Review Detail
Overall rating
3.5
Company
4.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
4.0
Client Portal
3.0
Integration
4.0
Security
4.0
Pricing
5.0
A good CRM system and getting better.
Overall I am positive on Redtail. They seem to be aware of the needs of advisors and are constantly improving the platform. I'm an old geezer, and it's taking me a little longer than I had hoped to learn the system.
User Review
The Good
Pricing
The Bad
Harder to learn than I thought it should be
The Bottom Line
A good solid CRM for most small RIAs
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