Redtail Email

Redtail Email

Standard
Cloud

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 Connected 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.

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.
Messagethreading&directionality

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.
Attach

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

Employees can be provided with access to their historical email through the Personal Archive.
Security

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.

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Tell us about yourself, and we’ll be in touch right away.

Smarsh handles information you submit to Smarsh in accordance with its Privacy Policy. By clicking "submit", you consent to Smarsh processing your information and storing it in accordance with the Privacy Policy and agree to receive communications from Smarsh and its third-party partners regarding products and services that may be of interest to you. You may withdraw your consent at any time by emailing privacy@smarsh.com.