Compare AdvisorEngine and Redtail Technology 
At a Glance
Market Segments
Small-Business (50.0% of reviews)
Small-Business (92.0% of reviews)
Entry-Level Pricing
No pricing available
Contact Us
AdvisorEngine
Star Rating
(10)4.2 out of 5
Market Segments
Small-Business (50.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about AdvisorEngineRedtail Technology
Star Rating
(266)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, particularly highlighting its intuitive interface that makes accessing client information and creating reports straightforward. Users appreciate the ability to manage workflows and notes effectively, ensuring they stay organized and on top of their meetings.
- Users say that AdvisorEngine shines in its portfolio management and financial planning capabilities. Reviewers commend its ability to personalize financial advice based on individual client needs, making it a valuable tool for advisors looking to enhance client communication and service delivery.
- According to verified reviews, Redtail Technology has a strong reputation for customer support, with users noting the helpfulness of the support team. Many find that interactions with support staff are enjoyable and productive, which contributes to a positive overall experience.
- Reviewers mention that while Redtail Technology is highly rated for ease of use, AdvisorEngine also offers a user-friendly interface that allows for customization based on user preferences. This flexibility is appreciated by users who want a tailored experience that aligns with their specific workflows.
- G2 reviewers highlight that Redtail Technology has a robust set of features for managing client relationships, including tools for taking meeting notes and managing KYC information. This functionality is particularly beneficial for small businesses that need to streamline their operations.
- Users report that AdvisorEngine's quick implementation process is a significant advantage, with many finding that it requires minimal integration effort. This ease of setup allows advisors to start using the platform effectively without extensive training or technical hurdles.
Pricing
Entry-Level Pricing
AdvisorEngine
No pricing availableRedtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
AdvisorEngine
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
9.0
8
8.6
184
Ease of Use
8.1
8
8.7
206
Ease of Setup
Not enough data
8.5
116
Ease of Admin
Not enough data
8.7
62
Quality of Support
8.3
8
8.8
174
Has the product been a good partner in doing business?
Not enough data
9.0
64
Product Direction (% positive)
8.5
8
8.5
185
Features by Category
Functionality
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
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Investment Portfolio 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
Platform Basics
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Platform Interoperability
7.5
6
7.6
100
Agentic AI - Robo-Advisory
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
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
8.3
6
7.2
107
Platform Additional Functionality
7.5
6
7.6
100
7.8
6
8.7
118
8.1
6
7.9
96
8.3
6
7.6
101
8.1
6
6.6
80
Platform Reporting and Analytics
7.8
6
8.0
94
8.1
6
6.9
78
Customer Support
8.1
6
8.4
97
7.8
6
8.0
98
8.3
6
8.1
102
8.6
6
7.9
94
Marketing Automation
8.1
6
7.0
81
7.8
6
7.6
90
7.5
6
6.6
82
Sales Force Automation
7.8
6
6.9
83
7.8
6
8.2
99
7.5
6
6.1
72
7.8
6
5.9
72
8.3
6
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
AdvisorEngine and Redtail Technology are categorized as Financial Services CRM
Reviews
Reviewers' Company Size
AdvisorEngine
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
50.0%
Information Technology and Services
20.0%
Consulting
10.0%
Management Consulting
10.0%
Hospital & Health Care
10.0%
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%
Alternatives
Discussions
AdvisorEngine has no discussions with answers
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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