Redtail Technology and Morningstar have partnered to integrate proprietary investment research and portfolio analytics within new client relationship management (CRM) software tools for advisers.

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small ...

Redtail Technology and Finance Logix have partnered to integrate new analytical tools to support individualized client financial planning within the Redtail CRM system. The Finance Logix tools, which ...

Redtail CRM is a cloud-based customer relationship management tool from Redtail Technology. Redtail CRM supports two-way sync for contacts and activities between Redtail and Microsoft Office 365 ...

Explore this Redtail CRM review to discover key features, pricing, and benefits to determine if it's the best CRM solution for your team. Explore Get the web's best business technology news, tutorials ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. This article is more than 7 years old. When our CRM clients ask if ...

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 ...

Redtail Technology Inc. and Morningstar Inc. announced Monday a deal that will bring the research firm's investment analytics to the popular client relationship management system. The seamless access ...

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 ...

Omaha, Neb.-based Orion Advisor Solutions today announced that it has agreed to acquire Redtail Technology, a web-based client relationship management software firm based in Sacramento, Calif., that ...