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

Redtail CRM is a cloud-based customer relationship management tool from Redtail Technology. Redtail CRM supports two-way sync for contacts and activities between Redtail and Microsoft Office 365 ...

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small ...

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 ...

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, an industry leader in client relationship management (CRM) software, is changing the way it charges customers this week. Processing Content The company announced early last month ...

“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. ...

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 ...