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 ...

Redtail Technology and Finance Logix have partnered to integrate new analytical tools to support individualized client financial planning within the Redtail CRM system. The Finance Logix tools, which ...

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 ...

Redtail Technology, an industry leader in client relationship management (CRM) software, is changing the way it charges customers this week. Processing Content The company announced early last month ...

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 ...

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 ...

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 ...

This past week I had two online sessions with a member of the sales team at Redtail, the CRM software provider. It's interesting how this came to pass. In this post, I'll share what I learned. A few ...

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 ...