UGRU CRM Software vs Redtail
Return to Comparisons View Complete List
|
UGRU
|
Redtail
|
|||||
|
Advisor Pro
|
|
|||||
| CRM | ||||||
| Territory Management | ||||||
| Interaction Tracking | ||||||
| Task Management | ||||||
| Email Segregation | ||||||
| Call Segregation | ||||||
| Task Segregation | ||||||
| Past Due Segregation | ||||||
| Today/Tomorrow/Week Segregation | ||||||
| Lead Only | ||||||
| By Importance | ||||||
| Assign Task to Calendar | ||||||
| Task Search | ||||||
| Users Can Play Multiple Roles | ||||||
| Data Management | ||||||
| Validation | ||||||
| Duplication Recognition | ||||||
| Archiving | ||||||
| Import Mapping | ||||||
| Mass Import | ||||||
| Mass Export | ||||||
| Granular Search Filter | ||||||
| Saved Searches | ||||||
| Contact | ||||||
| Activity | ||||||
| Opportunity | ||||||
| Account | ||||||
| Customizable Data Fields | ||||||
| Convert Individual File to Entity (One Click) | ||||||
| Change Primary to Spouse (One Click) | ||||||
| Contact Tagging System | ||||||
| Lead Management | ||||||
| Lead Source | ||||||
| Lead Web Capture | ||||||
| Lead Routing | ||||||
| Mass Reassignment | ||||||
| Lead Referral Tracking | ||||||
| Lead Segmentation | ||||||
| Sales | ||||||
| On Demand Call Scripts | ||||||
| Team Selling | ||||||
| Pipeline Management | ||||||
| Quote Generator | ||||||
| Proposal Generator | ||||||
| Joint Lead Management | ||||||
| Marketing | ||||||
| Built-in email Included | ||||||
| Integrated with Outlook | ||||||
| Mass email Included | ||||||
| MASS Emails per Batch (over 20k per day) | ||||||
| View emails through CRM | ||||||
| Keep Existing email | ||||||
| Email Saved for Audits | ||||||
| Red Flag word search | ||||||
| Email and Mail merge wizards | ||||||
| Automation | ||||||
| Design Editor | ||||||
| Drip | ||||||
| Compliance | ||||||
| HIPAA | ||||||
| FINRA | ||||||
| Security | ||||||
| Encryption Strength - A+ | ||||||
| Security Headers A or B | ||||||
| Secure Offsite Data Storage | ||||||
| Backup and Disater Recovery | ||||||
| Redundant Locations | ||||||
| Financial Planning | ||||||
| Third Party Integrations | ||||||
| Aggregation | ||||||
| Goal-Based Planning | ||||||
| Needs Analysis | ||||||
| Advisor Analytics | ||||||
| Cash Flow Planning | ||||||
| Estate Planning | ||||||
| Advanced Planning | ||||||
| Investment Planning | ||||||
| Retirement Income | ||||||
| Decision Center (Recommends) | ||||||
| Market Dynamics | ||||||
| Liquid Asset Priority | ||||||
| Destination Trax | ||||||
| Reverse Mortgage | ||||||
| Mortgage Acceleration | ||||||
| Roth Ira Conversion | ||||||
| Guaranteed Income Benefit | ||||||
| Term Life/LTC Calculator | ||||||
| Fixed Asset Reallocation | ||||||
| Advisor Branded Media | ||||||
| Native CRM Integration | ||||||
| Allows for Pre-Retirement Cash Flow Planning | ||||||
| Integration with Account Aggregation | ||||||
| Accounts for Budgeting of Replacement Costs | ||||||
| Built-in Budgeting and Cash Flow | ||||||
| Ability to Adjust Life Premiums/Face Values in any Year | ||||||
| Total Control over Printing | ||||||
| Ability to Perform any and all Advanced "What-If" Scenarios | ||||||
| Input Spousal Data Separately | ||||||
| Ability to set Client and Spouse Retirement Dates Independently | ||||||
| Ability to set independent SS start years for client and spouse | ||||||
| Ability to control withdrawals using 70.5 required minimum distributions | ||||||
| Ability to control withdrawals using 72t Distributions | ||||||
| Investment Account Payout Method Control | ||||||
| Reverse Mortgage tools displays either amount needed to fund or surplus | ||||||
| Reverse Mortgage tool allows for surplus reinvestment into existing account | ||||||
| Ability to plan Reverse Mortgages years into the future of the plan | ||||||
| Ability to spread tax bill of Roth conversion over multiple years | ||||||
| Ability to start and stop asset withdrawals in any year | ||||||
| Ability to start a new asset in any year, even after retirement | ||||||
| Ability to set tax inclusion rate on each asset separately | ||||||
| Report that aggregates asset withdrawal taxes in every year | ||||||
| Ability to set unique RoR on each asset | ||||||
| Assets listed w/Data (values, years utilized, contributions, RoR, taxes etc...) | ||||||
| Ability to account for dividend rates | ||||||
| Ability to account for turnover rates | ||||||
| Tests for short and long term cap gains taxes within one account | ||||||
| Accounts for transaction costs per year and transaction frequency | ||||||
| Account Distribution auto calculates withdrawal limits and distribution penalties | ||||||
