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Redtail CRM VS Q4 Desktop

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

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Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Redtail CRM logo Redtail CRM

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

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 Landing page
    Landing page //
    2021-09-26
  • Q4 Desktop Landing page
    Landing page //
    2022-11-17

Redtail CRM videos

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

Q4 Desktop videos

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Category Popularity

0-100% (relative to Redtail CRM and Q4 Desktop)

Redtail CRM

Q4 Desktop

Finance
58 58%
Finance
42% 42
Business & Commerce
66 66%
Business & Commerce
34% 34
CRM
75 75%
CRM
25% 25
Office & Productivity
0 0%
Office & Productivity
100% 100

User comments

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What are some alternatives?

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

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

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

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

Sentieo - The Modern Equity Research Platform by Buysiders for Buysiders

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.

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.

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