Side by side
MoneyGuide vs Redtail CRM
Both stand on financial advisor software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial APIiPhoneMac+2
MoneyGuide brings a broad set of planning tools and collaborative permissions into a web-based application. It is a planning tool rather than a way for clients to transact or withdraw money.
Visit MoneyGuide Free trial AndroidAPIiPhone+1
Redtail CRM offers pipeline, email, AI, and marketing capabilities across browser and mobile platforms. Its Launch user cap and yearly per-user pricing are worth checking against team size; a 30-day trial is available.
Visit Redtail CRMThe facts
| MoneyGuide | Redtail CRM | |
|---|---|---|
| Free plan | A free trial | A free trial |
| Open source | No | No |
| Runs on | API, iPhone, Mac, Web, Windows | Android, API, iPhone, Web |
| Lowest paid plan | See the plans | See the plans |
| Plans published | 14 | 7 |
| Maker | Not published | Redtail CRM |
| Website | moneyguidepro.com | redtailtechnology.com |
| On financial advisor software | #5 of 31 | #9 of 31 |
MoneyGuide: what it does well
- Online advisor-client plan collaboration
- Scenario tools model inflation and longevity
- Account linking through MX or Yodlee
- 14-day MyBlocks trial without a credit card
What to know first
- No free plan
- Clients cannot access or move funds through the app
- Listed prices exclude applicable taxes
Redtail CRM: what it does well
- Available on web, iOS, and Android
- Includes a visual sales pipeline
- Email sync and marketing automation are listed
- Offers a 30-day trial
What to know first
- No free plan
- Launch allows a maximum of five users
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