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

Redtail Technology just released a major upgrade to its popular CRM application. Dubbed Project Tailwag, this version of Redtail only the third upgrade in the company s 12-year history offers a host ...

Redtail Technology and Finance Logix have partnered to integrate new analytical tools to support individualized client financial planning within the Redtail CRM system. The Finance Logix tools, which ...

Finance Logix, a leading financial planning and client engagement platform, and Redtail Technology, an industry leading CRM for advisors, announced today the integration of Finance Logix's innovative ...

This past week I had two online sessions with a member of the sales team at Redtail, the CRM software provider. It's interesting how this came to pass. In this post, I'll share what I learned. A few ...

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 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 ...

Redtail Technology Inc. and Morningstar Inc. announced Monday a deal that will bring the research firm's investment analytics to the popular client relationship management system. The seamless access ...

Andes Wealth Technologies partners with Redtail CRM to streamline risk analysis for financial advisors, enabling more personalized client experiences. Now, financial advisors can achieve increased ...

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 ...

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 ...