. Redtail CRM
Product | Rating | Most Used By | Product Summary | Starting Price |
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InvestorFlow | N/A | InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow integrates deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow states they currently serve over 150 clients including 25 of the top 50 alternative asset managers, with over $3.5… | 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 |
InvestorFlow | 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 |
InvestorFlow | Redtail CRM | |
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Top Pros | No answers on this topic | |
Top Cons | No answers on this topic |
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InvestorFlow | 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 |
InvestorFlow | Redtail CRM | |
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Likelihood to Recommend | - (0 ratings) | 10.0 (7 ratings) |
InvestorFlow | Redtail CRM | |
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Likelihood to Recommend | InvestorFlow No answers on this topic | Orion Advisor Tech |
Pros | InvestorFlow No answers on this topic | Orion Advisor Tech |
Cons | InvestorFlow No answers on this topic | Orion Advisor Tech |
Alternatives Considered | InvestorFlow No answers on this topic | Orion Advisor Tech |
Return on Investment | InvestorFlow No answers on this topic | Orion Advisor Tech |
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