Extend your recordkeeping, compliance, and e-discovery initiatives

Redtail email is geared towards financial services professionals. It integrates directly with the Redtail CRM, so users have their email correspondence dynamically linked to client records thereby providing productivity gains. However, without the right capture and archiving solution in place to govern its usage, tools like this open the door to risk for regulated organizations. Smarsh enables you to extend your recordkeeping, compliance, and e-discovery initiatives to the email that your organization sends using Redtail. Smarsh capture and archiving solutions for Redtail email enable organizations to:

  • Communicate compliantly: Smarsh ensures seamless and complete capture of all email content that your organization sends through Redtail. This includes metadata and recipient data such as BCC and distribution group recipients. Your teams can harness the power of Redtail email while Smarsh helps you to meet strict SEC, FINRA, MiFID II and other records retention compliance requirements.
  • Monitor and protect your business: Archived content is preserved in a search-ready state, policy-checked, and available for quick access and review. With its ease of integration, secured transport via TLS encryption, and robust functionality, Smarsh provides an ideal solution for archiving your organization’s email sent through the Redtail server.
  • Automate archiving and reduce review complexity: Redtail email is automatically ingested into the Smarsh Enterprise Archive for accurate, fast, and highly effective search, e-discovery and case management. This includes including email sent and received through your primary email server.
  • End-to-end security: Whether data is in transit or at rest.

Key Features

API driven Capture

Direct source capture

Redtail email archiving is supported through journaling. Content is captured in its native unaltered format, directly from the source, preserving chain of custody.

Message directionality

Users can search for messages in context and see the direction of each message, including whether it was sent internally or externally, whether a message was outbound or inbound.

Attachments support

Attachments, including images and other files, are supported. Content can be viewed or downloaded in proper context and in original form.
Identity Integrations

Identity integrations

Users can manage profiles across all archived communication channels with automated identity management.
Work Archive Access

Personal Archive access

In Professional Archive you can empower employees to access their own historical email with Personal Archive.

IP restrictions and encryption

Smarsh delivers top-tier security, management and operational controls. All data is encrypted in transit and at rest and stored in immutable, compliant format.