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Redtail CRM VS echofin

Compare Redtail CRM VS echofin 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.

echofin logo echofin

Echofin helps communities grow, engage and monetize their following in ways no other platform has done so far.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • echofin Landing page
    Landing page //
    2022-09-20

Echofin is a Chat-focused, community management platform for financial teams. They offer automated subscription management, integrated billing, dashboard with business analytics metrics and unlimited users/chatrooms/history.

Echofin also provides an integrated billing solution that offers superb monetization options for those skilled and knowledgeable enough to set up trading schools, academies and communities.

Redtail CRM

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

echofin

Website
echofin.com
Pricing URL
Official echofin Pricing
$ Details
paid Free Trial $49.0 / Monthly (Unlimited users/chatrooms/history, Branding, Billing)
Platforms
Browser iOS Android Windows Mac OSX Linux
Release Date
20218 January
Edit details

Redtail CRM features and specs

No features have been listed yet.

echofin features and specs

  • Subscriptions: Create pay-to-access chatrooms and content
  • Webinars & Meetings: Create webinars and meetings
  • Custom Branding: Use your own domain, logos, branding
  • Admin Dashboard: Dashboard with business analytics, complete user, content and subscriptions management
  • Private/Public chatrooms: Create unlimited public or private chatrooms
  • Market specific message formatting: Post signals and market alerts in a pre-structured format
  • Fine grained permissions and roles: Assign custom roles and permissions to team members

Redtail CRM videos

+ Add

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

echofin videos

+ Add

Echofin Platform

Category Popularity

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

Redtail CRM

echofin

Business & Commerce
100 100%
Business & Commerce
0% 0
Communication
0 0%
Communication
100% 100
Finance
100 100%
Finance
0% 0
Chat
0 0%
Chat
100% 100

User comments

Share your experience with using Redtail CRM and echofin. For example, how are they different and which one is better?
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What are some alternatives?

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

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

MirrorFly - World's Most Scalable Voice, Video & Chat SDK for Small, Medium & Enterprises

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

chatwee - Group chat app for online communities. Used wherever visitor interaction and engagement are key to the site's functioning.

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.

Grove - Personalized financial planning for everyone

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