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Compare Irwin and Redtail Technology 
Featured Products
At a Glance
Market Segments
Small-Business (75.4% of reviews)
Small-Business (90.8% of reviews)
Entry-Level Pricing
Contact Us Per Year
Contact Us
Irwin
Star Rating
(57)4.5 out of 5
Market Segments
Small-Business (75.4% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us Per Year
Learn more about IrwinRedtail Technology
Star Rating
(211)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.
- G2 reviewers report that Redtail Technology excels in user satisfaction, boasting a significantly higher overall score compared to Irwin. Users appreciate the platform's user-friendly navigation and the ability to easily check daily priorities, making it a favorite for those looking to streamline their workflow.
- According to verified reviews, Redtail Technology has a much larger user base, with over 200 reviews compared to Irwin's 57. This suggests that Redtail's feedback is more representative of a broader range of experiences, giving potential users more confidence in its reliability.
- Users say that while both platforms are easy to use, Irwin shines in its reporting capabilities. Reviewers highlight the pre-made graphs on the reports tab, which they find useful for presentations, showcasing Irwin's strength in data visualization.
- Reviewers mention that Redtail Technology offers solid task management features, but some users feel it could improve in automation. In contrast, Irwin receives praise for its automation features, which help users streamline repetitive tasks and enhance productivity.
- Users highlight that Redtail Technology's support quality is commendable, but Irwin outperforms in this area, with users noting a more responsive support team and a better customer support portal. This can be crucial for businesses that rely heavily on timely assistance.
- According to recent feedback, both platforms cater well to small businesses, but Redtail Technology is particularly noted for its contact management capabilities, with users emphasizing how it helps them stay organized. Irwin, however, is recognized for its ability to track investors effectively, making it a strong choice for those focused on investment management.
Pricing
Entry-Level Pricing
Irwin
Irwin Pricing
Contact Us
Per Year
- The most powerful investor relations software made for modern IR teams
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Irwin
Free Trial is available
Redtail Technology
Free Trial is available
Ratings
Meets Requirements
8.9
35
8.6
181
Ease of Use
8.9
35
8.6
185
Ease of Setup
9.1
13
8.5
97
Ease of Admin
8.9
12
8.8
60
Quality of Support
9.5
35
8.8
171
Has the product been a good partner in doing business?
9.4
12
9.0
62
Product Direction (% positive)
9.6
30
8.5
182
Features by Category
Financial Information
8.9
6
Not enough data
Not enough data
Not enough data
Analysis
8.3
5
Not enough data
8.6
6
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Market News
Not enough data
Not enough data
8.0
5
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Research
Not enough data
Not enough data
Platform Additional Functionality
9.2
6
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Interoperability
Feature Not Available
Not enough data
Platform Performance
9.0
5
Not enough data
Agentic AI - Financial Analytics
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
Platform Additional Functionality
8.9
9
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Platform Data
7.0
9
Not enough data
8.8
13
Not enough data
Feature Not Available
Not enough data
Platform Content
7.3
8
Not enough data
7.8
10
Not enough data
8.0
11
Not enough data
8.3
6
Not enough data
Sales Force Automation
8.4
16
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Platform Analytics
Feature Not Available
Not enough data
8.1
19
Not enough data
8.3
21
Not enough data
Marketing Automation
7.1
13
Not enough data
7.6
17
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
5
7.2
105
Platform Additional Functionality
Not enough data
7.5
93
8.6
6
8.6
114
Not enough data
7.9
95
Not enough data
7.6
100
Not enough data
6.6
80
Platform Reporting and Analytics
8.0
5
8.1
91
Not enough data
6.9
78
Customer Support
8.7
5
8.4
96
9.2
6
8.0
98
8.9
6
8.1
102
Feature Not Available
7.9
94
Marketing Automation
9.0
5
7.0
81
8.9
6
7.6
90
9.2
6
6.6
82
Sales Force Automation
Feature Not Available
6.9
83
8.0
5
8.2
95
Feature Not Available
6.1
72
Feature Not Available
5.9
72
Feature Not Available
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
Irwin and Redtail Technology are categorized as Financial Services CRM
Unique Categories
Irwin is categorized as Investor Reporting, Investor Relationship Management, Financial Analytics, and Financial Research
Reviews
Reviewers' Company Size
Irwin
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
Mining & Metals
28.1%
Financial Services
14.0%
Capital Markets
7.0%
Information Technology and Services
5.3%
Chemicals
5.3%
Other
40.4%
Financial Services
85.9%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.5%
Other
2.9%
Alternatives
Discussions
Irwin 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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