---
description: Compare Redtail CRM vs AdvisorEngine. Learn more about each of the software’s price, features, and helpful software reviews for Irish business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Redtail CRM vs AdvisorEngine Comparison - Capterra Ireland 2026
---

Breadcrumb: [Home](/) > [Contact Management Software](/directory/30016/contact-management/software) > [Redtail CRM \<span\>vs\</span\> AdvisorEngine](https://www.capterra.ie/compare/121349/175684/redtail-crm/vs/advisorengine)

# Compare Redtail CRM vs AdvisorEngine

Canonical: https://www.capterra.ie/compare/121349/175684/redtail-crm/vs/advisorengine

> Detailed comparison between Redtail CRM and AdvisorEngine. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Redtail CRM | AdvisorEngine |
| **Overall rating** | 4.1/5 | 4.4/5 |
| **Total Reviews** | 85 | 24 |
| **Starting Price** | US$39.00 | - |
| **Free Trial** | Yes | - |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | - |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | - |

## Best for

### Redtail CRM

CRM solution which assists businesses of all sizes with client data management, workflows, email marketing and data exports.

### AdvisorEngine

AdvisorEngine is a wealth management software provider to investment advisors, brokerage firms, and banks.

## Key features

### Redtail CRM

- Activity Dashboard
- Alerts/Notifications
- CRM
- Client Management
- Contact Management
- Customer Database
- Customisable Reports
- Data Import/Export
- Document Management
- Interaction Tracking
- Lead Management
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Workflow Management

### AdvisorEngine

- Activity Dashboard
- Alerts/Notifications
- CRM
- Cash Flow Management
- Channel Management
- Client Management
- Contact Management
- Customer Database
- Customisable Reports
- Data Import/Export
- Document Management
- Fund Management
- Interaction Tracking
- Investments Tracking
- Lead Management
- Real-Time Data
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Workflow Management

## Links

- [View Redtail CRM Profile](https://www.capterra.ie/software/121349/redtail-crm)
- [View AdvisorEngine Profile](https://www.capterra.ie/software/175684/advisorengine)
- [View Original Comparison](https://www.capterra.ie/compare/121349/175684/redtail-crm/vs/advisorengine)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Redtail CRM vs AdvisorEngine Comparison - Capterra Ireland 2026","description":"Compare Redtail CRM vs AdvisorEngine. Learn more about each of the software’s price, features, and helpful software reviews for Irish business users.","url":"https://www.capterra.ie/compare/121349/175684/redtail-crm/vs/advisorengine","about":[{"@id":"https://www.capterra.ie/software/121349/redtail-crm#software"},{"@id":"https://www.capterra.ie/software/175684/advisorengine#software"}],"breadcrumb":{"@id":"https://www.capterra.ie/compare/121349/175684/redtail-crm/vs/advisorengine#breadcrumblist"},"@id":"https://www.capterra.ie/compare/121349/175684/redtail-crm/vs/advisorengine#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.capterra.ie/#website"},"inLanguage":"en-IE","publisher":{"@id":"https://www.capterra.ie/#organization"}},{"name":"Redtail CRM","description":"Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industrys most widely used applications.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/fd9b54c4-1809-4f8a-ab89-b0ae358f145c.png","url":"https://www.capterra.ie/software/121349/redtail-crm","@id":"https://www.capterra.ie/software/121349/redtail-crm#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.ie/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.1,"bestRating":5,"ratingCount":85},"offers":{"price":"39","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"name":"AdvisorEngine","description":"All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to investment advisors, brokerage firms, and banks.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/3f7ce2bc-ed24-484e-bc28-efde1872a395.png","url":"https://www.capterra.ie/software/175684/advisorengine","@id":"https://www.capterra.ie/software/175684/advisorengine#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.ie/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.4,"bestRating":5,"ratingCount":24},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"@id":"https://www.capterra.ie/compare/121349/175684/redtail-crm/vs/advisorengine#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Contact Management Software","position":2,"item":"/directory/30016/contact-management/software","@type":"ListItem"},{"name":"Redtail CRM vs AdvisorEngine","position":3,"item":"https://www.capterra.ie/compare/121349/175684/redtail-crm/vs/advisorengine","@type":"ListItem"}]}]}
</script>