Link copied to clipboard # AdvisorEngine CRM vs Redtail Technology Comparison - What are their main differences? Share [ Export ](/compare/advisorengine-crm/redtail-technology/export.csv) AdvisorEngine CRMRedtail Technology[+ Add Product](#) Pricing **AdvisorEngine CRM** Free Trial **$65.00** Per Month · AdvisorEngine CRM **Redtail Technology** Free Trial **$39.00** Per User Per Month · Launch Plan **$59.00** Per User Per Month · Growth Plan **Pricing Insights** from reviews Perceived Cost **AdvisorEngine CRM** $$$$$ **Redtail Technology** $$$$$ Average Discount **AdvisorEngine CRM** Not enough reviews yet **Redtail Technology** 8% Uncover valuable pricing insights from real user feedback to improve your shopping experience. See it for free Time to Implement **AdvisorEngine CRM** 6 months Based on 100 responses **Redtail Technology** 6 months Based on 100 responses Return on Investment **AdvisorEngine CRM** 6 months Based on 100 responses **Redtail Technology** 6 months Based on 100 responses **Pros & Cons** from reviews **AdvisorEngine CRM** Not enough data **Redtail Technology** Ease of Use (83) Helpful (39) Missing Features (18) Limited Features (12) Integrations **AdvisorEngine CRM** Not enough data **Redtail Technology** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c94e1afb5529660f204d8fe9263d504e/envestnet-moneyguide.png "Product Avatar Image") Envestnet | MoneyGuide ](https://www.g2.com/products/envestnet-moneyguide/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_41a3c24574ab7253e97afe66a02a3027/nitrogen-nitrogen.png "Product Avatar Image") Nitrogen ](https://www.g2.com/products/nitrogen-nitrogen/reviews)[ View all ](https://www.g2.com/products/redtail-technology/integrations) Screenshots **AdvisorEngine CRM** ![AdvisorEngine CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/26519/Screen-Shot-2022-12-07-at-3.33.35-PM.png) **Redtail Technology** No screenshot available **Ratings** from reviews Meets Requirements **AdvisorEngine CRM** **8.5** /10 Based on 19 responses **Redtail Technology** **8.6** /10 Based on 186 responses Ease of Use **AdvisorEngine CRM** **7.7** /10 Based on 21 responses **Redtail Technology** **8.6** /10 Based on 208 responses Ease of Setup **AdvisorEngine CRM** **8.1** /10 Based on 8 responses **Redtail Technology** **8.4** /10 Based on 118 responses Ease of Admin **AdvisorEngine CRM** **7.7** /10 Based on 8 responses **Redtail Technology** **8.7** /10 Based on 62 responses Quality of Support **AdvisorEngine CRM** **8.7** /10 Based on 19 responses **Redtail Technology** **8.7** /10 Based on 176 responses Has the product been a good partner in doing business? **AdvisorEngine CRM** **9.4** /10 Based on 8 responses **Redtail Technology** **9.0** /10 Based on 64 responses Product Direction (% positive) **AdvisorEngine CRM** **8.8** /10 Based on 20 responses **Redtail Technology** **8.4** /10 Based on 187 responses **Features** ratings from reviews Financial Services CRM **9.1** /10 Based on 7 responses **7.3** /10 Based on 139 responses Email Backup Not enough data **8.5** /10 Based on 10 responses User Insights **Reviewers' Company Size** Small-Business(50 or fewer emp.) 92.3% Mid-Market(51-1000 emp.) 7.7% Enterprise(\> 1000 emp.) 0% Small-Business(50 or fewer emp.) 92.3% Mid-Market(51-1000 emp.) 7.7% Enterprise(\> 1000 emp.) 0% Small-Business(50 or fewer emp.) 92.4% Mid-Market(51-1000 emp.) 5.3% Enterprise(\> 1000 emp.) 2.3% Small-Business(50 or fewer emp.) 92.4% Mid-Market(51-1000 emp.) 5.3% Enterprise(\> 1000 emp.) 2.3% **Reviewers' Industry** [![AdvisorEngine CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_1e435beb951fb541b315a35f76e62d60/advisorengine-crm.png "AdvisorEngine CRM")](https://www.g2.com/products/advisorengine-crm/reviews) AdvisorEngine CRM Financial Services 69.2% Investment Management 19.2% Accounting 7.7% Computer Software 3.8% Other 0.0% [![Redtail Technology](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Redtail Technology")](https://www.g2.com/products/redtail-technology/reviews) Redtail Technology Financial Services 86.8% Investment Management 5.3% Insurance 2.2% Accounting 1.8% Marketing and Advertising 1.3% Other 2.6% Alternatives **AdvisorEngine CRM Alternatives** ![Wealthbox