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…
IT and DevOps Redtail and Quote & Apply Announce Partnership AIT News Desk Mar 17, 2021 The leading CRM to financial advisors integrates new life insurance sales software to better serve users Quote & Apply, the first and only…
Natural Language Redtail Technology Adds Artificial Intelligence to Advisor CRM AIT News Desk Oct 31, 2018 Redtail Technology ("Redtail"), a leading provider of client relationship management (CRM) solutions for financial services firms, announced the…