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CRM firm Redtail Technology changes subscription model

Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.

Idaho
United-states
Brian-mclaughlin
Noah-damsky
Los-angeles
Ron-strobel
Joel-bruckenstein
Xy-planning-network
Wealthbox-or-salesforce-financial-services-cloud
Advisor-software
Redtail-technology
Orion-advisor-technology

Investment Product and Service Launches

Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and enhanced digital wallet; and more.

Georgia
United-states
Florida
Mike-dekoning
Shawn-meaike
Eric-clarke
Bryan-davis
Simple-retirement-solutions
Orion-advisor-solutions
Redtail-technology
Orion-client-portal-connects-with-redtail
Advisor-solutions

Axxcess Platform adds direct indexing to enhance services for ultra high net worth clients and the advisors that serve them

/PRNewswire/ Axxcess Wealth and Orion Advisor Solutions announced today that they have entered into an agreement that will provide Axxcess Advisors and.

Andrew-rosenberger
Cory-persson
Axxcess-wealth-management
Redtail-technology
Orion-advisor-solutions
Orion-portfolio-solutions
Axxcess-advisors
Axxcess-platform
Custom-indexing
Wealth-management
Investment-advisor
Turn-key-asset-management-platform

Chatgpt-3.5 Series - All News And Posts By Crowdfund Insider

Chatgpt-3.5 Series - All News And Posts By Crowdfund Insider
crowdfundinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from crowdfundinsider.com Daily Mail and Mail on Sunday newspapers.

Omar-faridi
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Redtail-technology
Advisor-solutions
Redtail-speak

Redtail Technology - All News And Posts By Crowdfund Insider

Redtail Technology - All News And Posts By Crowdfund Insider
crowdfundinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from crowdfundinsider.com Daily Mail and Mail on Sunday newspapers.

Omar-faridi
Redtail-technology
Orion-advisor-solutions
Advisor-solutions
Redtail-speak