Compare Redtail Technology and Wealthbox CRM 
Featured Products
At a Glance
Market Segments
Small-Business (90.8% of reviews)
Small-Business (94.3% of reviews)
Entry-Level Pricing
Contact Us
$59.00 Per Month
Redtail 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 plansWealthbox CRM
Star Rating
(105)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 overall user satisfaction, boasting a significantly higher G2 Score compared to Wealthbox CRM. Users appreciate the platform's user-friendly navigation and the ability to easily check in on top priorities each day, making it a reliable choice for small businesses.
- According to verified reviews, Wealthbox CRM stands out for its intuitive design and ease of use, with users highlighting how it keeps all client notes, tasks, and follow-ups organized in one place. This feature helps users stay on top of relationships and compliance, which is crucial in the financial services industry.
- Users say that Redtail Technology offers a solid experience for staying organized, particularly praising its contact list management. However, some users have noted that it can struggle to meet specific workflow needs, indicating potential configuration challenges for more complex operations.
- Reviewers mention that transitioning to Wealthbox from Redtail was mostly seamless, with the interface making it easy to get up to speed. The mobile app's functionality and the ease of managing tasks and workflows are frequently highlighted, showcasing Wealthbox's commitment to enhancing productivity.
- G2 reviewers highlight that while both platforms have strong support features, Wealthbox CRM edges out slightly with a higher score in ease of administration and support analytics. Users appreciate the ongoing innovation from Wealthbox, which adapts to the evolving needs of the financial services sector.
- According to recent feedback, Redtail Technology has a robust reporting feature that users find beneficial, but it falls short in automation and messaging capabilities compared to Wealthbox. Users of Wealthbox appreciate its seamless integration with multiple software programs, enhancing its overall value.
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
181
9.1
80
Ease of Use
8.6
186
9.3
80
Ease of Setup
8.5
98
8.8
26
Ease of Admin
8.8
60
9.5
18
Quality of Support
8.8
171
8.9
78
Has the product been a good partner in doing business?
9.0
62
9.4
18
Product Direction (% positive)
8.5
182
8.8
69
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
105
7.9
51
Platform Additional Functionality
7.5
94
8.3
47
8.6
114
8.8
59
7.9
95
8.7
50
7.6
100
8.5
53
6.6
80
7.7
38
Platform Reporting and Analytics
8.0
92
7.4
51
6.9
78
6.3
32
Customer Support
8.4
96
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
50
8.2
95
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
86.0%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.4%
Other
2.9%
Financial Services
95.2%
Investment Management
3.8%
Insurance
1.0%
‐
‐
Other
0.0%
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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