CRM](https://images.g2crowd.com/uploads/product/hd_favicon/e40f18d517f14ad324978c206159bfd7/wealthbox-crm.svg "Wealthbox CRM") [ Wealthbox CRM ](/products/wealthbox-crm/reviews) ![Salesforce Financial Services Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Salesforce Financial Services Cloud") [ Salesforce Financial Services Cloud ](/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) ![Practifi](https://images.g2crowd.com/uploads/product/hd_favicon/8ec930e77838c7330ef90f24dfc16494/practifi.svg "Practifi") [ Practifi ](/products/practifi/reviews) ![Capsule CRM](https://images.g2crowd.com/uploads/product/hd_favicon/fa2c7fe04036e31d16639ba367905491/capsule-crm.svg "Capsule CRM") [ Capsule ](/products/capsule-crm/reviews) **Redtail Technology Alternatives** ![Salesforce Financial Services Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Salesforce Financial Services Cloud") [ Salesforce Financial Services Cloud ](/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) ![Wealthbox CRM](https://images.g2crowd.com/uploads/product/hd_favicon/e40f18d517f14ad324978c206159bfd7/wealthbox-crm.svg "Wealthbox CRM") [ Wealthbox CRM ](/products/wealthbox-crm/reviews) ![Maximizer](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Maximizer") [ Maximizer ](/products/maximizer/reviews) ![Capsule CRM](https://images.g2crowd.com/uploads/product/hd_favicon/fa2c7fe04036e31d16639ba367905491/capsule-crm.svg "Capsule CRM") [ Capsule ](/products/capsule-crm/reviews) ## AdvisorEngine CRM vs Redtail Technology FAQs Generated using AI Last updated: August 14, 2026 ### What is the difference between AdvisorEngine CRM vs Redtail Technology? Redtail Technology stands out for its higher G2 rating, stronger Ease of Use, and more frequent reviewer-cited strengths in integrations and user-friendliness compared to AdvisorEngine CRM. | [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) | [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) | | --- | --- | | 4.0/5 (26 reviews) | 4.3/5 (268 reviews) | | Small-Business | Small-Business | | 8.1 | 8.4 | | 8.7 | 8.7 | | — | Ease of Use (83 all-time mentions) | ### How do the pricing models of AdvisorEngine CRM and Redtail Technology compare? Redtail Technology is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to AdvisorEngine CRM. - **AdvisorEngine CRM:** In recent reviews, buyers describe AdvisorEngine CRM as more affordable than other brand name CRMs, but note that the feature set can be overwhelming for simple needs. - **Redtail Technology:** Reviewers highlight Redtail Technology's low price as a key benefit for small companies, with many citing its strong value for the features provided. - **Switching reasons:** Recent reviews mention buyers moving away from Redtail Technology due to dissatisfaction with customer service, not pricing. ### What are the best alternatives to AdvisorEngine CRM and Redtail Technology? The top 3 alternatives to AdvisorEngine CRM and Redtail Technology are Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Wealthbox CRM, and — (no third alternative supported in the data). | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) | 4.0/5 (26 reviews) | Small-Business | More affordable than other brand name CRMs | Workflows and customization | | [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) | 4.3/5 (268 reviews) | Small-Business | Low price, strong value for small companies | Ease of Use (83 all-time mentions) | | [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 (227 reviews) | Enterprise | — | — | | [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) | 4.6/5 (109 reviews) | Small-Business | — | — | ### Which Financial Services CRM features should I prioritize when comparing AdvisorEngine CRM and Redtail Technology? Buyers comparing AdvisorEngine CRM and Redtail Technology should prioritize Ease of Use, Integrations, Workflow Management, Reporting, and Customization. - **Ease of Use:** AdvisorEngine CRM 7.7, Redtail Technology 8.6; Redtail Technology has 83 all-time mentions for Ease of Use. - **Integrations:** Redtail Technology has 32 all-time mentions for Integrations, with specific tools like Orion and eMoney cited. - **Workflow Management:** Redtail