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Redtail CRM VS Backstop Solutions

Compare Redtail CRM VS Backstop Solutions and see what are their differences

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Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.

Backstop Solutions logo Backstop Solutions

Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Backstop Solutions Landing page
    Landing page //
    2023-10-01

Redtail CRM videos

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

Backstop Solutions videos

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Whiteboard video for Backstop Solutions

Category Popularity

0-100% (relative to Redtail CRM and Backstop Solutions)

Redtail CRM

Backstop Solutions

Finance
47 47%
Finance
53% 53
Business & Commerce
100 100%
Business & Commerce
0% 0
Trading
0 0%
Trading
100% 100
CRM
100 100%
CRM
0% 0

User comments

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What are some alternatives?

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

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

CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.

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

Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.

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.

HiddenLevers - HiddenLevers gives genuine business insight to C-Suites of financial institutions, customers, and productivity from the whole firm right down to the individual’s business.

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