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Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
14
Sep
2022
With Orion realignment, Brian McLaughlin steps into role of President, Orion Advisor Tech
Category: FinTech Industry
Orion is reorganizing to focus on three strategic business lines (Advisor Tech, OCIO and TAMP).
24
Aug
2022
AllBackoffice Consulting services offered to Redtail users!
Category: FinTech Industry
AllBackoffice Consulting, who offer Operations and Technology Solutions for Wealth Management, now has Redtail-specific service offerings that may benefit some offices.
21
Jan
2022
Moore’s Law may be slowing down but wealthtech’s just getting started
Category: FinTech Industry
In an Opinions piece at Financial Planning, Redtail CEO Brian McLaughlin considers how fintech may respond in a world where computing power is perhaps not as limitless as it on...
19
Oct
2021
Pandemic underscores value of CRM
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined InvestmentNews' 3Questions to discuss CRM's value during the pandemic and why software education is so vital.
08
Oct
2021
Rules for Advisors to Survive Zombieland: Rick Williamson’s presentation from FIS 2021
Category: FinTech Industry
We are excited to be able to share the Rules for Advisors to Survive Zombieland session that Ricky Redtail presented to Riskalyze's Fearless Week participants.
09
Sep
2021
David Mehlhorn, our Director of Sales, joined the AFO Wealth Management Forward podcast
Category: FinTech Industry
Redtail Director of Sales David Mehlhorn recently joined The AFO Wealth Management Forward podcast for a wide ranging conversation about Redtail CRM.
03
Jun
2021
Join Us Virtually @ iNSITE 2021
Category: FinTech Industry
Grab your virtual seat and register today for INSITE 2021! You will also have the opportunity to check out Redtail’s on-demand session.
30
Apr
2021
CEO Roundtable Series Webinar – The Comeback
Category: FinTech Industry
They're back! Join to hear some of our industry's best thought leaders share ideas on helping the advisor community lead through change.
16
Apr
2021
Hear “The Lost T3 Interview” between Redtail CEO Brian McLaughlin and Craig Iskowitz on The Wealth Tech Today podcast
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined The Wealth Tech Today podcast for a fun road warriors' gear geek out.
01
Feb
2021
Replay of Panoramix Partner Spotlight featuring Redtail Technology 1/28/21
Category: FinTech Industry
On January 28, Tim Welsh, President of Nexus Strategy, hosted Panoramix CEO Chris Hastings and Redtail CEO Brian McLaughlin to see what they had to say about 2020 and where the...