“Throughout the development process, we've looked carefully at feature requests and suggestions from our users that have gathered the most support,” Brian McLaughlin, CEO of Redtail Technology, said. ...

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 ...

A new partnership announced by Asset-Map and Redtail Technologies aims at combining the firms’ customer relationship management (CRM) capabilities. Moving forward, subscribers of both the Asset-Map ...

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, a leading provider of client relationship management (CRM) solutions for financial services firms and RIA in a Box, a compliance software and services business aimed exclusively at ...