Wealthbox vs Redtail · RIA Operators

Wealthbox vs Redtail

For anyone who left Redtail to move to Wealthbox, was there anything that you miss about Redtail? Is any functionality missing at Wealthbox? What has been the downside, if any, about moving to Wealthbox? Does Wealthbox have the ability to use workflows and tasks as well as Redtail?

Thank you.

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