Software Alternatives, Accelerators & Startups
Register | Login

BamSEC VS Redtail CRM

Compare BamSEC VS Redtail CRM and see what are their differences

Wallester
Walletser is a FREE expense management and card-issuing solution for businesses. ZERO fee for service and top-up for all cards. Issue 300 virtual cards instantly for free. EU BINs and whitelisting. featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

BamSEC logo BamSEC

Financial research made easier

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • BamSEC Landing page
    Landing page //
    2022-11-09
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

BamSEC videos

No BamSEC videos yet. You could help us improve this page by suggesting one.

+ Add video

Redtail CRM videos

+ Add

Day-to-Day Habits: Using the Redtail CRM Daily

Category Popularity

0-100% (relative to BamSEC and Redtail CRM)

BamSEC

Redtail CRM

Finance
71 71%
Finance
29% 29
Business & Commerce
0 0%
Business & Commerce
100% 100
Investing
100 100%
Investing
0% 0
CRM
0 0%
CRM
100% 100

User comments

Share your experience with using BamSEC and Redtail CRM. For example, how are they different and which one is better?
Log in or Post with

Social recommendations and mentions

Based on our record, BamSEC seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

BamSEC mentions (2)

  • Is it possible to query the market caps of stocks on Google Sheets?
    I tried and failed. I manually went through hundreds of 10k/q's using bamsec.com to pull outstanding shares and then calculated it in Sheets by pulling price for the specific date. I factored in dilution if it happened between the 10k/q I was looking at and the date I needed market cap for. Sounds tedious but it wasn't too horrible using bamsec. TradingView also has a historical market cap indicator that you can... Source: over 2 years ago
  • Best sites for DD
    Check out bamsec.com and fintel.io for past financial statements. Source: about 3 years ago

Redtail CRM mentions (0)

We have not tracked any mentions of Redtail CRM yet. Tracking of Redtail CRM recommendations started around Mar 2021.

What are some alternatives?

When comparing BamSEC and Redtail CRM, you can also consider the following products

EdmundSEC - The most powerful search tool for financial documents, with free access to transcripts and table downloads!

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

alphasense - AlphaSense finds information on companies, data and themes from within millions of research documents in seconds, all with ONE simple search.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Sentieo - The Modern Equity Research Platform by Buysiders for Buysiders

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

Loading...