TrustRadius: an HG Insights company

Redtail CRM vs. SS&C Advent Geneva

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Redtail CRM

    Score8.9 out of 10
    N/ARedtail 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

    SS&C Advent Geneva

    N/AN/AGeneva from SS&C Advent, is a financial asset and global portfolio management solution for hedge funds, asset managers, and wealth management entities.N/A
    Pricing
    Redtail CRMSS&C Advent Geneva
    Editions & Modules
    Starter
    $20
    per month
    Basic
    $30
    per month
    Pro
    $50
    per month
    No answers on this topic
    Offerings
    Pricing Offerings
    Redtail CRMSS&C Advent Geneva
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    User Ratings
    Redtail CRMSS&C Advent Geneva
    Likelihood to Recommend
    8.0
    (8 ratings)
    -
    (0 ratings)
    Usability
    9.0
    (2 ratings)
    -
    (0 ratings)