Redtail Imaging
CRM-integrated document management that is searchable, shareable, secure, and easy to use.
What it does
CRM-integrated document management that is searchable, shareable, secure, and easy to use.
- relationship management
- workflow automation
- compliance management
- document management
- compliant text messaging
- email archiving
- Category
- Document processing
- Users
- financial advisors, broker-dealers, RIA firms
- Public API
- Not offered
Not yet disclosed: deployment options, platforms, languages and support channels.
Pricing
- Free trial$0
- Of the full Redtail Growth Plan for new users only
- Per seat$59/user/month
- Billed yearly or $65/user/mo billed monthly (Growth bundle)
- EnterpriseCustom
- Quoted by their sales team
Prices as published by Redtail Technology, checked Oct 2026.
Security and compliance
As reported by Redtail Technology. Ask for audit reports before you buy.
- SEC guidelinesCompliant
- FINRA guidelinesCompliant
Reviews
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