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
Best Redtail CRM Alternatives ranked by AI · updated May 2025
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Redtail CRM is a popular customer relationship management software designed for financial professionals. It offers features such as client management, document storage, and workflow automation.
Price: Contact for pricing
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Top 6 Redtail CRM alternatives
Salesforce Financial Services Cloud is a CRM platform for banks, wealth managers, insurers, and financial advisors. It provides client relationship management, householding,...
Pros
- Extensive CRM, automation, reporting, and integration capabilities
- Scales well across large financial services organizations
- Supports household and relationship modeling for complex client structures
Cons
- Not a direct replacement for WealthERP's native portfolio and transaction functions
- Requires configuration, integrations, and administrator resources
- Higher cost and complexity for smaller advisory practices
From $325/user/mo
3
Junxure is a CRM and practice management software for financial advisors. It includes features like client data management, reporting tools, and integrations...
Pros
- Robust reporting capabilities
- Good customer support
Cons
- Interface can be overwhelming for new users
- Limited mobile functionality
Contact for pricing
Discovery Data is a comprehensive solution for financial services professionals to access and leverage accurate and up-to-date data on firms and professionals...
Contact for pricing
WealthERP is a cloud-based wealth management and back-office platform for Indian mutual fund distributors, financial advisors, and wealth managers. It combines client...
Pros
- Broad coverage of Indian mutual fund distribution and advisory workflows
- Combines CRM, portfolio reporting, transactions, and back-office operations
- Designed for advisor and distributor teams rather than individual investors
Cons
- More specialized for the Indian market than global wealth management platforms
- Pricing is not publicly listed
- Broader feature set can require more setup and training than portfolio-only tools
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
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