Software Alternatives, Accelerators & Startups

Redtail CRM VS Capdesk

Compare Redtail CRM VS Capdesk and see what are their differences

Redtail CRM logo Redtail CRM

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

Capdesk logo Capdesk

Capdesk platform takes your capitalisation table out of Excel and onto a secure cloud platform.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Capdesk Landing page
    Landing page //
    2023-10-10

Redtail CRM videos

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

Capdesk videos

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Category Popularity

0-100% (relative to Redtail CRM and Capdesk)
Business & Commerce
100 100%
0% 0
Equity Management
0 0%
100% 100
Finance
100 100%
0% 0
Cap Table Management
0 0%
100% 100

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What are some alternatives?

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

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

Ledgy - The European equity management solution. Manage your cap table, investor relations, and equity plans professionally, from the start. Arm yourself with the best-in-class data security and streamline your equity management processes.

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

Carta - Carta’s platform of software and services lays the groundwork so you can focus on building the future.

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.

Vestd - Vestd is the only platform you need to create tax-efficient share schemes and manage equity. Purpose-built for UK companies.