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 ...

“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. ...

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

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 ...

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 ...

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 ...