Review Detail
Overall rating
3.7
Company
4.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
2.0
Integration
4.0
Security
3.0
Pricing
5.0
Redtail does what it should and improves client records and helps organize advisors
I enjoy using redtail.
User Review
The Good
Project Leapfrog is going to be great once it is up and running. I like the increased functionality, calendaring, linking emails to accounts and ease of use.
The Bad
The client viewing permissions are not functional.
The Bottom Line
Excellent software for the price
Was this review helpful to you?
Comments
Ordering
