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!

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Full access. No credit card required.

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Advisors are switching from Redtail CRM to Wealthbox in droves.
Find out why – and how.

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Wealthbox Logo Square White

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 Logo Square

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 2023 ratings for the best wealth-tech CRMs by G2, the leading software review site.

G2 Fall 2023 awards for Wealthbox CRM G2 Fall 2023 awards for Wealthbox CRM
RIA Biz Logo

“Wealthbox Raises $31 Million After Converting Salesforce and Redtail CRM Users and Leaping Up the Marketshare Ranks.”

RIABiz, March 2022

Image of Award for being the Market Leader in AdvisorTeech CRM

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

Source: Kitces AdvisorTech Report, August 2023

kitches.com logo

RIA Market Share: Growth Rates 2022 – 2023

Wealthbox CRM had a 59.6% RIA market share increase from 2022 to 2023.
Redtail CRM had a 16.3% RIA market share decline from 2022 to 2023.

Source: T3 / Inside Information Survey, March 2023

Provident Wealth Logo

“We switched from Redtail CRM to Wealthbox and have never looked back. We love all the integrations and ease of use.

Babette Switzer of Provident Wealth Recommends Wealthbox

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.

"Spend time figuring out your clients, not your CRM" quote shown on a fortune cookie

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! 

Wealthbox mobile and desktop screenshots

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.

Wealthbox Features Icons

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.

"We switched from Redtail to Wealthbox, and I'm very impressed. The Wealthbox interface is really elegant, like an iPhone user experience. Wealthbox is a game-changer for our business." Eric Negron, CEO of Forefront Wealth Partners recommends Wealthbox

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.

Wealthbox Mail Icon

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.

Wealthbox Workflows Screenshot

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.

Wealthbox iOS and Android Mobile Apps

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.

Image representing Wealthbox Workspaces for Teams

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.

Wealthbox support team

10. 8,000+ Redtail Defectors

Join the club. You’ll be in good company with over 8,000 financial advisors 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.

Wealthbox Logo White
Redtail CRM Logo

Capterra Reviews

Ease of Use

4.8
3.9

Customer Service

4.6
4.0

Features

4.4
3.9

Value for Money

4.8
4.2

G2 Reviews

Ease of use

9.4
8.7

Ease of setup

9.4
8.7

Ease of admin

9.6
8.8

Quality of support

9.0
8.9

Dashboard

8.7
8.5

Mobility

8.3
8.1

Contract management

9.4
8.9

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

Wealthbox Logo White
4.8 stars
4.6 stars
4.4 stars
4.8 stars
9.4 / 10
9.4 / 10
9.6 / 10
9.0 / 10
8.7 / 10
8.3 / 10
9.4 / 10
Redtail CRM Logo
3.9 stars
4.0 stars
3.9 stars
4.2 stars
8.7 / 10
8.7 / 10
8.8 / 10
8.9 / 10
8.5 / 10
8.1 / 10
8.9 / 10

All ratings are as of May 2023

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!

Image of folders representing the easy data migration from Redtail CRM to Wealthbox

What advisors say…

“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”

Image of Catherine Chaney Bowman of DMK Advisor Group

Catherine Chaney Bowman

DMK Advisor Group

“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”

Image of Charesse Spiller Fintech Consultant at Level Best

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.

Try Wealthbox Free

Full access. No credit card required.

Book a Demo
Image of Amber, Head of Customer Migrations at Wealthbox