# AdvisorEngine CRM, Irwin vs Redtail Technology Comparison

| | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Star Rating** | 4.0 out of 5 | 4.5 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 26 | 57 | 268 | 
| **Largest Market Segment** | Small-Business (92.3% of reviews) | Small-Business (75.4% of reviews) | Small-Business (92.4% of reviews) | 
| **Entry Level Price** | $65.00 Per Month | Contact Us Per Year | Contact Us | 

---
## Top Pros & Cons

### AdvisorEngine CRM

**Not enough data**

### Irwin

Pros:
- Customization (1 reviews)

Cons:
- Limited Accessibility (1 reviews)
- Limited Data (1 reviews)

### Redtail Technology

Pros:
- Ease of Use (83 reviews)
- Helpful (39 reviews)

Cons:
- Missing Features (18 reviews)
- Limited Features (12 reviews)

---
## Ratings Comparison
| Rating | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
  | **Meets Requirements** | 8.5 (19 reviews) | 8.9 (35 reviews) | 8.6 (186 reviews) | 
  | **Ease of Use** | 7.7 (21 reviews) | 8.9 (35 reviews) | 8.6 (208 reviews) | 
  | **Ease of Setup** | 8.1 (8 reviews) | 9.1 (13 reviews) | 8.4 (118 reviews) | 
  | **Ease of Admin** | 7.7 (8 reviews) | 8.9 (12 reviews) | 8.7 (62 reviews) | 
  | **Quality of Support** | 8.7 (19 reviews) | 9.5 (35 reviews) | 8.7 (176 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (8 reviews) | 9.4 (12 reviews) | 9.0 (64 reviews) | 
  | **Product Direction (% positive)** | 8.8 (20 reviews) | 9.6 (30 reviews) | 8.4 (187 reviews) | 

---
## Pricing

### AdvisorEngine CRM

#### Entry-Level Pricing

Plan: AdvisorEngine CRM

Price: $65.00 Per Month

Description: Price is per user / month. Billed Annually.

✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating

Key Features:
- Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost
- Capture important client demographic and financial information in one place
- Manage workflow to ensure tasks are communicated and completed

[Learn more about AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews)

#### Free Trial

Yes

### Irwin

#### Entry-Level Pricing

Plan: Irwin Pricing

Price: Contact Us Per Year

Key Features:
- The most powerful investor relations software made for modern IR teams

[Learn more about Irwin](https://www.g2.com/products/irwin/reviews)

#### Free Trial

Yes

### Redtail Technology

#### Entry-Level Pricing

Plan: Enterprise

Price: Contact Us

Description: Customizable plans with endless options available! Minimum license commitment is required. 

Key Features:
- Customize Your Plan

[Browse all 3 editions](https://www.g2.com/products/redtail-technology/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Financial Research

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Irwin** | 8.5/10 | 7 |
| **Redtail Technology** | N/A | N/A |

#### Financial Information

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Data Visualization** | Not enough data | 8.9 (6 reviews) | Not enough data | 
| **Document Search** | Not enough data | Not enough data | Not enough data | 

#### Analysis

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Financial Analysis** | Not enough data | 8.3 (5 reviews) | Not enough data | 
| **Charting** | Not enough data | 8.6 (6 reviews) | Not enough data | 
| **Risk Analysis** | Not enough data | Not enough data | Not enough data | 
| **Document Annotation** | Not enough data | Feature Not Available | Not enough data | 
| **Collaboration** | Not enough data | Not enough data | Not enough data | 

#### Market News

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Alerts and Monitoring** | Not enough data | Not enough data | Not enough data | 
| **Market Information** | Not enough data | 8.0 (5 reviews) | Not enough data | 
| **Market News** | Not enough data | Not enough data | Not enough data | 

#### Platform Basics

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Mobility** | Not enough data | Not enough data | Not enough data | 
| **Interoperability** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Financial Research

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 

### Financial Analytics

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Irwin** | 9.1/10 | 6 |
| **Redtail Technology** | N/A | N/A |

#### Platform Additional Functionality

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Dashboard** | Not enough data | 9.2 (6 reviews) | Not enough data | 
| **Cloud** | Not enough data | Not enough data | Not enough data | 

#### Platform Content

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Automation** | Not enough data | Not enough data | Not enough data | 
| **Content Library** | Not enough data | Not enough data | Not enough data | 

