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

Category: Awards/Recognition, Survey
Thank you

Yesterday, RIA in a Box posted results from their annual survey in regard to the CRM Category. Per their post, “As seen in recent years, Redtail is by far the dominant leader in the RIA CRM technology category.”

The post goes on to say:

It should be noted that most leading RIA CRM software providers, including Salesforce, Wealthbox, Microsoft Dynamics, Junxure, and others, price their solutions on a per user basis. The most notable exception to this pricing model is Redtail which prices on a per database model. Each standard Redtail database subscription package includes up to 15 users for the same all-in cost.

We are always thrilled to be recognized as a leader in this industry and humbled by the trust Redtail subscribers place in us; pricing our solutions per database rather than per user is but one of the ways we try to reward that trust.

We are driven to provide advisors with new and better solutions to meet their everyday challenges, a passion this type of recognition only fuels further!

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.