Advisors Assistant vs. Redtail CRM
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 Advisors Assistant | Score6 out of 10 | N/A | Advisors Assistant is Client Management Software for Financial Services Professionals that combines CRM, Insurance Tracking, and Portfolio Management in one program, with Insurance Commission and Document Management also available, from FMG Suite headquartered in San Diego. | N/A |
 Redtail CRM | Score8.9 out of 10 | N/A | Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost. | $20 per month |
| Advisors Assistant | Redtail CRM | |||||||||||||||
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| Editions & Modules | No answers on this topic |
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| Offerings |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| Advisors Assistant | Redtail CRM | |
|---|---|---|
| Likelihood to Recommend | - | 8.0 |
| Usability | - | 9.0 |