#### Platform Data

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Visualization** | Not enough data | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **API** | Not enough data | Feature Not Available | Not enough data | 

#### Platform Performance

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Reporting** | Not enough data | 9.0 (5 reviews) | Not enough data | 

#### Agentic AI  - Financial Analytics

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

### SMS Marketing

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Irwin** | N/A | N/A |
| **Redtail Technology** | N/A | N/A |

#### Text Messaging

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Bulk SMS** | Not enough data | Not enough data | Not enough data | 
| **Two-Way Text Messaging** | Not enough data | Not enough data | Not enough data | 
| **Text Scheduler** | Not enough data | Not enough data | Not enough data | 
| **Automatic Replies** | Not enough data | Not enough data | Not enough data | 
| **Automatic URL Shortening** | Not enough data | Not enough data | Not enough data | 
| **MMS Marketing** | Not enough data | Not enough data | Not enough data | 
| **Personalization** | Not enough data | Not enough data | Not enough data | 
| **Transactional SMS** | Not enough data | Not enough data | Not enough data | 

#### SMS Platform

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Reporting** | Not enough data | Not enough data | Not enough data | 
| **Automation** | Not enough data | Not enough data | Not enough data | 
| **White Label** | Not enough data | Not enough data | Not enough data | 
| **Text-to-Landline** | Not enough data | Not enough data | Not enough data | 
| **Short Codes** | Not enough data | Not enough data | Not enough data | 
| **API Integration** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - SMS Marketing

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Investor Reporting

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Irwin** | 8.0/10 | 16 |
| **Redtail Technology** | N/A | N/A |

#### Platform Additional Functionality

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Portal** | Not enough data | 8.9 (9 reviews) | Not enough data | 
| **Messaging** | Not enough data | Feature Not Available | Not enough data | 
| **White-Labeling** | Not enough data | Feature Not Available | Not enough data | 

#### Platform Data

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Report Manipulation** | Not enough data | 7.0 (9 reviews) | Not enough data | 
| **Platform Search** | Not enough data | 8.8 (13 reviews) | Not enough data | 
| **Document Automation** | Not enough data | Feature Not Available | Not enough data | 

#### Platform Content

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Email Templates** | Not enough data | 7.3 (8 reviews) | Not enough data | 
| **Email Automation** | Not enough data | 7.8 (10 reviews) | Not enough data | 
| **Custom Reports** | Not enough data | 8.0 (11 reviews) | Not enough data | 
| **Alerts** | Not enough data | 8.3 (6 reviews) | Not enough data | 

### Investor Relationship Management

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Irwin** | 7.9/10 | 27 |
| **Redtail Technology** | N/A | N/A |

#### Sales Force Automation

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Segmenting** | Not enough data | 8.4 (16 reviews) | Not enough data | 
| **Contract Management** | Not enough data | Feature Not Available | Not enough data | 
| **Pipeline Management** | Not enough data | Feature Not Available | Not enough data | 
| **White-Labeling** | Not enough data | Feature Not Available | Not enough data | 

#### Platform Analytics

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Forecasting** | Not enough data | Feature Not Available | Not enough data | 
| **Reports** | Not enough data | 8.1 (19 reviews) | Not enough data | 
| **Analytics** | Not enough data | 8.3 (21 reviews) | Not enough data | 

#### Marketing Automation

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Email Templates** | Not enough data | 7.1 (13 reviews) | Not enough data | 
| **Email Automation** | Not enough data | 7.6 (17 reviews) | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | Not enough data | 

### Email Backup

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Irwin** | N/A | N/A |
| **Redtail Technology** | 8.5/10 | 10 |

#### Functionality

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Compatibility** | Not enough data | Not enough data | 9.2 (10 reviews) | 
| **Sort and Filter** | Not enough data | Not enough data | 9.3 (10 reviews) | 
| **Conversion** | Not enough data | Not enough data | 7.8 (10 reviews) | 

#### Usability

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Batch Handling** | Not enough data | Not enough data | 7.7 (10 reviews) | 
| **Automated Scheduling** | Not enough data | Not enough data | 8.8 (10 reviews) | 
| **Granular Retention Management** | Not enough data | Not enough data | 7.2 (9 reviews) | 

#### Reliability

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Cloud-to-cloud Backup** | Not enough data | Not enough data | 8.3 (10 reviews) | 
| **Address detection** | Not enough data | Not enough data | 8.5 (10 reviews) | 
| **Security** | Not enough data | Not enough data | 9.7 (10 reviews) | 

