G2 Vendor Directory

Redtail Technology vs. MailStore Server

A side-by-side comparison based on G2 review data.

MetricRedtail Technology

by Orion Advisor Tech

MailStore Server

by MailStore Software

Overall rating4.34.2
Review count26813
Ease of use8.89.2
Ease of setup8.78.8
Quality of support8.98.8
Meets requirements8.89.1
NPS54.71698150
Small Business92.5%38.5%
Mid-Market5.2%46.2%
Enterprise2.2%15.4%
Total page views749149
Total LLM citations5,2811,246

Redtail Technology

Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based applications that facilitate efficient client management, compliant communication, and streamlined office operations for financial advisors. With a focus on enhancing productivity and supporting growth, Redtail’s offerings include CRM capabilities, compliant text messaging through Redtail Speak, paperless office solutions, and email archiving.

Pros

  • Ease of Use
  • Helpful
  • Integrations
  • Software Integration
  • Setup Ease
  • Customer Support

MailStore Server

MailStore Server is a leading email archiving solution designed for small and medium-sized businesses . It creates 1:1 copies of all emails in a central archive, ensuring data security and availability over many years. Users can access their archived emails through Microsoft Outlook, MailStore Web Access, or mobile devices, enabling rapid searches and retrievals. Key Features and Functionality: - Comprehensive Archiving: Supports various email systems, including Microsoft Exchange Server, Microsoft 365, Google Workspace, and any IMAP- or POP3-compatible servers.

Pros