CRM Document Management for Advisors

Redtail Imaging

One central place to store, share, and retrieve important client files.

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Redtail Imaging

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.
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SOC 2 Type II certified for compliance and security 

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Trusted by 100,000+ 
financial professionals 

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Seamlessly integrated with Redtail CRM 

Redtail Imaging
Save Time — And Headaches

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.

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Smarter Document Workflows. Happier Teams.

Centralized Storage 

Organize and access client documents by contact, household, or document type — all in one secure system. 

CRM Integration

View, upload, and link documents directly from the client record in Redtail CRM. 

Search and Tagging 

Find files fast with indexed search, customizable folders, and intuitive tags. 

Secure Access 
and Audit Trails 

Assign permissions, track activity, and stay compliant with detailed file histories.

Retention Policies 

Configure archival and deletion settings to meet firm-level or regulatory guidelines. 

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Paperless. Powerful.

Organized, Compliant, and Client-Ready

Redtail Imaging helps you handle client onboarding, signed forms, and compliance documentation in one secure place — so you can spend less time on admin and more time with your clients.

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Purpose-Built Document Management — All in Redtail

Redtail Imaging brings powerful CRM document management to advisory firms of all sizes. It’s secure, integrated, and incredibly easy to use.

  • Fast setup and intuitive UI
  • Integrated with Redtail CRM and Orion
  • Designed for advisory workflows

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How Top Advisors Use Their CRM to Build Stronger Relationships

Your clients want more than portfolio updates — they want a real connection. But between compliance tasks, scattered systems, and back-office demands, even the best advisors struggle to find time for meaningful engagement.

That’s where the right CRM makes all the difference.

Download our quick guide to explore how forward-thinking firms are using CRM technology to:

  • Save hours each week by automating routine tasks
  • Personalize service with rich client data and reminders that matter
  • Create a seamless, integrated tech stack that scales as they grow

Whether you’re re-evaluating your current CRM or looking for smarter ways to connect with clients, this guide offers practical insights into building stronger relationships — with less busywork.

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Try Redtail Imaging 
Free for 30 Days

Simplify document storage, strengthen compliance, and make your whole firm more efficient with Redtail Imaging. Start your free trial today.

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Frequently Asked Questions

1Source: Orion Wealthtech Advisor Survey, 2025