CRM Document Management for Advisors
Redtail Imaging
One central place to store, share, and retrieve important client files.
No credit card required. Get started in minutes.
SOC 2 Type II certified for compliance and security
Trusted by 100,000+
financial professionals
Seamlessly integrated with Redtail CRM
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.
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.
Fast. Searchable. Secure.
The Filing System That Works for You
From service requests to audit prep, ops teams rely on Redtail Imaging for instant access to what matters — without needing to chase down paperwork.
Audit-Ready and Scalable
Compliance Without Complexity
Redtail Imaging enables centralized supervision, customizable permissions, and clear documentation trails across multi-office environments.
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
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.