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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.
Orion is attaching Redtail's CRM technology to its advisor offering that includes portfolio management, financial planning and risk profiling.
Redtail helps advisors grow their firms by providing the core technologies that drive their day-to-day operations.
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.
Thursday, April 07, 2022 | 4:00 PM ET