Hey Redtail users! đź‘‹

Get a Demo on Why Redtail Users Switch to Wealthbox

Join a Wealthbox specialist for an overview of the #1-rated CRM for financial advisors. Let us show you why thousands of advisors are switching from Redtail to Wealthbox.

Demo agenda – 30 minutes

  • Features Overview: See the functionality of Wealthbox in action. Experience the “aha moment” in discovering ease of use in modern, collaborative CRM.

  • Productivity Spotlight: Learn about task management, customized workflows, form pre-populating tools, contact role assignment, and email-to-CRM automations.

  • Integration Show-and-Tell: Watch how Wealthbox integrates with custodians and over 100 wealthtech products that advisors love.

  • CRM Data Migration: Discover the ease – and speed – of switching to Wealthbox, and the “white glove” service for securely importing data.

  • Q&A Session: Ask questions and get answers from a Wealthbox specialist.

Prefer to join a daily webinar? Sign up here.

“We find that nearly 12% of Redtail users are thinking about switching to Wealthbox…”

T3 / Inside Information Survey, January 2024

“Market Leader” Wealthbox “has surpassed Redtail adoption in the RIA channel…”

Source: Kitces AdvisorTech Report, August 2023

Have any questions?

Let’s talk about your CRM needs.

Award showing Wealthbox as the highest-rated CRM in wealthtech.

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