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Redtail Imaging from Redtail Technology
Document management system designed specifically for financial advisors, integrated with Redtail CRM, offering secure document storage, categorization, search capabilities, compliance features, and client portal access.
Product analysis by function
Document Management Systems for Wealth Management
Secure platforms for storing, organizing, and retrieving client financial documents, legal agreements, account applications, and compliance records with version control and audit trails.
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Security and Compliance
(0 Yes /0 Known /10 Possible features)
Data Encryption
All documents and data are encrypted both in transit and at rest to ensure confidentiality and compliance.
No information available
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Role-based Access Control
Ability to set granular permissions based on user roles (e.g., advisor, client, admin).
No information available
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Multi-Factor Authentication (MFA)
Provides an extra layer of authentication security for user logins.
No information available
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Audit Trails
Complete logs of document access, changes, downloads, and shares for legal and compliance purposes.
No information available
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Regulatory Compliance Certifications
Adherence to standards such as SEC, FINRA, GDPR, or other required regulatory frameworks.
No information available
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Data Retention Policies
Automated enforcement of document retention and deletion policies to meet compliance standards.
No information available
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Legal Hold Capability
Ability to preserve documents for legal discovery without alteration or deletion.
No information available
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Secure External Sharing
Controlled and secure sharing of documents with external parties, such as clients or legal teams.
No information available
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Watermarking
Option to automatically add watermarks to documents for tracking and leakage prevention.
No information available
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Intrusion Detection
Ability to monitor and detect suspicious or unauthorized access attempts.
No information available
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Document Organization and Search
(0 Yes /0 Known /10 Possible features)
Custom Folder Structures
Allows for creation and management of folders and subfolders tailored to workflow needs.
No information available
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Advanced Search
Full-text and metadata search capabilities for rapid document retrieval.
No information available
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Tagging and Metadata
Ability to assign and manage tags or metadata to organize documents by client, document type, or workflow stage.
No information available
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Optical Character Recognition (OCR)
Enables searching and indexing of scanned or image-based documents.
No information available
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Saved Search Queries
Allows users to save frequently used search criteria for quick access.
No information available
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Bulk Document Import
Supports batch uploading or ingestion of multiple documents at once.
No information available
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Versioning
Tracks and stores multiple versions of a document with easy rollback.
No information available
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Document Linking
Link related documents together for easier navigation (e.g., account opening forms and supporting IDs).
No information available
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Favorites/Shortcuts
Option for users to pin or favorite frequently accessed documents or folders.
No information available
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Indexing Speed
Speed with which new documents are indexed and made searchable.
No information available
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Collaboration and Workflow
(0 Yes /0 Known /10 Possible features)
Check-in/Check-out
Prevents document editing conflicts by locking files when in use.
No information available
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Comments and Annotations
Allows users to leave internal comments and annotations on documents.
No information available
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Approval Workflows
Customizable workflows for document review and approval (e.g., compliance sign-offs).
No information available
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Task Assignment
Ability to assign follow-up tasks linked to specific documents.
No information available
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Notification System
Automatic alerts for document updates, approvals, reviews, or deadlines.
No information available
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Shared Document Spaces
Secure shared folders or spaces for team or client collaboration.
No information available
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Delegation Permissions
Allow temporary delegated access for other team members in cases like advisor absence.
No information available
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Simultaneous Editing
Support for multiple users editing certain document types at the same time.
No information available
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Redlining/Track Changes
Ability to track changes, edits, and suggestions within documents.
No information available
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Document Routing Rules
Automated routing of documents to the right individuals based on predefined rules.
No information available
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Integration Capabilities
(0 Yes /0 Known /10 Possible features)
CRM Integration
Direct integration with CRM systems (e.g., Salesforce, Redtail).
No information available
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Portfolio Management Software (PMS) Integration
Ability to link documents with portfolios and account information in PMS.
No information available
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eSignature Providers
Built-in integration with electronic signature platforms (e.g., DocuSign, Adobe Sign).
