| Redtail | Junxure | Wealthbox | Grendel | AppCrown | Salesforce Financial Services Cloud | SmartOffice | |
|---|---|---|---|---|---|---|---|
| Price | $65 per month per database | Cloud: $65 per user per month; Program: $41 per user per month (3 user minimum) | $29 per user per month | $75 per user per month to 1.5 basis points | Per user per month. On average, $120/user/month | Announced at availability (2016) | $30- $85 per user per month |
| Cloud/program | Cloud-based | Both | Cloud-based | Cloud-based | Cloud-based | Cloud-based | Cloud-based |
| Mobile app | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Client portal | ✖ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Database importing | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Security features | Multifactor authentication | Encrypted firewalls and SSL technology | Encryption, SSL, two-factor authentication | Encryption | Two-factor authentication, field-level encryption | Global audit compliance; "Salesforce Shield" is an add-on | Encryption, SSL, global audit compliance |
| Risk profiling | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| To do lists & alerts | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Report generator | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Automatic back-up | ✔ |
✔
(up to two weeks) |
✔ | ✔ |
✔
(weekly) |
✔
(up to 90 days) |
✔ |
| Data aggregation | ✔ | ✔ | ✔ | ✔ |
✔
(via Albridge, Aqumulate) |
✔ | ✔ |
| Bulk emailing | ✔ | ✔ | ✔ | ✔ |
✔
(Up to 1000 a day and able to integrated with 3rd party emailing services) |
✔ | ✔ |
| In-software team messaging | ✖ | ✖ | ✔ | ✔ |
✔
(via via Salesforce Chat) |
✔ | ✔ |
| System training |
✔
(Redtail University) |
✔
(Webinars and private training) |
✔
(One-on-one demos, onboarding program, phone training) |
✔
(In-app video and knowledge library, phone, webinar, email, on-site) |
✔
(Webinar and custom) |
✔
(Salesforce University) |
✔
(Free webinars, on-demand video library, training manuals and custom training) |
| Single or multiple office use |
✔ |
✔
(Multi-office use) |
✔
(Both) |
✔
(Both) |
✔
(Both) |
✔
(Both) |
✔
(Both) |
| Integrations | Charles Schwab Portfolio Center, Fidelity, Pershing, RBC, Scottrade, SEI, TD Ameritrade, TradePMR, IPS Advisor Pro, LaserApp, Quik!, Advicent, asi, Cashflow insite, eMoney, FinanceLogix, inStream, MoneyGuidePro, Money Organizer Pro, Money Tree software, Right Capital, WealthTrace, Docupace, Laserfiche, netdocuments, Citrix Sharefile, Trumpet, Advent, Albridge, Aqumulate, AssetBook, Blueleaf, Boss, BridgePortfolio, Broadridge, ByAllAccounts, Orion Advisor Services, PortfolioPathway, TRX, Wealth Access, cerado, globalRelay, LiveOffice, Smarsh, Advisors Gateway, Advisor Launchpad, Advisor Products, AdvisorWebsites.com, BillGood Marketing, Constant Contact, Demandforce, Broadridge, MailChimp, Marketing Pro, Precise FP, SendOutCards, Copytalk, Mobile Assistant, Voice2insight, AdvisoryWorld, Morningstar, FinaMetrica, HiddenLevers, Pocket Risk, Riskalyze, Jive, Monmouth Telecom | Advent, Albridge Solutions, Docupace, LPL Financial, TD Ameritrade, Netx360, Orion Advisors, Schwab Openview and Portfolio Center, Worldox, Finance Logix, Tamarac Advisor Xi, CitiesDigital, MoneyGuidePro, Envestnet, Black Diamond, LaserApp, Morningstar | Albridge, Blueleaf, MoneyGuidePro, LaserApp, QuickForms, Box, Dropbox, Google Drive, Google Calendar, AWeber, Constant Contact, MailChimp, Twilio, SLack, Twitter | Aqumulate, Albridge, ASI, Alliance of Comprehensive Planners, Assetbook, Blueleaf, Outlook, Charles Schwab, DST Vision, Envestnet, Fidelity, First Rate, Fox Financial Planning Network, Hidden Levers, Laser App, MoneyGuidePro, National Financial, RBC, Scottrade, TD Ameritrade, Trust Company of America | MGP, eMoneyAdvisor, FinanceLogix, Advicent, Orion, BlackDiamond, BridgePortfolio, Advent, Envestnet, Tamarac, LaserApp, DocuSign, OFAC (anti-money laundering), TDA, Schwab, NFSC/Fidelity, Pershing/PAS, SEI, DST, DTCC, DAZL | Advisor Software, Informatica, Yodlee | Advicent Solutions, AdvisoryWorld, AIG, Albridge, AllState Life & Annuity, American National, AnnuityNet, APPS, APS Workflow, Aqumulate, Aviva, Axa, MONY, Banner (Legal & General), Broadridge / Investigo, Charles Schwab, Constant Contact, Copytalk, DAZL, Docupace, DST FAN Mail, eMoney Advisor, EMSI, e-Relationships, eTFile, ExamOne, Express Imaging, Fidelity WealthCentral, Finance Logix, Financial Computer, FOLIOfn, Genworth (Life & LTC), ING, Intellisys, John Hancock, Laser App, Laserfiche, LifeSpeed, Lincoln Benefit, Lincoln Financial (Life & Annuity), LPL Financial, MailChimp (GlobeRunnerSEO), MarketingLibrary, Mass Mutual, MetLife, Mobile Assistant, MoneyGuidePro, MorningStar, MS Office, Mutual of Omaha, National Financial Services LLC, Nationwide, North American (Life & Annuity), Pacific Life, Paperclip, Pershing, Portamedic, Principal, Protective, Prudential, Quik!, Raymond James, RightBridge, RSA Medical, Rydex, SBLI, Securian, Securities America, SEI, Sterne Agee, Sun Life, Superior Mobile, SureLC, TD Ameritrade, Transamerica, Trust Company of America, VitalForms, VitalSales Suite, Walnut Street Securities, West Coast Life, William Penn, WinFlex, Zurich Life |
Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
