📰 Redtail Technology News
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July 1, 2022
A new Accenture study shows more than 80% of advisors believe AI will soon have a “direct, measurable and consistent impact” on client-advisor relationships.
April 20, 2022
Orion is attaching Redtail's CRM technology to its advisor offering that includes portfolio management, financial planning and risk profiling.
April 20, 2022
Redtail helps advisors grow their firms by providing the core technologies that drive their day-to-day operations.
April 19, 2022
Orion Advisor Solutions, which is backed by Genstar Capital and TA Associates, has agreed to acquire Redtail Technology, a web-based client relationship management software firm serving the wealth management industry.
March 21, 2022
Thursday, April 07, 2022 | 4:00 PM ET
March 9, 2022
The software developer plans to add to its headcount, expanding its engineering, sales, marketing, and biz dev teams.
March 8, 2022
The software developer plans to add to its headcount, expanding its engineering, sales, marketing, and biz dev teams.
January 18, 2022
AdvisorEngine is retiring the Junxure brand as it renames its overhauled CRM.
January 11, 2022
CRM developer Redtail Technology is expanding the availability of its text messaging service, called Speak, making it available for all financial advisors.
June 9, 2021
1Wire Delivers VoIP Phone Integration for Redtail CRM Share Article The integration allows Redtail CRM users to enable click to call, screen pop and call logging capabilities from the 1Wire business Voip system. SALT LAKE CITY (PRWEB) June 09, 2021 1Wire, a provider of Hosted VoIP services, has completed their integration with Redtail Technology’s CRM platform. This new integration supports a number of key functions for connectin...