Software Alternatives & Reviews

Redtail CRM VS Money Guide Pro

Compare Redtail CRM VS Money Guide Pro and see what are their differences

Redtail CRM logo Redtail CRM

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

Money Guide Pro logo Money Guide Pro

Money Guide Pro is a financial planning software solution.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Money Guide Pro Landing page
    Landing page //
    2021-10-13

Redtail CRM

Categories
  • Business & Commerce
  • CRM
  • Finance
  • Sales Workflow
Website corporate.redtailtechnology.com

Money Guide Pro

Categories
  • Business & Commerce
  • Finance
  • Tool
  • Office & Productivity
Website moneyguidepro.com

Redtail CRM videos

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

Money Guide Pro videos

Retirement Planning Analysis - Money Guide Pro

Category Popularity

0-100% (relative to Redtail CRM and Money Guide Pro)
CRM
100 100%
0% 0
Accounting
0 0%
100% 100
Finance
33 33%
67% 67
Tool
0 0%
100% 100

User comments

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What are some alternatives?

When comparing Redtail CRM and Money Guide Pro, you can also consider the following products

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

Working Papers - Working Papers is flexible project management software solution.

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

Creditsafe - Creditsafe offers solutions for online commercial credit information and reports.

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.

Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.