Review Detail
Overall rating
3.8
Company
4.0
Software Support
5.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
4.0
Integration
4.0
Security
4.0
Pricing
5.0
Good CRM specifically for advisors
Just beginning to use Redtail but am very satisfied so far. Should become a very valuable tool to my business going forward.
User Review
The Good
Developed specifically for advisors, integration with MoneyGuide Pro, good pricing.
The Bad
Does not pull account data from my B/D (LPL Financial).
The Bottom Line
Just beginning to use Redtail but am very satisfied so far. Should become a very valuable tool to my business going forward.
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