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

SACRAMENTO, Calif.--(BUSINESS WIRE)--After more than a year of successful RTU Online training sessions for Redtail Technology users, those interested in attending these entertaining, educational ...

A machine-learning feature will be coming to Redtail Technology’s popular CRM program sometime this winter, according to company’s CEO Brian McLaughlin. He made the announcement at Riskalyze’s ...

“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. ...

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 ...

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 is acquiring customer relationship management (CRM) software developer Redtail Technology, according to an announcement from the firms. The two firms first integrated roughly a ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions today announces the launch of Redtail Campaigns, the industry’s first CRM-centric advisor marketing suite. Powered by Snappy Kraken, an ...