Jun '23 (edited) in AdvisorTech
Upset about new Redtail pricing? Considering moving to Wealthbox?
Here are some of the pros and cons of moving to Wealthbox:
💰 Pricing (Annual rates):
Redtail Basic: $39/user/mo
Wealthbox Basic: $45/user/mo
➡️ But most firms will need:
Redtail Growth: $59/user/mo
Wealthbox Pro: $59/user/mo
So yes, Redtail has gotten significantly more expensive - in our case, about 3x, but is now actually the same price as Wealthbox per user.
📈 Some Pros of Wealthbox:
- Direct integration with Outlook/Google email & calendar
- Can create tasks directly from emails
- More modern UI - to some its easier, to others not so much
- Multiple opportunity pipelines (and Kanban :)
- Workflow task due dates based on previous task completion
- No Frank the Unicorn
📉 Some Cons of Wealthbox:
- no (native) Automations
- no sequential workflows with the ability of multiple tasks (within steps) open at the same time
- limited contact search capabilities and fewer bulk actions
- less functional event planning tool (Projects vs. Seminars)
We'd love to hear from you! Are you a Redtail user considering Wealthbox? What features are important to you?
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Upset about new Redtail pricing? Considering moving to Wealthbox?
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