Redtail Technology has added artificial intelligence (AI) to its customer relationship management (CRM) system. The system analyzes emails, notes and text messages to predict client needs.

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 ...

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 ...

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 ...

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 ...

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 ...

Advisers discuss the software their firms currently use, how they access client information, and how succession planning figures into the future of their practices. Redtail Technology has published a ...

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 ...

SACRAMENTO, Calif.--(BUSINESS WIRE)--Redtail Technology (Redtail), the leading provider of client relationship management (CRM) solutions for financial services firms, has upgraded Redtail Speak-- a ...

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 ...

The Benzinga Global Fintech Awards are a yearly showcase of the best and brightest in fintech. In preparation for its biggest installment yet in May 2018, we're profiling the companies competing for ...

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 ...