MoneyGuide vs Redtail CRM
| MoneyGuide | Redtail CRM | |
|---|---|---|
| Free plan | No | No |
| Free trial | Yes | Yes |
| Paid from | $33.33/mo | $3.25/mo |
| Open source | No | No |
| Platforms | iOS, macOS, Web, Windows | Web, iOS, Android |
| Client portal | Yes | — |
| Free plan | — | No |
| Paid from | — | 39 /user/mo |
Both are listed in Best Financial Advisor Software. On Samsung Mobile US Press, MoneyGuide scores higher on our published basis.