Christiana Jolaoso-Oloyede is a personal finance and business technology expert. She has written for multiple media publications, agencies and tech brands, covering various topics around business ...

Redtail Technology, a leading provider of client relationship management (CRM) software for financial services firms, today announced its latest integration partnership, with Zapier. Zapier represents ...

Morningstar, Inc. (NASDAQ: MORN) disclosed it was integrating Redtail technology's strong customer relation management capability to its OfficeSM, its practice management system, and its portfolio for ...

Explore this Redtail CRM review to discover key features, pricing, and benefits to determine if it's the best CRM solution for your team. Explore Get the web's best business technology news, tutorials ...

OMAHA, Neb.--(BUSINESS WIRE)--With the T3 Technology Conference kicking off today in Las Vegas, Orion Advisor Solutions announced powerful enhancements and integrations showcasing the unstoppable ...

We’re not heavy users of CRM. Our Portfolio Advisory Services Line is $1 million to $10 million in liquid assets. Our Family Service Office line is loosely $10 million and up. We’re looking at ...