Secure Email Archiving for Financial Advisors
Redtail Email
Effortless email transparency for your whole team.
$10/month per user. No storage limits.
SOC 2 Type II certified and SEC/FINRA ready
Trusted by 100,000+
financial professionals
Seamlessly integrated with Redtail CRM
Don't Leave Your Email Unprotected.
Compliance-ready email — without the manual work.
Advisors rely on email, but regulations require every message to be archived, organized, and easy to retrieve.
Redtail Email automates the process by capturing all messages across your domain, linking them to the right contact in Redtail CRM, and making them instantly searchable for reviews, audits, or everyday client requests.
Your inbox, finally working for you.
Email Made Compliant
Stay Focused on Clients. We'll Handle the Archiving.
Redtail Email helps solo advisors and small firms stay compliant without adding extra admin work. Every message is archived, searchable, and automatically connected to your CRM — no manual logging required.
One Source of Truth
Quickly Find the Messages That Matter
From client service requests to form follow-ups, Redtail Email helps your team find what they need fast — reducing response times and ensuring nothing falls through the cracks.
Compliant, Reviewable, Defensible
Capture. Supervise. Report.
Redtail Email supports complex compliance needs with keyword supervision, policy triggers, and centralized review queues — so you can manage hundreds of advisors with ease and confidence.
Effortless Email Archiving for Redtail CRM Users
Redtail Email ensures every client message is captured, categorized, and easy to find — all while reducing risk and saving your team time. It’s a must-have for any firm using Redtail CRM.
- Fully integrated archiving
- Lightning-fast search and filtering
- Ready for audits and review
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.