Omaha, Neb.-based Orion Advisor Solutions today announced that it has agreed to acquire Redtail Technology, a web-based client relationship management software firm based in Sacramento, Calif., that ...

NEW YORK--(BUSINESS WIRE)--Logicly, the investment analytics platform from ETFLogic, has announced an integration with Redtail Technology (“Redtail”), the leading CRM technology provider for financial ...

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 ...

“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. ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today the completion of its acquisition of Redtail ...

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 ...

Redtail Technology has added a compliant text messaging option financial advisers can use to communicate with clients even if they aren’t users of Redtail’s flagship client relationship management ...

More than a year after acquiring one of the most popular client relationship management (CRM) programs among advisors, Orion Advisor Solutions is formally connecting its client portal to Redtail CRM.

If there is one lesson financial advisors are learning from times of uncertainty, it’s to be adaptable, especially in regard to working from home. Financial planning was not built as a remote industry ...

Orion Advisor Solutions has announced plans to buy Redtail Technology, a CRM system highly used by finance advisors. “The Hash” group discusses Redtail CEO Brian McLaughlin’s outspoken interest in ...

If there is one lesson financial advisors are learning from times of uncertainty, it's to be adaptable, especially in regard to working from home. Financial planning was not built as a remote industry ...