Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small ...

Orion Advisor Solutions is acquiring customer relationship management (CRM) software developer Redtail Technology, according to an announcement from the firms. The two firms first integrated roughly a ...

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

Redtail CRM is a cloud-based customer relationship management tool from Redtail Technology. Redtail CRM supports two-way sync for contacts and activities between Redtail and Microsoft Office 365 ...

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 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 and Morningstar have partnered to integrate proprietary investment research and portfolio analytics within new client relationship management (CRM) software tools for advisers.

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 ...

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 ...

For the first time, Redtail Technology is making its text messaging service available for non-Redtail CRM users, according to the firm. Called Redtail Speak, the “compliance-approved, real-time ...

OMAHA, Neb., & SACRAMENTO, Calif.--(BUSINESS WIRE)--Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, announced today a definitive agreement to acquire ...

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 ...