| Annuity Planning allows for premium bonuses, GIB return, and exclusion ratios | ||||||
| Ability to Account for Fixed Assets (D.B. Pension Plans/Annuitized Annuities) | ||||||
| Control Over Pensions Between the Two Spouses Separately | ||||||
| Ability to Set an Annual COLA Rate for Fixed Assets | ||||||
| Ability to Have Pensions and Other Assets Pay a Death Benefit to Cash Flow | ||||||
| Displays When You'll Probably Run Out of Money (AKA "Gap funding") | ||||||
| Multiple Layers of Annual Inflation of Income and Expense | ||||||
| Displays Life Expectancy Using IRS Unisex Mortality Tables | ||||||
| Displays Total Current Value of Assets and Annual Contributions | ||||||
| Accounts for Any and All Types of Assets | ||||||
| Displays Assets Needed After Non-asset Incomes are Accounted For | ||||||
| Comes With a Detailed Fact Finders for Gathering Data From Clients | ||||||
| Comprehensive Training that Shows Users how to Do Everything | ||||||
| Ability to Save Hard Copies of a Plan to Hard Drive | ||||||
| Business Management | ||||||
| Bookkeeping | ||||||
| Unlimited Bank Accounts | ||||||
| Reports to Dashboard | ||||||
| Record/Process Accounting Transactions | ||||||
| Accounts Payable/Receivable | ||||||
| General Ledger, P&L and Balance Sheet | ||||||
| Invoicing | ||||||
| Purchase Order | ||||||
| Query, reconcile, drilldown, journal, timesheet | ||||||
| Permissions Based | ||||||
| Workflow Management | ||||||
| Linear workflows | ||||||
| "If, Then" Logic Workflows | ||||||
| Trigger Automation | ||||||
| "Jump to" Tasks | ||||||
| Workflow Task Synced to Calendar | ||||||
| Pre-Built Workflows | ||||||
| Operation Templates | ||||||
| Staff Acquisition | ||||||
| Staff Maintenance | ||||||
| Staff Termination | ||||||
| Client Acquisition | ||||||
| Client Maintenance | ||||||
| Client Termination | ||||||
| Vendor/Partner Acquistion | ||||||
| Vendor/Partner Maintenance | ||||||
| Vendor/Partner Termination | ||||||
| Document Management | ||||||
| Total Storage Greater than 5 GB/user | ||||||
| File Size up to 50 MB | ||||||
| Permissions Based | ||||||
| Drag/Drop | ||||||
| Thumbnail View | ||||||
| Search | ||||||
| W.O.R.M. (Write Once Read Many) | ||||||
| File Collaboration | ||||||
| Audio Formats | ||||||
| Video Formats | ||||||
| Image Formats | ||||||
| Doc Formats | ||||||
| PDF Formats | ||||||
| Excel Formats | ||||||
| PPT Formats | ||||||
| Operations Library | ||||||
| Tagging Codes | ||||||
| Tagging Code List | ||||||
| Tagging Code Search | ||||||
| Tagging Code Manager | ||||||
| Email Manager | ||||||
| Document Manager | ||||||
| Scripts Manager | ||||||
| Collateral - Templates | ||||||
| Human Resources | ||||||
| Employee Handbook Template | ||||||
| Staff Aqcuisition email/doc templates | ||||||
| Staff Maintenance email/doc templates | ||||||
| Staff Termination email/doc templates | ||||||
| Calendar | ||||||
| Group Calendar | ||||||
| Calendar invite via email | ||||||
| Internal Communications | ||||||
| Business Planning | ||||||
| Pro forma Builder | ||||||
| Communicates with CRM | ||||||
| Reporting | ||||||
| Key Performance Indicators (KPI's) | ||||||
| Dashboards | ||||||
| Real Time | ||||||
| Sales Forecasting | ||||||
| Pipeline | ||||||
| User Activity | ||||||
| Standard Reports | ||||||
| Custom Reports | ||||||
| Email Analytics | ||||||
| Crystal Reports | ||||||
| Email Reports | ||||||
| Report Export | ||||||
| Campaign ROI Reporting | ||||||
| Mobile Functionality | ||||||
| Free | ||||||
| Calendar | ||||||
| Group | ||||||
| Calendar invite via email | ||||||
| Client File Data | ||||||
| View | ||||||
| Add | ||||||
| Edit | ||||||
| Delete | ||||||
| Click-to-Call | ||||||
| Opportunities | ||||||
| View | ||||||
| Add | ||||||
| Edit | ||||||
| Delete | ||||||
| Workflows | ||||||
| View | ||||||
| Add | ||||||
| Edit | ||||||
| Delete | ||||||
| Tasks | ||||||
| View | ||||||
| Add | ||||||
| Edit | ||||||
| Delete | ||||||
| Internet Access | ||||||
| Client Portal | ||||||
| Documents | ||||||
| Mobile | ||||||
| Android | ||||||
| Apple iOS | ||||||
| Browser | ||||||
| Chrome | ||||||
| Safari | ||||||
| Firefox | ||||||
| Permissions | ||||||
| Roles | ||||||
| Territory | ||||||
| Documents | ||||||
| Support | ||||||
| 1 on 1 Training | ||||||
| Business Hours support | ||||||
| Customization | ||||||
| eDocument Migration | ||||||
| eMail Set up | ||||||
| File Migration | ||||||
| Free Demo | ||||||
| Live Chat support | ||||||
| On Demand Training Video | ||||||
| Service Level Agreement (SLA) | ||||||
| Training Video Library | ||||||
| Training Webinar | ||||||
| Zapier App Integrations | ||||||
| Partner Relationship Mngmt (PRM) | ||||||