Redtail CRM vs. Tier1 by SS&C
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 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 |
 Tier1 by SS&C | N/A | N/A | Tier1’s modular CRM, now from SS&C since the 2022 acquisition, is built specifically for capital markets and investment banking. | N/A |
| Redtail CRM | Tier1 by SS&C | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Editions & Modules |
| No answers on this topic | ||||||||||||||
| Offerings |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| Redtail CRM | Tier1 by SS&C | |
|---|---|---|
| Likelihood to Recommend | 8.0 | - |
| Usability | 9.0 | - |