No information available
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Document Export/Import APIs
Availability of APIs for importing and exporting documents across platforms.
No information available
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Calendar and Email Integration
Ability to link document workflows to email/calendar events (e.g., compliance review reminders).
No information available
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Secure File Transfer Protocols
Support for SFTP, FTPS, or similar protocols for automated file exchanges.
No information available
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Custom Integration Capability
Support for custom integrations with proprietary or less-common platforms through APIs or middleware.
No information available
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Data Sync Frequency
How often the system synchronizes data with connected platforms.
No information available
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Single Sign-On (SSO)
Supports identity management via SSO providers like Okta or Microsoft Active Directory.
No information available
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Mobile App Integration
Seamless document access and management through companion mobile applications.
No information available
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Client Portal and Access
(0 Yes /0 Known /10 Possible features)
Customizable Client Portal
White-labeled, branded portal for client document interactions.
No information available
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Self-Service Upload
Clients can securely upload required documents directly to their advisor.
No information available
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Real-Time Document Notifications
Clients receive alerts when new documents are shared or action is required.
No information available
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Document Expiration and Removal
Auto-expire or remove documents from client view after a set period.
No information available
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Client-Specific Access Rights
Granular control over which documents each client can view or download.
No information available
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Secure Messaging
Encrypted communication channel between client and advisor within the portal.
No information available
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eSignature Collection
Facilitates digital signing of agreements, forms, and disclosures.
No information available
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Portal Activity Logs
Tracks all client activities in the portal for compliance.
No information available
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Mobile Client Portal
Optimized or app-based portal access for mobile devices.
No information available
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Multi-Language Support
Provides the client interface in multiple languages to support diverse clientele.
No information available
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Document Capture and Input
(0 Yes /0 Known /10 Possible features)
Auto Document Ingestion
Automatic import of documents from designated email addresses or folders.
No information available
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Bulk Scanning Support
Enables capture of multiple paper documents via high-speed scanners.
No information available
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Mobile Capture
Capture and upload new documents via smartphone camera/app.
No information available
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Image Correction and Enhancement
Automatic correction of skew, glare, or resolution in scanned documents.
No information available
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Barcode/QR Code Recognition
Automatic indexing and routing of documents by barcode or QR code.
No information available
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Auto-Filing Rules
Assigns incoming documents to the right folders and workflows based on document content or metadata.
No information available
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Scan to PDF/A Compliance
Ensures scanned files meet PDF/A long-term archival standards.
No information available
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Capture Speed
How many pages per minute the system can reliably scan and process.
No information available
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Data Extraction (Forms)
Automatic extraction of key information from standard forms for indexing or workflow initiation.
No information available
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Fax-to-Document Conversion
Transforms inbound faxes into indexed digital documents.
No information available
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Scalability and Performance
(0 Yes /0 Known /10 Possible features)
Concurrent User Support
Maximum number of users supported simultaneously without performance loss.
No information available
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Document Storage Capacity
Total amount of document data that can be stored per organization or deployment.
No information available
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Upload/Download Speeds
Average document upload and download speeds under standard conditions.
No information available
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Number of Documents Supported
Max number of documents system can index and manage efficiently.
No information available
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Response Time
Average system response time for common actions (search, open, save).
No information available
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Automatic Load Balancing
Ability to automatically distribute workload across servers for optimal performance.
No information available
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Multi-Tenancy
Supports multiple independent advisor firms or branches on the same infrastructure.
No information available
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Resource Monitoring
Built-in tracking and alerts for storage and system resource utilization.
No information available
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High Availability/Uptime
Guarantees for system uptime and robust failover mechanisms.
No information available
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Elastic Scalability
System can seamlessly scale resources up or down based on demand.
No information available
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Usability and User Experience
(0 Yes /0 Known /10 Possible features)
Modern User Interface
Clean, up-to-date design adhering to best UX/UI standards.
