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 CRM is a client relationship management platform designed primarily for financial advisors and wealth management firms. It helps professionals organize client data, manage tasks, and ...

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 ...

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 ...

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 ...

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

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 ...

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 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 ...

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 ...