Redtail CRM vs. State Street Alpha
| 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 |
 State Street Alpha | N/A | N/A | State Street Alpha is an investment portfolio management platform that aims to bring together real-time data and intelligence across the investment lifecycle to help users make better decisions and deliver growth for their clients. The vendor states Alpha lets clients manage any assets in any market and streamline their day-to-day processes — helping to facilitate innovation, better inform investment decisions, optimize returns and streamline business operations. | N/A |
| Redtail CRM | State Street Alpha | |||||||||||||||
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| Editions & Modules |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
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| Redtail CRM | State Street Alpha | |
|---|---|---|
| Likelihood to Recommend | 8.0 | - |
| Usability | 9.0 | - |