Redtail Technology

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM) solutions specifically designed for financial advisors.

Is this your company?

Email: sales@redtailtechnology.com

Phone: +1-800-206-5030

Web: https://corporate.redtailtechnology.com/

products

• Redtail CRM
  Offers a user-friendly interface for managing client relationships, tracking interactions, storing documents, and integrating with various financial planning tools and platforms.
  
• Redtail Imaging
  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.
  
• Redtail Compliance
  Integrated compliance solution that helps advisory firms manage and document their compliance obligations. Features include automated workflows for compliance reviews, document tracking and management, activity logging, and comprehensive reporting tools.
  
• Redtail Client Portal
  Client portal integrated with Redtail CRM, offering document sharing, contact information management, appointment scheduling, and secure messaging. Focuses on improving client-advisor communication.
  
• Redtail Speak
  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.