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Redtail Technology > News >
06 Sep 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s September 2022 newsletter
Category: Monthly Newsletter
Read our September newsletter for information on our enhanced Redtail-Orion integration, a new Managing Your CRM series post, and more.
23 Aug 2022
Redtail Blog Feature Graphic - Integration News
Updated integration with Orion Advisor Technology!
Category: Integrations
Updates include Orion Portfolio View accessibility within Redtail CRM on your Today page as well as Portfolio View for individual clients accessible from their Accounts page in...