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Docoh VS Redtail CRM

Compare Docoh VS Redtail CRM and see what are their differences

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Contents:
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  2. » Videos
  3. » Reviews
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Docoh logo Docoh

A free website to help you make better investment decisions

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Docoh Landing page
    Landing page //
    2023-07-29

  • Research companies, investment themes, and technology trends with the most powerful SEC filing search.
  • Use 10-K & 10-Q comparisons, sentiment analysis, new/removed word lists, and XBRL financial data charts.
  • Stay updated on companies and technologies with filing email alerts by company or keyword.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Docoh

Website
docoh.com
Pricing URL
Official Docoh Pricing
$ Details
free
Platforms
Browser iOS
Release Date
2019 March
Edit details

Redtail CRM

Website
corporate.redtailtechnology.com
Pricing URL
-
$ Details
-
Platforms
-
Release Date
-
Edit details

Docoh videos

+ Add

Free Company Research for Better Investment Decisions | Docoh Review

More videos:

  • Review - Super-easy way to read SEC filings (review of DOCOH)

Redtail CRM videos

+ Add

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

Category Popularity

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

Docoh

Redtail CRM

Finance
76 76%
Finance
24% 24
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 Docoh and Redtail CRM. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, Docoh seems to be more popular. It has been mentiond 18 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.

Docoh mentions (18)

  • How do you search for stocks?
    You can find other great investors' holdings here: https://www.dataroma.com/m/home.php or https://capedge.com/ or https://www.reddit.com/r/SecurityAnalysis/search?q=Letters%20and%20Reports%20author%3A%22Beren-%22&restrict_sr=on&sort=new&t=all. Source: over 1 year ago
  • Differences in 10-Ks from Year-to-Year
    You can try docoh.com (here's Google for example). Source: almost 2 years ago
  • How do you read 10-K filings to make the analysis more efficient?
    Thanks for your help. Didn't know about the docoh.com site. Looks pretty useful. Source: about 2 years ago
  • Help, question
    Good insight on dilution. Most frequent way is through an offering you can use this website to check each. Source: about 2 years ago
  • We created a powerful tool for value investors // Stock Unlock
    I also spoke to the CEO of docoh.com multiple times. They have MANY users per month with great SEO. Source: about 2 years ago
View more

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 Docoh and Redtail CRM, you can also consider the following products

BamSEC - Financial research made easier

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

OpenInsider - OpenInsider is an SEC Form 4 insider screener that allows you to monitor the insider trading filings for insider buying and selling.

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

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

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.

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