No information available
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Customizable Dashboards
Users can personalize layouts and widgets to suit their preferences.
No information available
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Accessible Design (ADA/WCAG)
Interface is accessible to users with disabilities, complying with accessibility standards.
No information available
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Bulk Actions
Allows manipulation (move, delete, tag, share) of multiple documents at once.
No information available
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Drag-and-Drop Upload
Simple drag-and-drop capability for adding new documents.
No information available
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User Onboarding Tutorials
Guided help or tutorials for faster team ramp-up.
No information available
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In-app Support/Help Desk
Contextual help, chat, or direct support embedded within the application.
No information available
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Multi-device Compatibility
Consistent experience across desktop, tablet, and mobile browsers.
No information available
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Favorite/Recent Documents Widget
Quick access panels for recent or starred files.
No information available
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User Feedback Collection Tools
Built-in channels for users to provide feedback to administrators or vendors.
No information available
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Reporting and Analytics
(0 Yes /0 Known /10 Possible features)
Pre-built Reports
Library of standard reports for activity, compliance, and usage.
No information available
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Custom Report Builder
Ability to configure custom analytics based on organization needs.
No information available
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Exportable Reports
Download reports in various formats (CSV, PDF, XLSX) for further analysis.
No information available
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Usage Analytics
Tracks user engagement and platform adoption metrics.
No information available
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Compliance Dashboard
One-stop visual tracking of compliance events (e.g., missing signatures, overdue reviews).
No information available
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Scheduled Report Delivery
Automatically generates and emails reports on a defined schedule.
No information available
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Audit Trail Export
Export full document audit logs for review or regulatory submission.
No information available
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Real-time Analytics Refresh Rate
Frequency with which analytics dashboards refresh data.
No information available
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User Customizable Alerts
Users/admins can configure alerts based on key report metrics.
No information available
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Role-based Report Access
Control which users or groups can access specific analytic or report types.
No information available
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Administration and Maintenance
(0 Yes /0 Known /10 Possible features)
User Management
Full administrative control over user accounts, groups, and permissions.
No information available
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Automated Backups
Regular, automated system and document backups for disaster recovery.
No information available
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Access Logs and Reports
Detailed logs of all administrator actions for auditability.
No information available
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System Health Dashboard
Real-time monitoring of key system metrics (CPU, memory, storage, connectivity).
No information available
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Update and Patch Management
Automatic or manual deployment of software updates and security patches.
No information available
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Customizable Policies and Templates
Controls for setting company standard document templates, retention, and naming conventions.
No information available
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Delegated Admin Roles
Ability to grant limited administrative rights to designated users.
No information available
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API Key Management
Tools for generating and managing secure access keys for integrations.
No information available
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Bulk User Provisioning
Efficient creation, updating, or disabling of multiple user accounts at once.
No information available
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Automated License Usage Alerts
Warns administrators before license or resource limits are exceeded.
No information available
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Cost and Licensing Flexibility
(0 Yes /0 Known /10 Possible features)
Tiered Pricing
Multiple subscription or licensing tiers for different organization sizes.
No information available
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Usage-based Billing
Option to pay based on actual storage, user, or transaction volume.
No information available
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Monthly/Annual Payment Options
Flexible invoice or contract length options.
No information available
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No Long-term Contracts
Ability to terminate service without multi-year commitments.
No information available
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Transparent Fee Structure
Clear, upfront disclosure of all fees and potential overage charges.
No information available
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Free Trial Availability
Option to use the system with full or limited features before purchasing.
No information available
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Unlimited Document/Storage Plans
Option for flat-fee, unlimited storage if required.
No information available
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Concurrent User Licensing
Licensing based on peak number of concurrent users, not just total active accounts.
No information available
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Add-on Module Pricing
Ability to add new features or modules at additional cost as needs grow.
No information available
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Nonprofit or Multi-entity Discounts
Special pricing for large enterprises or networks of independent advisors.
No information available
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