Redtail CRM is a web-based, easy-to-use
client management solution design specifically for
Financial Professionals. 

     Access Anywhere, Anytime
     Online Calendaring and Task Management
     Low Cost of Ownership
     Complimentary Database Conversions

Redtail Imaging provides Financial Professionals
with a powerful option for managing and
archiving documents from any location on
any computer.

     Web Based Scanning
     Redtail CRM Integration
     Audit Trail and File Access Logs
     Optical Character Recognition (OCR)

Redtail Email Archive and Retention provides
Financial Professionals with a convenient and
compliant way to retain, retrieve, and report
on email correspondence.

     100% Email Retention
     Redtail CRM Integration
     No Storage Limits
     POP3 or IMAP4 Accounts
     Anti-Virus and Spam Protection