Three-way CRM comparison for advisory firms

Redtail vs. Junxure: which CRM to choose

Junxure is now AdvisorEngine CRM, and Junxure Desktop has been in maintenance mode since 2022. If you’re choosing your next CRM, here is how Redtail and AdvisorEngine compare on price, workflows, and AI, and why many firms pick a CRM built on AI instead.

An advisor and a client reviewing a plan together on a laptop

Hundreds of advisory firms have already made the switch to Slant

4-C Personal Wealth Management
AdviceOnly
AECH Financial
Aegis Financial Advisory
Aequitas Financial
Ahead Full Wealth
Albility Planning
Alder Cove Capital, LLC
alfonso | conrad
Align Financial Solutions
ALNA Wealth
Always Ready Financial Planning
Arven Wealth Management
Ascend Wealth
Awakenfinancialdesigns
Black Dog Wealth
Bluepoint Wealth
Brightview Financial
Catalyze Wealth Management
Clariti Wealth
Clear Insight Wealth Management
ClearPoint Wealth Management
Cochran Wealth
Coram Deo
Csenge Advisory Group
Curio Wealth
Current Wealth Management
Defining Wealth
Dental Wealth Partners
Elevated Wealth Advisory Group, LLC
Envision Financial Planning
Esmeralda Quintero, CFP® | Iarann Wealth
Everman Wealth & Prosperity
Experience Your Wealth
Fiat Wealth Management
Finn Wealth Management
Five Cedars
Formynder Wealth Management
Fortress Capital Advisors
Fyooz Financial Planning
Garcia Financial Planning
Garza Financial Planning, LLC
GenFi
GoalVest Advisory
Goggans Group Inc
Greenway Wealth Advisors
Harriswealthmgmt
Hayes Wealth Advisors
Highbrook Capital Partners
Ignite Financial
Instar Financial Planning
Integrated Wealth Advisors
Investably LLC
Irishcapitalkc
Jantz Wealth Solutions
Kelly Klingaman Financial Planning
Lake Norman Financial Group
Launch Wealth
LEGES Wealth Management
Line Seven Capital
MDRN Wealth
Milestonemoney
Morton Financial Advice
Mt. Juliet Advisors
Make The Memory Financial Planning
N Financial Plans
Next Mission Financial Planning
Ninety Nine Wealth
Nodawealth
Northbrook Financial Planning
Oakmont Advisory
Oleada Financial
Optometry Wealth Advisors
Parklanefinancialgroup
Pavilion Financial Planning
Peak Asset Management
Plan For It Financial
Presidio Advisors
Proactive Planning Wealth Advisory
Reel Financial Planning
Refined Wealth
Retirement Matters
Ryerson Financial
Sammonswealth
Sherman Wealth
Shipwright Advisors
Small Victories Wealth
SmartPro Financial
Sonoma Wealth Advisors
Spark Wealth Advisors
Stardust Wealth
Storgate
Styra Wealth Management
Sunpointe Investments
Sutro Advisors
Sweetgrass Financial Planning
Talley Wealth
Tapparo Capital Management
Tiburon Asset Management
Toler Financial Group
Total Wealth DSM
Trinity Wealth
TruMix Advisors
Waypoint Financial Group
Wealth Being Advisors
White Sand Wealth Management
Winding Trail Financial Planning, LLC
YGC Wealth
Access Financial Planning
Aligning Wealth
Back 40 Financial
Bassett Financial Advisors
Behl Wealth Management
Buff Your Finances
Common Sensonomics Wealth Management
Endeavor Advisors
Fiduciary Financial Advisors
Flores Wealth Planning
Focal Point Financial Group
HSP Advisors
Insight Personal Finance
Kaylin Dillon Financial Planning
Mountain Legacy Family Wealth Partners
Omega² Wealth Management
Palmer Wealth Planning
PROFi Professional Finance
Sandlot Wealth
The Coleridge Group
Trella Wealth
Upstream Financial Advisors
ValueWealth Services
Wealthcare for Women
“The leap fromRedtailto Slant isindescribable.”
Frank Mahoney, Chief of Staff at WinCap Financial
Frank MahoneyChief of Staff, WinCap Financial

See the third option

Moved, set up, and supported from day one.

  1. Step 1

    Bring your data

    Upload a Redtail database backup, or the CSV files from AdvisorEngine’s Database Export. Contacts, households, and notes come over, and you review everything before going live.

  2. Step 2

    Your onboarding manager

    You get time with an onboarding manager, step-by-step docs written for advisors, and weekly Slant University webinars.

  3. Step 3

    AI starts working

    From the first meeting, Slant takes notes, drafts follow-ups, and surfaces the clients who need attention this week.

Redtail vs. Junxure vs. Slant, line-by-line

FeatureRedtailJunxure (AdvisorEngine)Slant
AI meeting notetaker
Meeting chat
Client chat
AI automations
WorkflowsAdd-on
Two-way email syncAdd-on
Custom dashboards
Projects
Opportunity tracking
Document extraction
Email sequencing
PDF filler
Data enrichment
Brand kit

Where Redtail and Junxure actually differ.

  • Price and packaging

    Redtail is cheaper. AdvisorEngine includes more.

    Redtail is $39 to $59 per user per month, but workflows and email sync are in its Growth plan only and Launch is capped at five users. AdvisorEngine CRM, formerly Junxure, is $69 per user per month with a three-user minimum and every feature included, from workflows to Office 365 email sync and dashboards.

  • AI and notetaking

    Neither has AI of its own.

    Redtail and AdvisorEngine both rely on third-party notetakers: Jump or GReminders for Redtail, Jump, Zeplyn, or Zocks for AdvisorEngine. Each is a separate subscription on top of the CRM.

  • The third option

    If you’re moving anyway, move to AI.

    Slant includes the notetaker, AI chat about any client, AI automations, intake forms, and document extraction in one plan at $150 per seat, so your next CRM doesn’t need a stack of add-ons.

Common questions

Moving anyway? See the third option.

One 30-minute call. Migration support from day one to done.