Three-way CRM comparison for advisory firms
Wealthbox vs. Redtail:which CRM to choose
Wealthbox and Redtail are the two CRMs most advisory firms end up choosing between. Here is how they compare on price, packaging, AI, and workflows, and why a growing number of firms skip both for a CRM built on AI from the start.
Hundreds of advisory firms have already made the switch to Slant
“Partnering with Slant has upended the archaic ‘seek and find’ of information, notes, and data to create a simple, easy way for our team to serve our clients better.The only problem is that we didn’t have it sooner.”
Jake Gardner
Principal, Defining Wealth
See the third option
What a CRM looks like when it starts with AI.
Watch how an advisory firm runs on Slant: households, meeting notes, AI chat, and follow-ups in one place, with no add-ons to buy.
Where Wealthbox and Redtail actually differ
Price and packaging
Redtail is cheaper. Wealthbox charges by tier.
Redtail is $39 to $59 per user per month and puts nearly everything in its Growth plan, though Launch is capped at five users. Wealthbox runs $59 to $99 across Basic, Pro, and Premier: workflows and two-way email sync start at Pro, dashboards and custom reports at Premier.
AI and notetaking
Wealthbox sells AI. Redtail borrows it.
Wealthbox’s AI Notetaker is a $49 per-user add-on on top of any plan. Redtail has no notetaker of its own; meeting notes come from Jump, GReminders, or FinMate, each billed separately. Neither includes AI in the base price.
The third option
Neither one was built on AI.
Firm-wide chat, automations that run on the whole household, intake forms, document extraction: none of it exists in Wealthbox or Redtail at any tier. That is the gap Slant was built to close, in one plan, with the notetaker included.
Whichever you’re on, switching takes days.
- 1
Send us your export
A Wealthbox export or a Redtail database backup. Our team maps and imports your contacts, notes, tasks, and history for you, and you review everything before going live.
- 2
Your team logs in
Contacts, tasks, projects, and pipelines are where you’d expect them, plus AI on top. Most advisors are comfortable the first afternoon.
- 3
AI starts working
From the first meeting, Slant takes notes, drafts follow-ups, and surfaces the clients who need attention this week.
Wealthbox vs. Redtail vs. Slant, line by line
| Feature |  |  | Slant |
|---|---|---|---|
| Price per user, per month | $59–$99 by tier | $39–$59 by plan | $150, all-inclusive |
| AI meeting notetaker | $49/user add-on | Third-party add-on | Included |
| Firm-wide chat | |||
| Custodian chat | |||
| Client chat | Limited | ||
| Meeting chat | Limited | ||
| Workflows | Pro and up | Growth only | |
| AI automations | |||
| Two-way email sync | Pro and up | Growth only | |
| Custom dashboards | Premier and up | ||
| PDF filler | |||
| Intake forms | |||
| Document extraction | |||
| Data enrichment | |||
| Projects | |||
| Email sequencing | Limited | ||
| Opportunity tracking | Limited | ||
| Prompt customization | |||
| Brand kit | |||
| Deliverables |
Wealthbox vs. Redtail: common questions
Skip the tier chart. See the third option.
One 30-minute call. Free migration from Wealthbox or Redtail. Full support.