Compare Redtail Technology and Wealthbox CRM 
At a Glance
Market Segments
Small-Business (92.0% of reviews)
Small-Business (94.3% of reviews)
Entry-Level Pricing
Contact Us
$59.00 Per Month
Redtail 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 plansWealthbox CRM
Star Rating
(106)4.6 out of 5
Market Segments
Small-Business (94.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$59.00 Per Month
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Redtail Technology excels in providing a user-friendly experience, with many users appreciating its ability to easily access client information and create reports. One user highlighted how the platform helps them stay organized with workflows and notes, ensuring they never miss important meetings.
- Users say that Wealthbox CRM stands out for its intuitive interface, making it easy to manage client notes, tasks, and follow-ups all in one place. Reviewers have noted that this organization helps them maintain strong relationships and compliance without hassle.
- According to verified reviews, Redtail Technology has a strong reputation for its customer support, with users mentioning positive interactions with support staff. This level of service contributes to a sense of partnership in business, as reflected in their high satisfaction ratings.
- Reviewers mention that Wealthbox CRM's transition process is smooth, especially for those migrating from other platforms like Redtail. Users appreciate the quick onboarding and the effectiveness of the mobile app, which enhances productivity on the go.
- G2 reviewers highlight that while Redtail Technology offers a robust set of features, some users find it less flexible in meeting specific workflow needs compared to Wealthbox. This can lead to configuration challenges for those with unique requirements.
- Users report that Wealthbox CRM continues to innovate, adapting to the evolving needs of the financial services industry. The seamless integration with multiple software programs adds significant value, making it a compelling choice for users looking for a comprehensive CRM solution.
Pricing
Entry-Level Pricing
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Wealthbox CRM
Basic
$59.00
Per Month
Price is per user / month when billed annually
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Free Trial
Redtail Technology
Free Trial is available
Wealthbox CRM
Free Trial is available
Ratings
Meets Requirements
8.6
184
9.1
81
Ease of Use
8.7
206
9.3
81
Ease of Setup
8.5
116
8.8
27
Ease of Admin
8.7
62
9.5
18
Quality of Support
8.8
174
8.8
79
Has the product been a good partner in doing business?
9.0
64
9.4
18
Product Direction (% positive)
8.5
185
8.8
70
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
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Not enough data
Usability
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Not enough data
Reliability
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Not enough data
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
7.2
107
7.8
52
Platform Additional Functionality
7.6
100
8.3
48
8.7
118
8.8
59
7.9
96
8.7
50
7.6
101
8.5
53
6.6
80
7.7
38
Platform Reporting and Analytics
8.0
94
7.4
51
6.9
78
6.3
32
Customer Support
8.4
97
8.4
48
8.0
98
8.3
47
8.1
102
8.4
50
7.9
94
8.2
35
Marketing Automation
7.0
81
7.1
30
7.6
90
7.8
43
6.6
82
6.6
30
Sales Force Automation
6.9
83
7.9
51
8.2
99
9.1
53
6.1
72
6.7
23
5.9
72
6.8
21
6.9
73
7.7
25
Agentic AI - Financial Services CRM
6.5
17
Not enough data
Categories
Categories
Shared Categories
Redtail Technology and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
Wealthbox CRM has no unique categories
Reviews
Reviewers' Company Size
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Wealthbox CRM
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
86.7%
Investment Management
5.3%
Insurance
2.2%
Accounting
1.8%
Marketing and Advertising
1.3%
Other
2.7%
Financial Services
94.3%
Investment Management
3.8%
Insurance
1.9%
‐
‐
Other
0.0%
Alternatives
Discussions
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
What does wealthbox do?
4 Comments
AH
It's a CRM designed especially for client-facing professionals in the insurance and investment industry.Read more
Does Calendly integrate with Wealthbox?
1 Comment
JH
No Calendly does not integrate with Wealthbox. But there is an easy workaround. First, integrate Wealthbox with Google Calendar two-way sync. Then...Read more
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