One of the most exciting aspects of Redtail’s acquisition by Orion is the opportunities it opens up for us to provide big wins for our mutual users in terms of integrations. Today, we’re rolling out what we know we will be the first of many wins for those of you who use the Orion integration.
WHAT ARE THE NEW INTEGRATION POINTS BETWEEN ORION ADVISOR TECHNOLOGY AND REDTAIL CRM? New integration points include:
- an Orion tab on your Today page in Redtail CRM, which, once clicked, displays Orion Portfolio View within Redtail, fully navigable and offering the same options you had when you were within Orion:
- an Orion Portfolio tab in the Accounts area of Redtail CRM for each of your individual clients. Here, you’ll find a client’s portfolio summary and all of the detailed reporting options accessible via Orion:
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here.
UPCOMING WEBINAR Register now for our upcoming webinar, Orion + Redtail Part 2: Transforming Advisor Growth through Next Generation CRM Technology, on September 7 at 2pm Central.