Solution introduction
One central place to store, share, and retrieve important client files
Simple, Secure Document Management
Unlock document storage that makes it easy to securely store, search, and share client documents.
Redtail Imaging gives your firm a smarter way to manage paperwork — digitally and compliantly.
- Secure, cloud-based storage tied directly to client records.
- Quickly find files with indexed search and folder tagging.
- Keep your team compliant with built-in controls and audit trails.
Eliminate the paper chase
Half of financial advisors say internal tasks — like document organization — are the biggest barrier to firm growth.1
Redtail Imaging was built to solve that.
It gives your entire team secure, centralized access to client files within Redtail CRM — helping you stay compliant and work more efficiently.
