vioscale
Comparison

Redtail Technology vs Wealthbox

No clear leader: Wealthbox (52.9) and Redtail Technology (52.5) are within the 5-point margin; treat as a tie. The attribute-by-attribute breakdown below, with a source and date on every value, is the honest way to compare them.

Redtail Technology full profile →Wealthbox full profile →
Machine formatsJSONMarkdownGraphQLor send Accept: application/json
Redtail Technology53
Wealthbox53
Score
Vioscale score
Redtail Technology53 / 100low · 37%updating
Wealthbox53 / 100medium · 56%updating
Pricing
Free tier
Redtail Technology✗
Wealthbox✗
Model
Redtail Technologycommercial
Wealthboxcommercial
Price level
Redtail Technologymid
Wealthboxmid
Starting price
Redtail Technology$39
Wealthbox$59
Transparent
Redtail Technology✓
Wealthbox✓
Integrations
Count
Redtail Technology3
Wealthbox150
Security
Soc2
Redtail Technology–
Wealthbox✓
Market
Availability

Capabilities

Feature-by-feature on the axes that matter for wealth management. “-” means undocumented, not absent.

Capabilities
Schwab fidelity pershing custodial data sync
Redtail Technology✓
Wealthbox-
Monte carlo retirement simulation planning
Redtail Technology-
Wealthbox-
Automated portfolio rebalancing and tax loss harvesting
Redtail Technology-
Wealthbox-
Aum fee calculation and direct billing push
Redtail Technology-
Wealthbox-
Client facing white label portal and mobile app
Redtail Technology-
Wealthbox✗
Sec finra compliant email and document archiving
Redtail Technology✓
Wealthbox✗
Risk tolerance questionnaires and scoring
Redtail Technology-
Wealthbox-
Held away asset aggregation plaid byallaccounts
Redtail Technology-
Wealthbox-
Estate and tax planning scenarios
Redtail Technology-
Wealthbox✗
SOC2 type ii
Redtail Technology-
Wealthbox✓
ISO 27001
Redtail Technology-
Wealthbox-
Pricing model
Redtail TechnologyFlat monthly per user
WealthboxFlat monthly per user

What each one is

The product in its own terms, so the numbers below have context.

Redtail Technology

Purpose-built CRM for financial advisors that centralizes client data, automates workflows, and helps firms maintain compliance with SEC and FINRA requirements.

Independently observed

Wealthbox

A CRM workspace that centralizes client records, automates business processes, and integrates email, calendar, and meeting management with native AI capabilities to help financial advisory teams operate more efficiently.

Independently observed

Pricing

List pricing as published by each vendor, with the date we read it. Always verify at the source before you buy.

Redtail Technology

from $39/user/moSubscription30-day trial

From $39/user/mo. 30-day free trial included.

  • Launch$39/user/mo annual or $45/user/mo monthly
    • Contact and Account Management
    • Detailed Contact Reporting
    • Customizable Segmentation
    • Access to 100s of Integrations
    • Secure Mobile App
  • Growth$59/user/mo annual or $65/user/mo monthly
    • Everything in Launch
    • Imaging
    • Speak (compliant texting)
    • Process Workflows
    • Automation Triggers
    • +2 more
  • EnterpriseContact sales
as of verify ↗

Wealthbox

from $59/user/moSubscription14-day trial

From $59/user/month. 14-day free trial, no credit card required.

  • Basic$59/user/month
    • Contact & household management
    • Task management
    • 1 opportunity pipeline
    • Calendar & meetings
    • 2 GB file storage
  • Pro$75/user/month
    • Everything in Basic, plus:
    • Workflows & automations
    • Two-way email sync
    • Broadcast email
    • 3 opportunity pipelines
  • Premier$99/user/month
    • Everything in Pro, plus:
    • Customizable dashboards & homepages
    • Workflow template sharing
    • API development support
    • 5 workspaces
  • EnterpriseContact sales
    • Everything in Premier, plus:
    • Enterprise SSO
    • Dedicated account manager
    • Unlimited workspaces
    • Priority enterprise support
as of verify ↗

Platform & deployment

Where each product runs and how it can be hosted. A dash means undocumented, not unsupported.

Platforms
Web
Redtail Technology✓
Wealthbox✓
iOS
Redtail Technology✗
Wealthbox✓
Android
Redtail Technology✗
Wealthbox✓
Deployment
Cloud / SaaS
Redtail Technology✓
Wealthbox✓

Integrations

What each product connects to. Counts come from the vendor's own integration directory where one exists.

Redtail Technology

3 total
  • Orion
  • Schwab
  • eMoney
Independently observed

Wealthbox

31 total
  • AdviceCloud
  • AdvisorStream
  • Amplify
  • Andes
  • AssetMark
  • Black Diamond
  • Catchlight
  • CurrentClient
  • Dispatch
  • Estately
  • Feathery
  • Finpace
  • Flourish
  • Forms Logic
  • FP Alpha
  • Gmail
  • Google Calendar
  • Mako Fintech
  • Mili
  • Outlook
  • Outlook Calendar
  • Qwil Messenger
  • RBC
  • RightCapital
  • +7 more
Independently observed

Comparison generated from independently-sourced facts. Every value links to its source and retrieval date. See the method.