Technology Orion and Redtail Boost Advisor Efficiency with Premier Email/Calendar Integration Business Wire Jan 25, 2024 Orion’s Fiduciary Flywheel spins ever faster with Redtail’s leading advisor CRM at the center, empowering advisors to win back time With the T3…
Cloud Hearsay Systems Announces Hearsay Managed Package on Salesforce AppExchange, the World’s… AIT News Desk Jun 9, 2021 Hearsay Systems announced it has launched the Hearsay for Salesforce managed package on Salesforce AppExchange, empowering customers to integrate the…
Cloud AppFolio Announces Sale of MyCase to Funds Advised by Apax Partners AIT News Desk Sep 8, 2020 AppFolio, Inc., a leading provider of cloud-based business software solutions, services and data analytics, announced that it has entered into a…