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Redtail Speak from Redtail Technology
A compliant text messaging solution designed specifically for financial advisors and broker-dealers. Features include automatic archiving of all communications, audit trails, supervision capabilities, and integration with CRM systems to maintain comprehensive client records in compliance with FINRA and SEC regulations.
Product analysis by function
Audit Trail and Record-Keeping Systems for Compliance
Solutions that maintain comprehensive records of all transactions, client interactions, and compliance activities for regulatory examinations and investigations.
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