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Compare advisor CRMs

Redtail vs Wealthbox

The same facts for both tools, side by side. Each tool's profile shows the date and source link for every fact. Firm size appears only where the vendor states it. We don't pick a winner.

Redtail
$39 a month for one person (our sum)
Firm sizeSolo2-56-2021+
29 data in2 data out1 two-way3 single sign-on
Wealthbox
$59 a month for one person (our sum)
Firm sizeSolo2-56-2021+
24 data in18 data out7 two-way9 single sign-on
Redtail
Wealthbox
Starting price
From $39/user/mo
From $59/user/mo
One person, cheapest plan (our sum)
About $39 a month
About $59 a month
Where the price came from
Checked on the vendor's site · Oct 6
Checked on the vendor's site · Oct 6
Price on their own site
Yes
Yes
Firm size
Solo2-56-2021+
Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)
Vendor says
Solo2-56-2021+
Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)
Vendor says
Schwab
Schwab Advisor Center · Data in + single sign-on checked
Data in + single sign-on checked
Fidelity
Fidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedData in checked
Fidelity (Wealthscape) · Data in + single sign-on checked
Pershing
Pershing (NetX360) · Data out + single sign-on checked
Listed, no detail given checked
Axos Advisor Services
Data in checked
Axos · Data in checked
TradePMR
Data in checked
None listed
Aegon TFA (Transamerica Financial Advisors)
Data in checked
None listed
Raymond James
Data in checked
None listed
Securities America
Data in checked
None listed
Altruist
Listed, no detail given checked
Data link, direction not stated checked
LPL Financial
None listed
LPL Financial (ClientWorks) · Data in + single sign-on checked
AssetMark
None listed
Data in checked
Betterment
None listed
Data in checked
RBC
None listed
Data in checked
SEI
None listed
Data in + single sign-on checked
Fusion
None listed
Data out checked
Connection costs
Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch.
Checked on the vendor's site · Oct 6Redtail pricing page
Connection cost: not stated on the Wealthbox pages we read (Oct 7).
Leaving later
Admins or the database owner can request a full database backup, downloaded as a zipped MySQL file.
Checked on the vendor's site
Contacts export to CSV at any time; a full backup can be requested as XML or JSON from Settings.
Checked on the vendor's site
Fits best if (our judgement)
Not assessed yet
Not assessed yet
Full profile
Redtail profile
Wealthbox profile