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Q4 Desktop VS Redtail CRM

Compare Q4 Desktop VS Redtail CRM and see what are their differences

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Contents:
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Q4 Desktop logo Q4 Desktop

Q4 Desktop is an all-in-one data aggregation platform that makes things possible for you with its IR program into a single platform.

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Q4 Desktop Landing page
    Landing page //
    2022-11-17
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Q4 Desktop 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 Q4 Desktop and Redtail CRM)

Q4 Desktop

Redtail CRM

Finance
46 46%
Finance
54% 54
Business & Commerce
34 34%
Business & Commerce
66% 66
CRM
0 0%
CRM
100% 100
Office & Productivity
100 100%
Office & Productivity
0% 0

User comments

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What are some alternatives?

When comparing Q4 Desktop and Redtail CRM, you can also consider the following products

YCharts - YCharts is a financial software solution providing investment research tools including stock charts, stock ratings and economic indicators.

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

Sentieo - The Modern Equity Research Platform by Buysiders for Buysiders

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

EquityRT - Easy to use web-based platform that gives you the flexibility you need without compromising your access to innovative tools and extensive coverage of high quality data.

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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