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At a Glance
Market Segments
Small-Business (92.3% of reviews)
Small-Business (90.8% of reviews)
Entry-Level Pricing
$65.00 Per Month
Contact Us
AdvisorEngine CRM
Star Rating
(26)4.0 out of 5
Market Segments
Small-Business (92.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$65.00 Per Month
Learn more about AdvisorEngine CRMRedtail Technology
Star Rating
(210)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that AdvisorEngine CRM excels in its Pre-Built Connectors, receiving a score of 9.3, which allows for seamless integration with various platforms, enhancing workflow efficiency. In contrast, Redtail Technology's score of 8.0 indicates it may not offer the same level of integration ease.
- Reviewers mention that the Dashboard in AdvisorEngine CRM is highly rated at 9.0, providing users with a clear and customizable view of their data. Redtail Technology, with a score of 8.3, offers a functional dashboard but lacks some of the advanced customization options that users appreciate in AdvisorEngine.
- G2 users highlight the superior Cloud functionality of AdvisorEngine CRM, scoring an impressive 9.8, which ensures reliable access and storage of data. Redtail Technology's score of 8.3 suggests it may not provide the same level of cloud reliability and performance.
- Users on G2 report that AdvisorEngine CRM's Customer Support Portal is rated at 9.3, making it easy for users to find help and resources. In comparison, Redtail Technology's support portal, rated at 8.4, may not be as user-friendly or comprehensive.
- Reviewers mention that AdvisorEngine CRM's Knowledge Base is exceptionally well-organized, scoring 9.7, which helps users quickly find answers to their questions. Redtail Technology, with a score of 8.6, offers a decent knowledge base but lacks the depth and clarity that users find in AdvisorEngine.
- Users say that the Lead Management feature in Redtail Technology is highly effective, scoring 9.7, which is a standout aspect for sales teams. In contrast, AdvisorEngine CRM's lead management capabilities, while solid, do not receive the same level of acclaim, indicating a potential area for improvement.
Pricing
Entry-Level Pricing
AdvisorEngine CRM
AdvisorEngine CRM
$65.00
Per Month
Price is per user / month. Billed Annually.
✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating
- 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
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
AdvisorEngine CRM
Free Trial is available
Redtail Technology
Free Trial is available
Ratings
Meets Requirements
8.5
19
8.6
181
Ease of Use
7.7
21
8.6
185
Ease of Setup
8.1
8
8.5
97
Ease of Admin
7.7
8
8.8
60
Quality of Support
8.7
19
8.8
171
Has the product been a good partner in doing business?
9.4
8
9.0
62
Product Direction (% positive)
8.8
20
8.5
182
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
8.1
7
7.2
105
Platform Additional Functionality
9.3
5
7.5
93
9.0
7
8.6
114
9.8
7
7.9
95
8.7
5
7.6
100
Not enough data
6.6
80
Platform Reporting and Analytics
Not enough data
8.1
91
Not enough data
6.9
78
Customer Support
8.6
6
8.4
96
9.3
5
8.0
98
9.7
5
8.1
102
Not enough data
7.9
94
Marketing Automation
Not enough data
7.0
81
9.7
5
7.6
90
Not enough data
6.6
82
Sales Force Automation
Not enough data
6.9
83
9.0
5
8.2
95
Not enough data
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
AdvisorEngine CRM and Redtail Technology are categorized as Financial Services CRM
Unique Categories
AdvisorEngine CRM has no unique categories
Reviews
Reviewers' Company Size
AdvisorEngine CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
69.2%
Investment Management
19.2%
Accounting
7.7%
Computer Software
3.8%
‐
Other
0.0%
Financial Services
85.9%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.5%
Other
2.9%
Discussions
Does Junxure Cloud integrate with email programs?
1 Comment
Official Response from AdvisorEngine CRM
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...Read more
What is junxure cloud?
1 Comment
CP
Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them.Read more
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
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...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
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