CRM Showdown
Wealthbox vs.
Redtail CRM
Clunky? Hard to use? Glitchy? Don’t let Redtail CRM hold you back. Wealthbox is the new, modern CRM for financial advisors with an amazing user experience. No training required. Compare the two now. Game on!
Full access. No credit card needed.
Advisors are switching from Redtail CRM to Wealthbox in droves.
Find out why – and how.
Wealthbox
Wealthbox is the most modern CRM in the market, offering advisors with intuitive “sign up and go” simplicity to get started with ease. Try it now.
Redtail CRM
Redtail is the oldest CRM in the market, having been around for 20 years. Virtual and onsite classroom-style training are offered to get started.
Wealthbox is the #1 rated CRM for financial advisors
Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealthtech CRMs by G2, the leading software review site.
“We find that nearly 12% of Redtail users are thinking about switching to Wealthbox…”
T3 / Inside Information Survey, January 2024
“Wealthbox Raises $31 Million After Converting Salesforce and Redtail CRM Users and Leaping Up the Marketshare Ranks.”
RIABiz, March 2022
“Market Leader” Wealthbox “has surpassed Redtail adoption in the RIA channel…”
Source: Kitces AdvisorTech Report, August 2023
RIA Market Share: Growth Rates 2022 – 2023
Source: T3 / Inside Information Survey, March 2023
“We switched from Redtail CRM to Wealthbox and have never looked back. We love all the integrations and ease of use.”
Babette Switzer
Vice President of Operations
Provident Wealth Advisors
Tortuga Financial
Happy Switchers
Tortuga Financial switched from Redtail to Wealthbox. They couldn’t be happier. Wealthbox is “actually fun to use.” Watch now.
Wealthbox Evangelist Diana Cabrices chats with Mike Maynes, Founder of Tortuga Financial, to discuss how his team uses Wealthbox.
10 reasons why Wealthbox is the best Redtail CRM alternative for financial advisors
1. Simple Onboarding
Switching from Redtail to Wealthbox is super easy. Advisors can simply “sign up and go” to start using Wealthbox immediately. Free data migration and a dedicated onboarding representative help make it a simple – and fast – switch.
2. Beautiful Interface
Widely known for its elegant design, Wealthbox’s sleek interface is modern, intuitive, and efficient in its usability. It makes a big difference in the user experience for advisors. Wealthbox is sign-up-and-go simplicity, and unlike Redtail, there’s no training required!
3. Powerful Features & Integrations
Wealthbox is an advanced and full-featured CRM product designed for financial advisors. Contacts, tasks, workflows, calendar, reports, and more — it’s all here to help you grow. Integrations with industry custodians and wealth-tech partners ensure Wealthbox is your central hub to manage your practice.
4. Collaborative Activity Stream
Wealthbox’s social network-style activity stream on the dashboard allows advisors to quickly post CRM updates such as new contacts, tasks, and workflow assignments. You can notify coworkers, comment on activity, and collaborate like never before. It’s like a private social network for your team.
5. Email Sync with Wealthbox Mail
The difference between Redtail and Wealthbox email integrations is night-and-day. Wealthbox actually fuses CRM with email functionality in Wealthbox Mail. This two-way sync connects your inbox, letting you manage your emails all in one place without leaving Wealthbox. Client emails can be viewed on the contact record page, and you can even add multiple client email addresses (personal, business) to the same contact record.
6. Flexible Workflows
Goodbye complexity, hello simplicity! Creating a workflow template in Wealthbox is as simple as making a list. You can also add conditional logic to workflow sequences for added flexibility. It’s simple to set up and easy to follow the steps, ensuring nothing falls through the cracks.
7. Highest-Rated Mobile App in Advisor CRM
Enjoy the highest-rated mobile app in wealth-tech – from Wealthbox. Look up contacts, enter notes, schedule meetings, and see what’s happening at the office in the activity stream. The Wealthbox mobile app is fully synced with your web-based Wealthbox account.
8. Workspaces for Teams
The “home office” of advisor networks can manage their remote teams with separate Wealthbox workspaces. The easy drop-down menu allows you to switch into different workspaces to collaborate with separate groups. Create customized templates for automated workflows and publish them to each CRM workspace to establish standardized practices that help grow your business.
9. Amazing Support
We’re here when you need us! Connect by telephone, screen-sharing, or email with our responsive and friendly support team. Wealthbox also has a knowledge base, video tutorials, and daily webinars to answer questions.
10. 10,000+ Redtail Defectors
Join the club. You’ll be in good company with over 10,000 advisory firm professionals who’ve made the switch from Redtail to Wealthbox. More join every day! Switching is fast and easy with our onboarding specialists and secure data migration system. Let’s do this!
Wealthbox vs. Redtail CRM: What users are saying…
We could talk more about the differences between Wealthbox and Redtail CRM, but we’ll let the users speak for themselves. As you’ll see, Wealthbox is the winner.
Capterra Reviews
Ease of Use
Customer Service
Features
Value for Money
G2 Reviews
Ease of use
Ease of setup
Ease of admin
Quality of support
Dashboard
Mobility
Contract management
Capterra Reviews
Ease of Use
Customer Service
Features
Value for Money
G2 Reviews
Ease of use
Ease of setup
Ease of admin
Quality of support
Dashboard
Mobility
Contract management
All ratings are as of May 2023
Trusted by premier advisory firms
Keep your Redtail CRM data, import with ease.
Wealthbox has the team and tools to make the switch from Redtail CRM truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way. It’s fast and easy!
What advisors say…
“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”
Catherine Chaney Bowman
DMK Advisor Group
“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”
Charesse Spiller
Fintech Consultant at Level Best
Upgrade to Wealthbox.
Join the club!
Thousands of advisors have switched from Redtail to Wealthbox – with ease. You can too.
Full access. No credit card needed.
