Redtail CRM vs. Schwab Advisor Center
Redtail CRM vs. Schwab Advisor Center
Product | Rating | Most Used By | Product Summary | Starting Price |
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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 | |
Schwab Advisor Center | N/A | Schwab Advisor Center enables independent registered investment advisors to monitor and manage client accounts. It is available with iOS and Android mobile apps. | N/A |
Redtail CRM | Schwab Advisor Center | |||||||||||||||
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Editions & Modules |
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Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Redtail CRM | Schwab Advisor Center | |
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Top Pros | No answers on this topic | |
Top Cons |
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Redtail CRM | Schwab Advisor Center | |
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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 |
Redtail CRM | Schwab Advisor Center | |
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Likelihood to Recommend | 10.0 (7 ratings) | - (0 ratings) |
Redtail CRM | Schwab Advisor Center | |
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Likelihood to Recommend | Orion Advisor Tech | Charles Schwab No answers on this topic |
Pros | Orion Advisor Tech | Charles Schwab No answers on this topic |
Cons | Orion Advisor Tech | Charles Schwab No answers on this topic |
Alternatives Considered | Orion Advisor Tech | Charles Schwab No answers on this topic |
Return on Investment | Orion Advisor Tech | Charles Schwab No answers on this topic |
ScreenShots |