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Contexxia VS Redtail CRM

Compare Contexxia VS Redtail CRM and see what are their differences

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Contexxia logo Contexxia

Enabling Transparency in SEC Filings

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Contexxia Landing page
    Landing page //
    2020-07-03
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Contexxia videos

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Redtail CRM videos

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

Category Popularity

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

Contexxia

Redtail CRM

CRM
19 19%
CRM
81% 81
Business & Commerce
0 0%
Business & Commerce
100% 100
Finance
19 19%
Finance
81% 81
RSS Reader
100 100%
RSS Reader
0% 0

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What are some alternatives?

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

Docoh - A free website to help you make better investment decisions

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

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

Seeking Alpha - Be the first to know about news and market moving analysis on the stocks you follow.

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.

Sentieo - The Modern Equity Research Platform by Buysiders for Buysiders

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