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Compare Practifi and Redtail Technology 
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At a Glance
Market Segments
Small-Business (73.3% of reviews)
Small-Business (90.7% of reviews)
Entry-Level Pricing
$120.00 Per Month
Contact Us
Practifi
Star Rating
(76)4.3 out of 5
Market Segments
Small-Business (73.3% of reviews)
Entry-Level Pricing
$120.00 Per Month
Browse all 2 pricing plansRedtail Technology
Star Rating
(209)4.3 out of 5
Market Segments
Small-Business (90.7% of reviews)
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 Redtail Technology excels in ease of setup with a score of 8.5, while Practifi falls short with a score of 6.5. Reviewers mention that Redtail's intuitive interface allows for a smoother onboarding experience.
- Reviewers say that Redtail Technology offers superior customer support, scoring 8.8 compared to Practifi's 8.2. Users on G2 highlight the responsiveness and helpfulness of Redtail's support team as a key advantage.
- G2 users note that Redtail's automation features, with a score of 7.5, are slightly less robust than Practifi's 7.8. However, users mention that Practifi's automation can sometimes be complex to set up, which may hinder usability.
- Users say that Redtail Technology shines in its reporting capabilities, scoring 8.4, while Practifi's reporting features received a lower score of 7.8. Reviewers mention that Redtail's reporting tools are user-friendly and provide valuable insights.
- Reviewers mention that Practifi has a more advanced marketing automation feature set, particularly in campaign management, where it scored 6.0 compared to Redtail's 8.1. Users report that Practifi's tools can help streamline marketing efforts, despite the lower score.
- Users on G2 highlight that Redtail Technology's cloud functionality scored 8.3, while Practifi scored higher at 8.8. Reviewers mention that Practifi's cloud features offer better mobility and accessibility, making it a preferred choice for remote teams.
Pricing
Entry-Level Pricing
Practifi
Additional User Subscription
$120.00
Per Month
Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
- Free upgrades
- Knowledgebase Access
- Technical configuration & ongoing training
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Practifi
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
8.5
66
8.6
181
Ease of Use
8.0
67
8.6
184
Ease of Setup
6.5
53
8.5
96
Ease of Admin
7.0
51
8.8
60
Quality of Support
8.3
65
8.8
171
Has the product been a good partner in doing business?
8.5
51
9.0
62
Product Direction (% positive)
8.4
66
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
7.7
59
7.2
105
Platform Additional Functionality
7.2
55
7.5
93
8.4
60
8.6
113
8.8
55
7.9
95
6.9
51
7.6
100
7.3
51
6.6
80
Platform Reporting and Analytics
7.9
58
8.1
91
6.0
48
6.9
78
Customer Support
8.1
52
8.4
95
8.0
53
8.0
98
7.2
56
8.1
102
7.1
49
7.9
94
Marketing Automation
5.9
40
7.0
81
6.8
45
7.6
90
5.8
44
6.6
82
Sales Force Automation
7.6
54
6.9
83
8.7
60
8.2
94
6.1
41
6.1
72
5.5
36
5.9
72
5.9
36
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
Practifi and Redtail Technology are categorized as Financial Services CRM
Unique Categories
Practifi has no unique categories
Reviews
Reviewers' Company Size
Practifi
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
88.0%
Investment Management
9.3%
Insurance
1.3%
Information Technology and Services
1.3%
‐
Other
0.0%
Financial Services
85.9%
Investment Management
5.4%
Insurance
2.4%
Accounting
2.0%
Marketing and Advertising
1.5%
Other
2.9%
Alternatives
Discussions
Is Practifi owned by Salesforce?
1 Comment
Official Response from Practifi
No, Practifi is a private and independently owned entity. Our product leverages the power and capabilities of the Salesforce platform so we view them as a...Read more
How much does Practifi cost?
1 Comment
Official Response from Practifi
US product pricing is $1,200 per org per month which includes 10 standard Practifi licenses and everything you need to get started with Practifi. Additional...Read more
What does Practifi do?
1 Comment
Official Response from Practifi
Practifi is a performance optimization platform that helps wealth management firms turn data into insight, action and excellence at scale.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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