Review Detail
Overall rating
4.8
Company
5.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
5.0
Productivity
5.0
Client Portal
5.0
Integration
5.0
Security
5.0
Pricing
5.0
worthwhile investment; glad i'm using Redtail.
i'm glad i selected Redtail; it's been a worthwhile investment.
User Review
The Good
it is a thorough package; oriented towards financial advisors; links to many other packages without major problems; internet-based and available wherever you have a connection.
The Bad
internet based; only as fast as your connection
The Bottom Line
good package to invest your money and time;
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