# Redtail Technology vs Vestmark

**Leader by Vioscale score:** Redtail Technology

| Attribute | Redtail Technology | Vestmark |
|---|---|---|
| **Vioscale score** | 52.5 (37% (low)) | 31.2 (8% (low)) |
| deployment.options | `{"cloud":true}` | - |
| description.long | Purpose-built CRM for financial advisors that centralizes client data, automates workflows, and helps firms maintain compliance with SEC and FINRA requirements. | An integrated platform that helps wealth management firms streamline portfolio operations, optimize tax efficiency, and scale client relationships through combined software, advisory tools, and operational services. |
| features.capabilities | `{"pricing_model":"flat_monthly_per_user","schwab_fidelity_pershing_custodial_data_sync":true,"sec_finra_compliant_email_and_document_archiving":true}` | `{"client_facing_white_label_portal_and_mobile_app":true,"automated_portfolio_rebalancing_and_tax_loss_harvesting":true}` |
| integrations.count | 3 | 2 |
| integrations.list | `[{"name":"Orion"},{"name":"Schwab"},{"name":"eMoney"}]` | `[{"name":"Vanguard Custom Model Portfolios"},{"name":"250+ asset managers (via model marketplace)"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | - |
| platform.support | `{"web":true}` | - |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Launch","summary":"$39/user/mo annual or $45/user/mo monthly","features":["Contact and Account Management","Detailed Contact Reporting","Customizable Segmentation","Access to 100s of Integrations","Secure Mobile App"],"minSeats":1,"components":[{"kind":"per_unit","unit":"user","amount":39,"period":"month","currency":"USD"}],"description":"Up to 5 users","contactSales":false,"includedLimits":{"users":"5"}},{"free":false,"name":"Growth","summary":"$59/user/mo annual or $65/user/mo monthly","features":["Everything in Launch","Imaging","Speak (compliant texting)","Process Workflows","Automation Triggers","Viewing Permissions","Document Storage"],"components":[{"kind":"per_unit","unit":"user","amount":59,"period":"month","currency":"USD"}],"description":"Unlimited users. Most popular.","contactSales":false},{"free":false,"name":"Enterprise","summary":"Custom pricing. Minimum commitment required.","commitment":"annual","description":"Custom pricing for larger teams and advisor networks","contactSales":true}],"summary":"From $39/user/mo. 30-day free trial included.","currency":"USD","freeTier":false,"sourceUrl":"https://redtailtechnology.com/pricing","retrievedAt":"2026-08-24T09:47:12.303Z","freeTrialDays":30,"startingPrice":{"unit":"user","amount":39,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | - |
| pricing.free_tier | no | - |
| pricing.model | commercial | commercial |
| pricing.price_level | mid | - |
| pricing.starting_price | `{"amount":39,"currency":"USD"}` | - |
| pricing.transparent | yes | - |

## Capabilities (Wealth Management)

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

*Source: Vioscale. Generated 2026-09-01T17:30:41.847Z. "-" = undocumented, not absent.*