#### Agentic AI - Email Backup

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Backup

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Irwin** | N/A | N/A |
| **Redtail Technology** | N/A | N/A |

#### Management

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Disaster Recovery** | Not enough data | Not enough data | Not enough data | 
| **Remote Backup** | Not enough data | Not enough data | Not enough data | 
| **Storage Formats** | Not enough data | Not enough data | Not enough data | 
| **Scheduled Backups** | Not enough data | Not enough data | Not enough data | 
| **On-Demand Restoration** | Not enough data | Not enough data | Not enough data | 

#### Reporting

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Activity Monitoring** | Not enough data | Not enough data | Not enough data | 
| **Documentation** | Not enough data | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | Not enough data | 

#### Security

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Data Encryption** | Not enough data | Not enough data | Not enough data | 
| **Security and Compliance** | Not enough data | Not enough data | Not enough data | 
| **Deduplication ** | Not enough data | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | 9.1/10 | 7 |
| **Irwin** | 8.7/10 | 6 |
| **Redtail Technology** | 7.3/10 | 139 |

#### Content

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Automation** | 8.1 (7 reviews) | 8.3 (5 reviews) | 7.1 (108 reviews) | 

#### Platform Additional Functionality

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Pre-Built Connectors** | 9.3 (5 reviews) | Not enough data | 7.5 (102 reviews) | 
| **Dashboard** | 9.0 (7 reviews) | 8.6 (6 reviews) | 8.7 (118 reviews) | 
| **Cloud** | 9.8 (7 reviews) | Not enough data | 7.9 (96 reviews) | 
| **Mobility** | 8.7 (5 reviews) | Not enough data | 7.6 (101 reviews) | 
| **Messaging** | Not enough data | Not enough data | 6.6 (80 reviews) | 

#### Platform Reporting and Analytics

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Reporting** | Not enough data | 8.0 (5 reviews) | 7.9 (95 reviews) | 
| **Forecasting** | Not enough data | Not enough data | 6.9 (78 reviews) | 

#### Customer Support

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Case Management** | 8.6 (6 reviews) | 8.7 (5 reviews) | 8.4 (97 reviews) | 
| **Customer Support Portal** | 9.3 (5 reviews) | 9.2 (6 reviews) | 8.0 (98 reviews) | 
| **Knowledge Base** | 9.7 (5 reviews) | 8.9 (6 reviews) | 8.1 (102 reviews) | 
| **Support Analytics** | Not enough data | Feature Not Available | 7.9 (94 reviews) | 

#### Marketing Automation

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Campaign Management** | Not enough data | 9.0 (5 reviews) | 7.0 (81 reviews) | 
| **Lead Management** | 9.7 (5 reviews) | 8.9 (6 reviews) | 7.6 (90 reviews) | 
| **Marketing Analytics** | Not enough data | 9.2 (6 reviews) | 6.6 (82 reviews) | 

#### Sales Force Automation

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Pipeline Management** | Not enough data | Feature Not Available | 6.9 (83 reviews) | 
| **Task Management** | 9.0 (5 reviews) | 8.0 (5 reviews) | 8.2 (101 reviews) | 
| **Product and Price List Management** | Not enough data | Feature Not Available | 6.1 (72 reviews) | 
| **Quote and Order Management** | Not enough data | Feature Not Available | 5.9 (72 reviews) | 
| **Contract Management** | Not enough data | Feature Not Available | 6.9 (73 reviews) | 

#### Agentic AI - Financial Services CRM

| Feature | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Decision Making** | Not enough data | Not enough data | 6.2 (18 reviews) | 

---
## Categories
**Shared Categories (1):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)


**Unique to Irwin (4):** [Investor Reporting Software](https://www.g2.com/categories/investor-reporting), [Investor Relationship Management Software](https://www.g2.com/categories/investor-relationship-management), [Financial Analytics Software](https://www.g2.com/categories/financial-analytics), [Financial Research Software](https://www.g2.com/categories/financial-research)

**Unique to Redtail Technology (3):** [SMS Marketing Software](https://www.g2.com/categories/sms-marketing), [Document Management Software](https://www.g2.com/categories/document-management), [Email Backup Software](https://www.g2.com/categories/email-backup)


