When assessing the two solutions, reviewers found Redtail Technology easier to use, set up, and administer. However, reviewers felt that both vendors make it equally easy to do business overall.
Aviso and Redtail Technology both meet the requirements of our reviewers at a comparable rate.
When comparing quality of ongoing product support, reviewers felt that Aviso is the preferred option.
For feature updates and roadmaps, our reviewers preferred the direction of Aviso over Redtail Technology.
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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
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