Technology has 15 all-time mentions for Workflow Management; AdvisorEngine CRM is frequently praised for customizable workflows in recent reviews. - **Reporting:** Reporting is a focus feature in both products, with reviewers noting robust but sometimes overwhelming reporting in Redtail Technology. - **Customization:** Redtail Technology has 11 all-time mentions for Customization; AdvisorEngine CRM is praised for flexible workflow customization in recent reviews. ### What are the pros and cons of AdvisorEngine CRM vs Redtail Technology? Redtail Technology's headline strength is Ease of Use, while AdvisorEngine CRM is most often praised for workflow customization and flexibility. - **AdvisorEngine CRM strengths:** Reviewers highlight robust and customizable workflows, flexibility, and strong customer service. - **AdvisorEngine CRM trade-offs:** Some reviewers note a steep learning curve, occasional clunky navigation, and limited integrations with certain broker-dealers. - **Redtail Technology strengths:** 83 all-time mentions for Ease of Use, 32 for Integrations, 25 for Customer Support, 24 for Easy Setup, and 15 for Workflow Management. Reviewers also cite strong organization and user-friendliness. - **Redtail Technology trade-offs:** 18 all-time mentions for Missing Features and 12 for Limited Features. Reviewers mention outdated interface, limited AI integrations, and reporting that can be overwhelming or imprecise. ### Is AdvisorEngine CRM or Redtail Technology better for small businesses? Redtail Technology is the better fit for small businesses, with a higher G2 rating and more positive small-business reviewer sentiment. - **AdvisorEngine CRM:** Largest segment is Small-Business; reviewers appreciate its affordability and flexibility but note a steeper learning curve for less tech-savvy teams. - **Redtail Technology:** Largest segment is Small-Business; reviewers consistently praise its ease of use, easy setup, and value for small firms. ### Which Financial Services CRM platform has better integrations? Redtail Technology is favored by reviewers for integrations, with more frequent and specific integration mentions than AdvisorEngine CRM. - **AdvisorEngine CRM:** Recent reviews mention integration with Outlook add-ins and custodians, but no all-time mention counts are supplied. - **Redtail Technology:** Orion (10 all-time mentions), eMoney (2), and MyRepChat (1) are cited as integrations, with 32 all-time mentions for Integrations overall. ### How do AdvisorEngine CRM and Redtail Technology compare on customer support? AdvisorEngine CRM and Redtail Technology are rated equally on Quality of Support, both scoring 8.7, indicating parity in reviewer satisfaction. - **AdvisorEngine CRM:** Reviewers describe customer service as responsive and helpful, with several citing 24-hour response times and effective support for workflow and setup issues. - **Redtail Technology:** 25 all-time mentions for Customer Support, with many reviewers praising support as fantastic and helpful, though a few recent reviews cite slow or unresponsive service. ### Which is easier to implement, AdvisorEngine CRM or Redtail Technology? Redtail Technology has a slight edge in Ease of Setup, scoring 8.4 versus AdvisorEngine CRM's 8.1, but both are rated highly by reviewers. - **AdvisorEngine CRM:** Reviewers describe setup as straightforward for those with technical experience, but note a learning curve for new users and the need for thorough training. - **Redtail Technology:** Reviewers frequently cite easy and quick setup, with many noting that onboarding and initial configuration are simple, especially for small teams. ### Which product has better Reporting? Redtail Technology is more frequently cited for robust Reporting, though reviewers note both strengths and trade-offs in this area. - **AdvisorEngine CRM:** Reviewers mention reporting as functional but limited, with some noting a learning curve and desire for more intuitive report customization. - **Redtail Technology:** Reporting is cited as robust and comprehensive, but several reviewers describe it as overwhelming or imprecise, with 12 all-time mentions for Features and multiple recent comments on reporting complexity.