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Best Redtail Alternatives ranked by AI · updated Aug 2026
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Redtail is a CRM and practice-management platform built for financial advisors, broker-dealers, and wealth-management firms. It supports client records, calendars, workflows, compliance-related documentation, and integrations.
Top 6 Redtail alternatives
Wealthbox is a web-based CRM software designed for financial advisors with features like contact management, task management, and integrations with popular tools.
Starting at $35 per user per month
AdvisorZen is a practice-management and client-relationship platform for independent financial advisors. It centralizes advisor workflows, client information, and business operations in a...
Pros
- Designed specifically for financial-advisor workflows
- Combines client management and practice operations
- More focused than general-purpose CRM platforms
Cons
- Less widely adopted than Wealthbox or Redtail
- Limited publicly documented pricing and integrations
- May offer less customization than Salesforce
AdvisorEngine is a digital wealth management platform that includes CRM functionality along with portfolio management tools and client engagement features.
Pros
- Integrated investment management
- Client portal for collaboration
Cons
- Limited customization options
- Higher price point
Contact sales for pricing
5
Practifi
Practifi
Practifi is a wealth management CRM and practice-management platform built on Salesforce for financial advisory firms. It centralizes client relationships, workflows, service...
Pros
- Strong CRM and workflow automation for growing advisory firms
- Highly configurable for different service models and operating processes
- Benefits from Salesforce integrations and ecosystem connectivity
Cons
- Portfolio accounting and investment functionality may require integrations
- Implementation is typically more involved than WealthERP
- Pricing is not publicly listed
6
Hubly
Hubly
Hubly is a workflow and CRM platform for financial advisors and wealth-management teams. It emphasizes repeatable processes, task automation, client-service workflows, and...
Pros
- Strong focus on repeatable advisor workflows
- Useful for standardizing client-service processes
- More operationally focused than general CRMs
Cons
- Less broadly established than Redtail or Wealthbox
- Not a full financial-planning or portfolio platform
- Public pricing is limited
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