Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time

The 2022 T3/Inside Information Advisor Software Survey Results are in!

Category: Survey
Market Leading CRM Tool - Blog Feature

Bob Veres and Joel Bruckenstein recently shared the results from their annual survey of the software advisors are using along with their satisfaction levels with those technologies. Per their report on this year’s survey, in regard to the CRM Tools Category:

“Redtail has to be considered the dominant program in the most dominant category of the survey.”

With 4,495 respondents in their survey this year, we’re honored to have achieved the #1 market share in the CRM Tools Category with an average rating from those users of 8.17 and the #3 market share in the Document Management Category with an 8.28 average rating from users. We understand that you as advisors have many tech options from which to choose in this space and we are humbled and appreciative once again at the love you pour out each year toward Redtail’s solutions.

You can read the report in its entirety here.

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.