Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time

Our Clients Want Us to Text Them. Here’s How.

Category: FinTech Industry
Redtail Blog Feature Graphic - Industry Updates

Brian McLaughlin, co-founder of Redtail Technology and president of Orion Advisor Technology, has a new Practice Management piece up at ThinkAdvisor.  Brian talks about embracing the opportunity that we now have to communicate with our clients via text, while also recognizing the costs that may come should we neglect to put processes in place in order to remain compliant when doing so. That piece is available here.


Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.