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Compare AdvisorEngine CRM and Redtail Technology 
Featured Products
At a Glance
Market Segments
Small-Business (92.3% of reviews)
Small-Business (92.0% 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
(265)4.4 out of 5
Market Segments
Small-Business (92.0% 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.
- G2 reviewers report that Redtail Technology excels in user experience, with many users praising its simple interface that makes accessing client information and creating reports effortless. In contrast, while AdvisorEngine CRM offers robust features, some users find it less intuitive, noting that it can be overwhelming at times.
- Users say that Redtail Technology's workflow management is a standout feature, helping them stay organized and ensuring they don't miss important meetings. AdvisorEngine CRM also has strong workflow capabilities, but users highlight that it is more tailored for support teams, which may not suit all business needs.
- According to verified reviews, Redtail Technology has a significant advantage in recent user engagement, with over 50 reviews in the last 90 days compared to AdvisorEngine CRM's lack of recent feedback. This suggests that Redtail is actively meeting user needs and adapting to feedback.
- Reviewers mention that both products provide excellent customer support, but AdvisorEngine CRM stands out for its quick response times, with users noting that tech support responds within 24 hours. Redtail Technology also receives praise for its support, but the feedback is less focused on speed.
- Users highlight that AdvisorEngine CRM offers impressive integration capabilities, particularly with custodians, making it a strong choice for financial services firms. However, Redtail Technology is recognized for its comprehensive features that help manage KYC information and meeting notes effectively.
- G2 reviewers indicate that while both products are geared towards small businesses, Redtail Technology has a higher overall satisfaction score, reflecting its ability to meet user requirements effectively. AdvisorEngine CRM, while still valuable, has room for improvement in user satisfaction metrics.
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
184
Ease of Use
7.7
21
8.7
205
Ease of Setup
8.1
8
8.5
115
Ease of Admin
7.7
8
8.7
62
Quality of Support
8.7
19
8.8
174
Has the product been a good partner in doing business?
9.4
8
9.0
64
Product Direction (% positive)
8.8
20
8.5
185
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
107
Platform Additional Functionality
9.3
5
7.6
100
9.0
7
8.7
118
9.8
7
7.9
96
8.7
5
7.6
101
Not enough data
6.6
80
Platform Reporting and Analytics
Not enough data
8.1
93
Not enough data
6.9
78
Customer Support
8.6
6
8.4
97
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
99
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
86.7%
Investment Management
5.3%
Insurance
2.2%
Accounting
1.8%
Marketing and Advertising
1.3%
Other
2.7%
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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