Software Alternatives, Accelerators & Startups

Redtail CRM VS Ziggma

Compare Redtail CRM VS Ziggma and see what are their differences

Redtail CRM logo Redtail CRM

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

Ziggma logo Ziggma

Ziggma is the web-based Investment Portfolio Management Software that makes investing easy.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • Ziggma Landing page
    Landing page //
    2023-08-01

Redtail CRM videos

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

Ziggma videos

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Category Popularity

0-100% (relative to Redtail CRM and Ziggma)
Finance
31 31%
69% 69
Business & Commerce
100 100%
0% 0
Trading
0 0%
100% 100
CRM
100 100%
0% 0

User comments

Share your experience with using Redtail CRM and Ziggma. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, Ziggma seems to be more popular. It has been mentiond 4 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Redtail CRM mentions (0)

We have not tracked any mentions of Redtail CRM yet. Tracking of Redtail CRM recommendations started around Mar 2021.

Ziggma mentions (4)

  • Best Stock Tracking Apps | Best portfolio management apps
    I recently started using ziggma.com , still has some limitations but I love the app, one of the best trackers and some pretty cool features like a super easy to use stock screener, stock simulator, back testing, easy aggregation, ... Source: about 1 year ago
  • Searching for an easy way to keep up with the latest stock market trends?
    Our unique, next-level Portfolio Stock Tracker App is specifically designed to help you monitor and optimize your investment portfolio more effectively. Sign up to achieve your wealth-building goals with serenity. For more information visit us at https://ziggma.com/. Source: over 1 year ago
  • Worried about the Diversified Stock Portfolio?
    Investment diversification protects your money from adverse stock market conditions. Here we provide you with the best Diversified Stock Portfolio. If you’re not already a Ziggma user, it’s time to join the leading platform for technology-enabled investing solutions for self-directed investors. For more information visit us at https://ziggma.com/. Source: almost 2 years ago
  • Free stock screeners
    If you are looking for a free stock screener then ziggma is the best option for you. Building a stock screener with a best-in-class user experience was imperative for us. We built sliding scales and we stick to the essential ratios instead with search results that update continuously as the search parameters are adjusted on the sliding scales. For more information please visit us at https://ziggma.com/. Source: almost 2 years ago

What are some alternatives?

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

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

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

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

eMoney - eMoney is software that provides shippers an innovative source for their end-to-end encrypted transactions.

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.

SimCorp Dimension - Investment Portfolio Management