. "That said, as members of the advisor fintech community, it's Redtail's responsibility to keep our fingers on the pulse of which technologies advisory firms are either keen or slow to adopt. We set ...

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 ...

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 ...

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 ...

Orion Advisor Solutions debuted its new integration with Open AI’s ChatGPT 3.5, called “Redtail Speak,” on Wednesday. The platform is now live through Redtail Technology and uses the previous 20 text ...

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 ...

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 ...

Marketing platform Levitate is partnering with CRM provider Retail Technology to offer email and other marketing services to financial advisors. The arrangement allows advisors to streamline “their ...

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)--After more than a year of successful RTU Online training sessions for Redtail Technology users, those interested in attending these entertaining, educational ...

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

OAKS, PA--(Marketwired - Feb 10, 2014) - Four of the financial advisor industry's leading technology and service providers today announced that they have entered into a strategic partnership to make ...