Omaha, Neb.-based Orion Advisor Solutions today announced that it has agreed to acquire Redtail Technology, a web-based client relationship management software firm based in Sacramento, Calif., that ...

Redtail Technology has added artificial intelligence (AI) to its customer relationship management (CRM) system. The system analyzes emails, notes and text messages to predict client needs.

Redtail Technology has added a compliant text messaging option financial advisers can use to communicate with clients even if they aren’t users of Redtail’s flagship client relationship management ...

Finance Logix, a leading financial planning and client engagement platform, and Redtail Technology, an industry leading CRM for advisors, announced today the integration of Finance Logix's innovative ...

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 ...

Redtail Technology, a leading provider of client relationship management (CRM) software for financial services firms, today announced its latest integration partnership, with Zapier. Zapier represents ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. This article is more than 6 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 ...

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 ...

Redtail Technology, a vendor of Web-based CRM, imaging and e-mail archiving products, has joined Your Silver Bullet (YSB). Redtail currently offers 28 different integration points with applications ...

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 ...