Manage better with Redtail Email
Redtail Email Archive and Retention provides financial professionals with a convenient and compliant way to retain, retrieve, and report on email correspondence.
Users of Redtail CRM automatically have their email correspondence dynamically linked to client records.
There are no storage limits on mailboxes and no archive restrictions— so you can keep all of your correspondence for as long as you like.
100% Email Retention
All messaging that you receive or send through your mailbox is automatically archived into two separate data stores to provide complete archive redundancy.
Exceeding Industry Standards
Specifically built to meet email archiving regulations from SEC Rule 240 (17a-3 and 17a-4).
Redtail Email allows flexible use of email accounts- no matter what type of mailbox you prefer.
Our webmail client lets you access your email from anywhere as long as you have an internet connection.