Orion Advisor Solutions has announced plans to buy Redtail Technology, a CRM system highly used by finance advisors. “The Hash” group discusses Redtail CEO Brian McLaughlin’s outspoken ...

RIA technology platform Flourish has announced a new working relationship with one of the biggest names in CRM solutions. Flourish, a fintech firm wholly owned by MassMutual that offers cash and ...

Orion Advisor Solutions debuted its new integration with Open AI’s ChatGPT 3.5, called “Redtail Speak,” on Wednesday. The platform is now live through Redtail Technology and uses the ...

Client communication technology at Orion is taking a quantum leap forward with Redtail Suite Sync – a seamless email, calendar, and contact syncing tool.

About Redtail Technology Founded in 2003 and acquired by Orion Advisor Solutions in 2022, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text ...

Orion Advisor Solutions, the provider of transformative wealthtech solutions designed to power advisors and win for investors, went live with a ChatGPT-3.5 series integration with Redtail Speak ...

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 ...

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email ...

About Redtail Technology Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office, and email archiving solutions in the financial services industry.

Wealth innovator heavyweight Brian McLaughlin is stepping down as president of Orion Advisor Technology on Sept. 27.

“Big data is coming to our space really quickly,” Brian McLaughlin, chief executive and chief technology officer for Redtail Technology Inc., said at the T3 2013 Enterprise Conference in ...