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Redtail again tops RIA in a Box’s CRM Category in their annual survey

Category: Survey
Thank you

RIA in a Box’s 2021 technology survey results were posted yesterday, and Redtail CRM had a very strong showing in what RIA in a Box deems the “most popular technology solution” category. As they also note, “Each standard Redtail database subscription package includes up to 15 users for the same all-in cost,” noting that other popular vendors price their databases on a per-user basis. You can learn more here about how Redtail’s pricing differentiates us from our competitors (along with nine other reasons Redtail may be the solution you’ve been looking for).

We are always thrilled to be recognized as a leader in this industry and humbled by the trust Redtail subscribers place in us; our efforts will continue to try to reward that trust with solutions that improve your day-to-day business operations.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.