Junxure vs Redtail vs Wealthbox
The three most popular CRMs for independent RIAs. An honest comparison based on 400+ implementations to help you choose the right platform for your firm's growth stage and complexity.
Quick Recommendation by Firm Size
1-5 Advisors
Most affordable, sufficient features
- Lowest cost ($39-99/user/month)
- Simple setup, minimal training
- Good for compliance-focused firms
5-20 Advisors
Best balance of features & usability
- Modern, intuitive interface
- Strong mobile experience
- Fair pricing ($49-89/user/month)
20+ Advisors
Most powerful, deeply customizable
- Advanced workflow automation
- Multi-office support
- Extensive reporting capabilities
Growing Beyond 20 Advisors or $500M AUM?
At this scale, most firms outgrow all three platforms and migrate to Salesforce Financial Services Cloud for enterprise-grade household management, compliance automation, and custodian integrations.
Feature-by-Feature Comparison
| Feature | Junxure | Redtail | Wealthbox |
|---|---|---|---|
| User Interface | Outdated, complex | Functional, dated | Modern, intuitive |
| Mobile App | Limited functionality | Basic features only | Full-featured |
| Workflow Automation | Most advanced | Basic workflows | Good automation |
| Customization | Highly customizable | Limited custom fields | Moderate flexibility |
| Reporting & Analytics | Advanced reporting | Standard reports | Good dashboards |
| Document Management | Good integration | Built-in vault | Requires integrations |
| Email Integration | Outlook only | Gmail + Outlook | Gmail + Outlook |
| Third-Party Integrations | 100+ integrations | 200+ integrations | 50+ integrations |
| Learning Curve | Steep (4-6 weeks) | Moderate (2-3 weeks) | Easy (1-2 weeks) |
| Support Quality | Excellent | Good | Good |
Total Cost of Ownership (3-Year View)
10 users, including licensing, implementation, training, and ongoing support.
| Cost Component | Junxure | Redtail | Wealthbox |
|---|---|---|---|
| Annual Licensing (10 users) | $12,000 - $18,000 | $4,680 - $11,880 | $5,880 - $10,680 |
| Implementation | $15,000 - $35,000 | $8,000 - $15,000 | $10,000 - $20,000 |
| Data Migration | $10,000 - $25,000 | $8,000 - $15,000 | $8,000 - $18,000 |
| Annual Training & Support | $6,000 - $12,000 | $3,000 - $6,000 | $4,000 - $8,000 |
| Year 1 Total | $43,000 - $90,000 | $23,680 - $47,880 | $27,880 - $56,680 |
| 3-Year Total | $79,000 - $162,000 | $37,040 - $83,640 | $47,640 - $93,040 |
Common Migration Paths
From Junxure → Salesforce FSC
When to migrate: Your firm has grown beyond 20 advisors, you need multi-custodian aggregation, or you require household-level AUM rollups.
Cost: $50,000 - $100,000
Includes migration, FSC implementation, and integrations
Timeline: 12-16 weeks
Discovery, migration, testing, deployment
From Redtail → Wealthbox
When to migrate: You want a modern interface and better mobile experience without the complexity of Salesforce.
Cost: $15,000 - $30,000
Data migration and setup
Timeline: 6-8 weeks
Minimal disruption
From Wealthbox → Salesforce FSC
When to migrate: Your firm manages $300M+ AUM and needs advanced household management, compliance automation, or custodian integrations (Orion, Black Diamond).
Cost: $45,000 - $85,000
Migration and FSC implementation
Timeline: 10-14 weeks
Full-service migration
Still Deciding Which CRM Is Right for Your Firm?
We've implemented all three platforms 400+ times. Schedule a free 30-minute consultation to discuss your specific needs, growth plans, and budget.