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Compare Practifi and Redtail Technology 
Featured Products
At a Glance
Market Segments
Small-Business (73.3% of reviews)
Small-Business (90.8% 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)
Pros & Cons
Not enough data
Entry-Level Pricing
$120.00 Per Month
Browse all 2 pricing plansRedtail 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 Practifi. Users appreciate the platform's user-friendly navigation, which simplifies daily tasks and helps them stay organized.
- According to verified reviews, Redtail Technology's implementation process is praised for its quick setup and intuitive onboarding, making it easier for new users to get started. In contrast, Practifi users have noted challenges with setup, indicating a more complex onboarding experience.
- Users say that Redtail Technology offers superior support, with a high quality of assistance that includes regular check-ins and a focus on user needs. Practifi's client service is also noted as responsive, but some users feel that it lacks the same level of proactive engagement.
- Reviewers mention that Redtail Technology shines in its ease of use, with features like a well-organized contact list that users find invaluable. Practifi, while also user-friendly, has received feedback indicating that it may not be as straightforward for everyday tasks.
- G2 reviewers highlight that Redtail Technology's reporting capabilities are well-received, allowing users to effectively track their performance. Practifi offers robust data support, but some users feel that its reporting features could be improved for better usability.
- According to recent feedback, Redtail Technology is favored by small businesses, with a large percentage of its users coming from this segment. Practifi also serves small businesses but has a smaller share of reviews from this market, suggesting that Redtail may be more tailored to the needs of smaller firms.
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
186
Ease of Setup
6.5
53
8.5
98
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
94
8.4
60
8.6
114
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
8.0
92
6.0
48
6.9
78
Customer Support
8.1
52
8.4
96
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
95
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
86.0%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.4%
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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