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Latest Breaking News On - Redtail technology - Page 11 : comparemela.com
Orion Advisor Solutions Buys CRM Provider Redtail
Orion is attaching Redtail's CRM technology to its advisor offering that includes portfolio management, financial planning and risk profiling.
New-york
United-states
Alec-rosen
Eric-clarke
Brian-mclaughlin
Monte-resnick
Wealth-management-at-javelin-strategy-research
Orion-advisor-solutions
Matrix-private-capital-group
Redtail-technology
Ta-associates
William-trout
Orion Purchases Redtail Technology
Redtail helps advisors grow their firms by providing the core technologies that drive their day-to-day operations.
Eric-clarke
Redtail-technology
Client-relationship-management
PE-backed Orion Advisor Solutions to buy RedTail Technology
Orion Advisor Solutions, which is backed by Genstar Capital and TA Associates, has agreed to acquire Redtail Technology, a web-based client relationship management software firm serving the wealth management industry.
Orion-advisor-solutions
Redtail-technology
Ta-associates
Advisor-solutions
Genstar-capital
How Successful Advisors Drive Client Engagement During Volatile Times
Thursday, April 07, 2022 | 4:00 PM ET
Aaron-klein
Brian-mclaughlin
Redtail-technology
Risk-number
Wealthbox CRM Raises $31 Million | Wealth Management
The software developer plans to add to its headcount, expanding its engineering, sales, marketing, and biz dev teams.
New-york
United-states
John-rourke
Redtail-technology
Starburst-labs
Frontier-growth
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