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 ...

OMAHA, Neb.--(BUSINESS WIRE)--With the T3 Technology Conference kicking off today in Las Vegas, Orion Advisor Solutions announced powerful enhancements and integrations showcasing the unstoppable ...

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 interest in ...

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 ...

. "That said, as members of the advisor fintech community, it's Redtail's responsibility to keep our fingers on the pulse of which technologies advisory firms are either keen or slow to adopt. We set ...

HEBRON, Ky., May 30, 2018 (GLOBE NEWSWIRE) -- FTJ FundChoice, a national turnkey asset management firm with over $10B assets under administration, has announced an integration with Redtail Technology ...

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, the ...

Marketing platform Levitate is partnering with CRM provider Retail Technology to offer email and other marketing services to financial advisors. The arrangement allows advisors to streamline “their ...

New York, April 04, 2023 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’ financial ...

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 ...