| Product | |||
|---|---|---|---|
| Review & Ratings |
No reviews available |
No reviews available |
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| Description |
Redtail CRM is a specialized customer relationship management tool designed specifically for financial advisors. It excels in managing client data, streamlining workflow, and enhancing client communication. A standout feature is its comprehensive client record-keeping system, which includes detailed client profiles, account information, and document storage, ensuring all pertinent client data is e... Read more about Redtail CRM |
Wealthbox is a cutting-edge financial CRM software designed specifically for financial advisors and wealth management firms. It streamlines client relationship management by providing a centralized platform for tracking client interactions, managing accounts, and automating workflows. Wealthbox offers intuitive contact management, task automation, and customizable pipelines, enabling advisors to m... Read more about Wealthbox |
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| Free Trial |
30 Days
|
Available |
|
| Starting Price |
$39 Per Month |
$59 Per User |
|
| Category Features | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, iPhone, Android, | Web-Based, iPhone, Android, | |
| Pricing Model | Per User | Per User | |
| Support | Email, Phone, Knowledge Base | Email, Knowledge Base, FAQs/Forum | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
Large-Enterprise-Business
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Self-Employed,
Small-Business,
Midsize-Business,
|
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