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, 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 ...

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 ...

It’s been about a year since the groundbreaking Redtail Overland RTC solar-powered rooftop camper was presented to the world and it turns out that at least someone is enjoying what this pricey (but ...

Redtail Technology is the latest company left scrambling after inadvertently leaving client data exposed and vulnerable to outside parties. The advisor-focused customer relationship management (CRM) ...

Every time Brittany publishes a story, you’ll get an alert straight to your inbox! Enter your email By clicking “Sign up”, you agree to receive emails from ...

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 ...

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 ...

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 ...

On the night of March 3, a day before Redtail said it discovered that client data was publicly displayed beyond its secured systems, Kathryn Duryea was searching online for a former classmate from ...