CRM firm Redtail Technology changes subscription model
Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.
Source: financial-planning.com
Page 2 - Redtail Technology News Today : Breaking News, Live Updates & Top Stories | Vimarsana
Stay updated with breaking news from Redtail Technology. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Top News In Redtail Technology Today - Breaking & Trending Today
Investment Product and Service Launches
Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and enhanced digital wallet; and more.
Source: plansponsor.com
Axxcess Platform adds direct indexing to enhance services for ultra high net worth clients and the advisors that serve them
/PRNewswire/ -- Axxcess Wealth and Orion Advisor Solutions announced today that they have entered into an agreement that will provide Axxcess Advisors and...
Source: prnewswire.com
Investment Product and Service Launches
Savvy Ladies expands free financial helpline; GreenHill launches performance reporting solution; AI chatbot Mo debuts on Morningstar platforms; and more.
Source: plansponsor.com
Orion Debuts 'Redtail Speak' ChatGPT Integration
Orion Advisor Solutions joins others in the industry embracing generative artificial intelligence.
Source: wealthmanagement.com