Review Detail

 
Redtail CRM Hot
CRM Software
by a4a-manage     May 28, 2009    
rogerh417

View all my reviews (2)
Overall rating 
 
 
3.4
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Good solid CRM for starting RIA's

I find this software adequate and very competitively priced. I believe they are continueing to develope the platform to meet the needs of today's advisor.

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