Product Features:
  • Specific for Financial Advisors
  • Document Storage
  • Email Marketing
3131 Fite Circle. Sacramento, California - CA, United States 95827
Product Information

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. Redtail Imaging provides financial pros with a powerful option for managing and archiving documents from any computer, for a secure, on-demand, “anytime, anywhere” solution. Redtail is bringing next-generation technology to the financial adviser to help them better manage their client base so that they can have more time, earn more money and have more fun. Pricing starts at $8 per month per account up to $65 per month per database. For a detailed breakdown of the pricing plans please visit the website.