Orion Advisor Solutions is adding one of the most popular client relationship management (CRM) programs among advisors to its growing ecosystem of technology. The Omaha, Nebraska-based provider of ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. This article is more than 7 years old. When our CRM clients ask if ...

Orion Advisor Solutions, an advisory technology vendor and turnkey asset management platform, announced Tuesday that it's acquiring Redtail Technology, which provides customer relationship management ...

More than a year after acquiring one of the most popular client relationship management (CRM) programs among advisors, Orion Advisor Solutions is formally connecting its client portal to Redtail CRM.

A machine-learning feature will be coming to Redtail Technology’s popular CRM program sometime this winter, according to company’s CEO Brian McLaughlin. He made the announcement at Riskalyze’s ...

SACRAMENTO, Calif.--(BUSINESS WIRE)--Redtail Technology (Redtail), the leading provider of client relationship management (CRM) solutions for financial services firms, has upgraded Redtail Speak-- a ...

Morningstar Inc. is integrating Redtail Technology’s customer relationship management (CRM) capabilities into Morningstar Office, its portfolio and practice management system for financial advisers.

Advisers discuss the software their firms currently use, how they access client information, and how succession planning figures into the future of their practices. Redtail Technology has published a ...

NEW YORK--(BUSINESS WIRE)--Logicly, the investment analytics platform from ETFLogic, has announced an integration with Redtail Technology (“Redtail”), the leading CRM technology provider for financial ...

Skience, a financial services solution and consulting provider, has integrated its platform with financial services CRM systems from Redtail Technology and enhanced client-advisor collaboration within ...

If there is one lesson financial advisors are learning from times of uncertainty, it’s to be adaptable, especially in regard to working from home. Financial planning was not built as a remote industry ...

Marketing technology firm Snappy Kraken and customer relationship management software developer Redtail Technology revealed plans to launch and support compliant text messaging between advisors and ...