CircleBlack vs. Redtail: Which Makes More Sense for You?
Explore how CircleBlack’s native CRM stacks up against Redtail’s integrated CRM.
Why Advisors Compare CircleBlack and Redtail
Advisors would compare CircleBlack CRM and Redtail because both are positioned as CRM solutions for financial advisors, but they solve advisor needs in very different ways.
Redtail's Approach
Redtail treats CRM primarily as a relationship and activity management system: track who the client is, what has been communicated with them, and what tasks needed to happen with them.
vs.
CircleBlack's Approach
CircleBlack treats CRM as the authoritative client record, where the relationship, portfolio, performance, and workflows all run on the same data foundation.
In CircleBlack’s view, if CRM doesn’t understand the client’s financial reality, it can’t drive meaningful workflows.
Is CircleBlack or RedBlack a Better Fit for Your Firm?
We'll give you an honest assessment of which platform is better suited to your needs
CircleBlack is a great fit if you:
Are tired of switching between CRM, reporting, and planning tools
Seek a unified CRM, portfolio management, and financial planning experience
Want records, email, calendar, meetings, performance, planning, and documents in one interface
Look for CRM workflows triggered by assets or performance events, rather than just tasks
Redtailis a great fit if you:
Have CRM needs limited to contacts, notes, tasks, and reminders
Are comfortable keeping portfolio management and CRM in separate systems
Have primarily task-based, not data-driven, workflows
Want a CRM that tracks relationships without changing how you work
Simplify daily tasks and client interactions
Without CircleBlack
With CircleBlack
Tools, accounts, and files are siloed and scattered, making it challenging to see and manage a client’s portfolio holistically.
One central platform for advisors & clients to access all their data, accounts, and files.
Connect the tools you already use all in one platform
With CircleBlack, seamlessly integrate with 25+ best-in-class WealthTech, AdvisorTech, and FinTech solutions — spanning CRM, planning, trading, billing, and compliance — plus connect to over 17,000 financial institutions, all within a single platform.
AI-powered portfolio management starting at $550 a month
Starting at
$550
per month
$550
per month
Portfolio Management & CRM
Only the critical tools you need and nothing more; no overpaying for features you do not use
What’s included
Custodian & Heldaway Data Aggregation
Customer Relationship Management
Portfolio Reporting
Document Management
Practice Management
Investor Experience (Desktop & Mobile)
Client Billing