LPL Financial LLC has partnered with financial technology firm Redtail Technology, Inc. to revamp LPL’s customer relationship management (CRM) platform and enhance the firm’s core technology offerings ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. There were two announcements about AI notetaking integration for the popular Orion ...

Orion Advisor Solutions is adding one of the most popular client relationship management (CRM) programs among advisors to its growing ecosystem of technology. Processing Content The Omaha, ...

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 ...

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announced a major expansion of its long-standing integration with Orion's Redtail CRM. The ...

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 ...

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 ...

“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. ...

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 ...

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 ...