---
## Reviewer Demographics

### By Company Size

| Segment | AdvisorEngine CRM | Irwin | Redtail Technology | 
|---|---|---|---|
| **Small-Business** | 92.3% | 75.4% | 92.4% | 
| **Mid-Market** | 7.7% | 17.5% | 5.3% | 
| **Enterprise** | 0% | 7.0% | 2.3% | 

### By Industry

#### AdvisorEngine CRM

- **Financial Services:** 69.2%
- **Investment Management:** 19.2%
- **Accounting:** 7.7%
- **Computer Software:** 3.8%

#### Irwin

- **Mining & Metals:** 28.1%
- **Financial Services:** 14.0%
- **Capital Markets:** 7.0%
- **Biotechnology:** 5.3%
- **Chemicals:** 5.3%
- **Information Technology and Services:** 5.3%
- **Oil & Energy:** 3.5%
- **Management Consulting:** 3.5%
- **Consumer Goods:** 3.5%
- **Accounting:** 1.8%
- **Other:** 22.8%

#### Redtail Technology

- **Financial Services:** 86.8%
- **Investment Management:** 5.3%
- **Insurance:** 2.2%
- **Accounting:** 1.8%
- **Marketing and Advertising:** 1.3%
- **Information Technology and Services:** 0.9%
- **Retail:** 0.4%
- **Non-Profit Organization Management:** 0.4%
- **Medical Practice:** 0.4%
- **Consumer Services:** 0.4%

---
## Alternatives

### Alternatives to AdvisorEngine CRM

- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews)
- [Practifi](https://www.g2.com/products/practifi/reviews) — 4.3/5 stars (76 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (674 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)
- [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [vcita](https://www.g2.com/products/vcita/reviews) — 4.5/5 stars (81 reviews)
- [Affinity](https://www.g2.com/products/affinity/reviews) — 4.4/5 stars (72 reviews)
- [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews)

### Alternatives to Irwin

- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (674 reviews)
- [Crunchbase](https://www.g2.com/products/crunchbase/reviews) — 4.4/5 stars (405 reviews)
- [AlphaSense](https://www.g2.com/products/alphasense/reviews) — 4.6/5 stars (309 reviews)
- [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews)
- [Perplexity](https://www.g2.com/products/perplexity/reviews) — 4.5/5 stars (283 reviews)
- [Acquire.com](https://www.g2.com/products/acquire-com/reviews) — 4.9/5 stars (281 reviews)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (275 reviews)
- [PitchBook](https://www.g2.com/products/pitchbook/reviews) — 4.5/5 stars (228 reviews)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews)

### Alternatives to Redtail Technology

- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (674 reviews)
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (635 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2033 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14678 reviews)
- [Birdeye](https://www.g2.com/products/birdeye/reviews) — 4.7/5 stars (4052 reviews)
- [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) — 4.5/5 stars (2561 reviews)
- [Constant Contact](https://www.g2.com/products/constant-contact/reviews) — 4.1/5 stars (7388 reviews)
- [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) — 4.4/5 stars (5419 reviews)

---
## Top Discussions

### AdvisorEngine CRM

- Title: [What is the use of Junxure?](https://www.g2.com/discussions/what-is-the-use-of-junxure) — 1 comment
  > **Top comment:** "it is our CRM"
- Title: [What is junxure cloud?](https://www.g2.com/discussions/what-is-junxure-cloud) — 1 comment
  > **Top comment:** "Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them."
- Title: [Does Junxure Cloud integrate with email programs?](https://www.g2.com/discussions/does-junxure-cloud-integrate-with-email-programs) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Send emails from Junxure Cloud to addresses in your database through a PC browser and either Google (Gmail) or Microsoft Exchange. Outgoing emails only are..."

### Irwin

No discussions available for this product.

### Redtail Technology

- Title: [What is Redtail Imaging used for?](https://www.g2.com/discussions/what-is-redtail-imaging-used-for) — 1 comment
  > **Top comment:** "We use it as an internal file storage for Compliance"
- Title: [Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?](https://www.g2.com/discussions/will-you-now-or-in-the-future-provide-rmd-calculations-for-retirement-and-inherited-accounts) — 1 comment, 1 upvote
  > **Top comment:** "I am an end-user, but if I had to guess, I would say no.  They are good at identifying RMD eligible clients, however, even custodians shy away from RMD..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/advisorengine-crm-vs-irwin-vs-redtail-technology)