Redtail CRM vs Wealthbox

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM

AdvisorEngine

charles

SmartOffice

Compare Redtail CRM and Wealthbox based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Scheduling

Calendar Management

Client Management

Collaboration Tools

Contact Database

Contact Management

Customer Database

Customizable Fields

Customizable Reports

Data Import/Export

Document Management

Document Storage

Email Management

Email Marketing

Event Triggered Actions

For Financial Institutions

For Insurance Industry

For Startups

Interaction Tracking

Lead Management

Mobile App

Pipeline Management

Process/Workflow Automation

Reminders

Reporting & Statistics

Reporting/Analytics

Sales Pipeline Management

Search/Filter

Tagging

Task Management

Task Scheduling

Workflow Management

Redtail CRM

Android

Web-based

iPad

iPhone

Insurance Broker

I love that it's built like an Investment software so many of the fields are already related to Finance which is right in the alley for Insurance. And my favorite feature of all is the Reminder.

Customize fields which is super important because there are certain things that we keep track of that is unique to us and wouldn't necessarily be popular fields found in CRMs.

Executive Assistant

Quicklist feature at the top is super helpful for people you regularly need to contact. Templated notes makes note taking for things like tax season really easy.

Partner

They deny that they have a problem and do not understand financial planning.

Administrative

The reporting area is the most-complex, time-consuming, difficult, complicated, horrific, stressful thing I've ever witnessed in my 30+ years in the workforce.

Licensed Practice Operations Coordinator

This software allows me to do everything I need and then some. If I ever need help customer service has been the best.

Advisor

There is a serious lack of training at the initial on-boarding. Also, the biggest negative - the customer service team needs a lot of work.

Finance Intern

I like the simplicity of the software. It is easy to use and all of the buttons are very distinctive.

president

Great software, very user friendly, easily implemented and integrated with other software platforms.

Owner

Ease of use, amount of resources and linking features is great.

Client Service Specialist

We absolutely recommend Redtail to anyone looking for an efficient and affordable CRM.

Financial Planner

There were a number of integrations with other companies that were useful.

President

There are many fields and options to tailor to your business needs. The subscription models for the # of users you get for the price is a great deal.

Office Manager

The downside is there isn't a way to customize things.

We have been users of RedTail for 10+ years and only utilize a small portion of what is available, yet the $ spent is well worth it.

Director, Revenue Analytics

As far as I know, there is no way to get reminders (a la Outlook) for appointments. I now need to constantly monitor my calendar.

Financial Advisor

Redtail is relatively intuitive and easy to use.

Redtail CRM screenshot: The dashboard gives users an overview of their daily tasks and reminders

Redtail CRM screenshot: Customizable workflows can be used to automatically generate and track activity

Redtail CRM screenshot: The contract record timeline records account notes, activity, and data changes in a single screen

Redtail CRM screenshot: Activities can be customized and scheduled for multiple users, clients, and guests

Redtail CRM screenshot: A range of client and account reports are built in

Freelancers

Large Enterprises

Mid Size Business

Small Business

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

AdvisorEngine is a cloud-based wealth management software designed to help businesses, such as investment advisors, brokerage firms, and banks, manage investments, contacts, marketing, and more. Key features include a client portal, financial planning, billing, reporting, and digital onboarding.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers.

Access Controls/Permissions

Calendar Sync

Campaign Management

Drag & Drop

Email Templates

Lead Capture

Mobile Access

Relationship Tracking

Template Management

Third-Party Integrations

Wealthbox

Linux

Windows

For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be helpful for growing firms as well.

Financial Specialist

I am very pleased with Wealthbox. I have recommended this software to several of my colleagues and others outside my company.

It really is intuitive and friendly and the staff and helpline are all about finding out what you need and making it happen. Very nice addition to the CRM space.

Investment Advisor

When compared to other programs, it's difficult to find dislikes.

Great experience, ease of use has me implementing it more than previous trials.

Financial Advisor/Owner

From day 1 when we started the free trial, it's been outstanding.

I like the ability to link up emails to contacts so that I have a record of communication.

The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts, etc.).

Client Service Associate

We enjoy the workflow feature, the ease of which you can add tasks, and the fact that the entire team's CRM is integrated with each other.

Principal/Advisor

We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our tech stack and custodian.

Director of Marketing

Most user friendly CRM we've ever used. I love that everything you need access to, relative to a contact, is all in one place.

Financial advisor

The integrations are awesome also. Bonus:  I have added many other pieces of Fintech to the practice after being exposed to them through joint webcasts that I tapped into through Wealthbox.

Founder/Financial Planner

It also offers integrations with almost any other software your firm may use. I especially like the optional email integration and think its worth the extra cost.

Operations

Mailmerge fields are limited, as are integrations with the other platforms we use.

Ease of use, customer service, intuitive software.

Operations Manager

The main thing I miss from using RedTail is the option to have and add additional users at no cost.

Our investment software, financial planning software, marketing software, email, phone system, compliant text messaging... literally everything funnels back into wealthbox.

Certified Financial Planner™ practitioner 

Wealthbox customer service is always available to troubleshoot and fix.

Wealthbox screenshot: Wealthbox Activity Stream: Share CRM activity updates in a live, real-time stream to keep track of what's happening and communicate with your partners and assistants.

Redtail CRM vs Wealthbox Comparison (2026)

Redtail CRM

Wealthbox

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives