Redtail Technology and Morningstar have partnered to integrate proprietary investment research and portfolio analytics within new client relationship management (CRM) software tools for advisers.

The firm says this “first of its kind compliance-approved text messaging solution for financial advisers” helps maximize convenient client communication. Redtail Technology, a provider of client ...

Finance Logix, a leading financial planning and client engagement platform, and Redtail Technology, an industry leading CRM for advisors, announced today the integration of Finance Logix's innovative ...

When I first encountered Redtail in the latter half of 2004, it was a small, innovative provider of online customer relationship management (CRM) software to financial service professionals. At that ...

Orion Advisor Solutions is adding one of the most popular client relationship management (CRM) programs among advisors to its growing ecosystem of technology. The Omaha, Nebraska-based provider of ...

Redtail Technology, an industry leader in client relationship management (CRM) software, is changing the way it charges customers this week. The company announced early last month that it will be ...

Redtail Technology Inc. and Morningstar Inc. announced Monday a deal that will bring the research firm's investment analytics to the popular client relationship management system. The seamless access ...

Andes Wealth Technologies partners with Redtail CRM to streamline risk analysis for financial advisors, enabling more personalized client experiences. Now, financial advisors can achieve increased ...