Interested in joining our mailing list(s)?
Contact: 800-206-5030
support@redtailtechnology.com
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
04
Apr
2023
Read Redtail’s April 2023 newsletter
Category: Monthly Newsletter
Read our April newsletter for links to recent Redtail/Orion podcast appearances, 2023 T3 Survey results, a new Manage Your CRM series post, new integration info., and more.
19
Dec
2022
12 Redtail Highlights from the Past 12 Months
Category: Culture
2022 was perhaps the most eventful year in Redtail's nearly 20 years of operations. We look back on 12 Redtail highlights from 2022 here!
03
Nov
2022
What’s most important to your tech stack? Build around that hub!
Category: FinTech Industry
Redtail co-founder Brian McLaughlin discusses things for advisors to consider when building their tech stacks with Advisorpedia at FIS in October.
31
Oct
2022
With compliant text messaging options available, there’s no excuse for incurring texting fines
Category: FinTech Industry
Redtail co-founder Brian McLaughlin discusses compliant text messaging, most-in-one solutions, and Orion's roadmap with WealthManagement TV.
27
Sep
2022
Our Clients Want Us to Text Them. Here’s How.
Category: FinTech Industry
In a Practice Management piece at ThinkAdvisor, Redtail co-founder and president of Orion Advisor Technology Brian McLaughlin outlines how to begin texting your client complian...
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).
29
Mar
2022
Passing CFP® Exam and Developing Good Communication Skills Should Be Prioritized by Aspiring Financial Advisors, Redtail Technology Survey Finds
Category: Press Release
For its fourth annual fintech industry survey, Redtail Technology (Redtail), the leading provider of client relationship management (CRM) solutions for financial services firms...
01
Mar
2022
Read Redtail’s March 2022 newsletter
Category: Monthly Newsletter
Read our March newsletter for an interview with Redtail CEO Brian McLaughlin about Redtail Speak, advisor lessons from Zombieland, and more.
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...
09
Nov
2021
Does your advisory firm have a Great Resignation backup plan?
Category: Best Practices
We're in the midst of the Great Resignation. Redtail CEO Brian McLaughlin discusses how CRM can help preserve institutional knowledge when a team member leaves.