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Compare Redtail Technology and Total Expert 
At a Glance
Market Segments
Small-Business (92.0% of reviews)
Mid-Market (71.4% of reviews)
Entry-Level Pricing
Contact Us
No pricing available
Redtail Technology
Star Rating
(265)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 plansTotal Expert
Star Rating
(150)4.5 out of 5
Market Segments
Mid-Market (71.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Total ExpertSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Redtail Technology excels in user experience, with many users appreciating its intuitive interface that simplifies accessing client information and creating reports. One user highlighted how easy it is to manage KYC information and take meeting notes, making it a strong choice for those who prioritize usability.
- Users say that Total Expert shines in its marketing capabilities, effectively connecting CRM and marketing functions. Reviewers noted the tool's ability to consolidate customer data for robust communication and personalized campaigns, which is particularly beneficial for companies focused on marketing strategies.
- According to verified reviews, Redtail Technology stands out for its quick implementation process. Users have praised the onboarding experience, noting that it allows them to get up and running swiftly, which is crucial for small businesses looking to minimize downtime.
- Reviewers mention that while Total Expert offers a comprehensive approach to lending and contact management, some users find it less intuitive than Redtail Technology. The initial setup may be easy, but navigating through the various options can be challenging for some, which could hinder day-to-day usability.
- G2 reviewers highlight that Redtail Technology provides excellent support, with users appreciating the quality of assistance they receive. Many have noted that the support team is responsive and helpful, enhancing their overall experience with the software.
- Users report that while Total Expert has strong marketing tools, it faces challenges in areas like reporting and mobility compared to Redtail Technology. Users have expressed a desire for improved functionality in these areas, indicating that while Total Expert is effective for marketing, it may not fully meet the needs of those requiring robust reporting features.
Pricing
Entry-Level Pricing
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Total Expert
No pricing availableFree Trial
Redtail Technology
Free Trial is available
Total Expert
No trial information availableRatings
Meets Requirements
8.6
184
8.5
129
Ease of Use
8.7
205
8.3
127
Ease of Setup
8.5
115
7.7
98
Ease of Admin
8.7
62
8.4
100
Quality of Support
8.8
174
8.6
126
Has the product been a good partner in doing business?
9.0
64
8.9
103
Product Direction (% positive)
8.5
185
9.4
109
Features by Category
Email Marketing
Not enough data
7.8
77
|
Verified
Not enough data
8.4
72
|
Verified
Not enough data
8.0
74
|
Verified
Not enough data
8.0
70
|
Verified
Online Marketing
Not enough data
7.2
64
|
Verified
Not enough data
7.7
69
|
Verified
Not enough data
7.0
58
|
Verified
Not enough data
7.2
63
|
Verified
Not enough data
6.8
49
Lead Management
Not enough data
8.3
65
|
Verified
Not enough data
7.5
63
|
Verified
Not enough data
8.2
59
|
Verified
Not enough data
7.3
53
|
Verified
Not enough data
8.5
62
|
Verified
Not enough data
7.3
49
Not enough data
8.6
61
|
Verified
Not enough data
8.4
60
|
Verified
Campaign Management
Not enough data
8.0
59
|
Verified
Not enough data
7.6
55
|
Verified
Not enough data
7.0
47
|
Verified
Not enough data
6.8
45
Social
Not enough data
6.1
46
Not enough data
7.3
62
|
Verified
Not enough data
7.2
51
|
Verified
Not enough data
6.9
52
Not enough data
6.1
45
Reporting & Analytics
Not enough data
7.6
70
|
Verified
Not enough data
6.5
55
|
Verified
Not enough data
6.9
51
|
Verified
Not enough data
6.9
48
|
Verified
Not enough data
6.1
47
Platform
Not enough data
7.6
66
|
Verified
Not enough data
8.3
61
|
Verified
Not enough data
8.3
67
|
Verified
Not enough data
7.2
48
|
Verified
Not enough data
6.8
50
|
Verified
Not enough data
7.9
65
|
Verified
Not enough data
7.5
53
|
Verified
Agentic AI - Marketing Automation
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
Integration
Not enough data
8.1
66
|
Verified
Not enough data
7.5
65
|
Verified
Not enough data
7.8
57
|
Verified
Loan Services
Not enough data
8.4
62
Not enough data
8.2
58
Not enough data
8.1
58
Not enough data
7.9
56
Client Management
Not enough data
8.4
60
Not enough data
8.2
58
Not enough data
8.6
63
Agentic AI - Mortgage CRM
Not enough data
5.3
10
Not enough data
5.7
10
Not enough data
5.8
10
Not enough data
5.9
9
Not enough data
5.7
10
Not enough data
6.0
10
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
8.2
29
Platform Additional Functionality
7.6
100
7.1
22
8.7
118
7.6
29
7.9
96
7.9
22
7.6
101
6.7
25
6.6
80
7.7
23
Platform Reporting and Analytics
8.1
93
6.5
28
6.9
78
6.5
20
Customer Support
8.4
97
Feature Not Available
8.0
98
7.6
26
8.1
102
8.1
25
7.9
94
7.3
24
Marketing Automation
7.0
81
8.1
28
7.6
90
7.8
27
6.6
82
7.5
29
Sales Force Automation
6.9
83
7.4
22
8.2
99
8.0
23
6.1
72
Feature Not Available
5.9
72
Feature Not Available
6.9
73
Feature Not Available
Agentic AI - Financial Services CRM
6.5
17
Not enough data
Categories
Categories
Shared Categories
Redtail Technology and Total Expert are categorized as Financial Services CRM
Reviews
Reviewers' Company Size
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Total Expert
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
63.9%
Banking
14.3%
Real Estate
9.5%
Marketing and Advertising
5.4%
Wine and Spirits
0.7%
Other
6.1%
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
Total Expert has no more discussions with answers
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