CRM (Client Relationship Management)

Redtail CRM is a web-based, robust, yet easy-to-use client management solution designed for Financial Professionals. Now you and everyone in your office can access the same client notes, documents, schedules, and account data. You can access it when you are away from the office and you can stop maintaining the software on your computer. 

Imaging (Paperless Office)

Redtail Imaging provides Financial Professionals with a powerful option for managing and archiving documents from any location on any computer. Redtail Imaging combines industry-leading security with powerful document management in an on-demand, “anytime, anywhere” solution.

Email (Archive and Retention)

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