Hey Redtail Users!

Get a Demo on Why Redtail Users Switch to Wealthbox

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

Demo agenda – 30 minutes

1

Features Overview

See the functionality of Wealthbox in action. Experience the “aha moment” in discovering ease of use in modern, collaborative CRM.
2

Productivity Spotlight

Learn about AI capabilities, customized workflows, form pre-populating tools, contact role assignment, and email-to-CRM automations.
3

Integration Show-and-Tell

Watch how Wealthbox integrates with your tech stack. Learn about our 150+ tech integrations that advisors love.
4

CRM Data Migration

Discover the ease – and speed – of switching to Wealthbox.
5

Q&A Session

Ask questions and get answers from a Wealthbox specialist.

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“There is no comparison when you look at those two [CRM] softwares… As an independent consultant who uses these systems day to day, I cannot and will never compare it to Redtail, because Wealthbox definitely blows it out of the water.”

Kristen Schmidt, Founder, RIA Oasis

$4.2B AUM

60+ Users on Wealthbox

98% User Adoption

Get a Demo on Why Redtail Users Switch to Wealthbox

Next Step: Start your free trial!

“…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

RIA Market Share: Growth Rates 2025

Try Wealthbox for free.