Brian McLaughlin

June 26, 2024
Published by T3NewsADM at June 26, 2024
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Orion Unveils New Standalone Trading Solution, Introduces à la Carte and Bundled Offerings

Orion announced the availability of standalone solutions and a new bundled offering to provide advisors unparalleled flexibility. Orion’s new à la carte and bundled offerings allow […]
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January 23, 2024
Published by T3NewsADM at January 23, 2024
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Orion and Redtail Premier Email/Calendar Integration and AI Enhancements at #T32024

With the T3 Technology Conference in full swing in Las Vegas, Orion Advisor Solutions announced powerful enhancements and integrations showcasing the combined power of Orion and Redtail Technology. […]
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January 28, 2020
Published by T3NewsADM at January 28, 2020
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Timeline Retirement Planning Software and Redtail Technology Announce Integration

Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management […]
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October 19, 2018
Published by T3NewsADM at October 19, 2018
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Redtail Technology Adds Artificial Intelligence to Advisor CRM

Redtail, a leading provider of client relationship management (CRM) solutions for financial services firms, announced the rollout of advanced artificial intelligence capabilities that will enable advisory […]
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April 6, 2018
Published by T3NewsADM at April 6, 2018
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Redtail Technology Establishes Atlanta as East Coast Headquarters to Accommodate Growth

Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the relocation of its Rome, GA office to […]
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February 6, 2018
Published by T3NewsADM at February 6, 2018
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Advisor Turned Tech Entrepreneur Rolls Out his Business Intelligence and Insights Platform at the T3 Advisor Conference

Advisor Metrix, a business intelligence platform for financial advisors, today at the T3 Technology Conference for financial advisors announced the public release of its software, including […]
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August 7, 2017
Published by Joel Bruckenstein at August 7, 2017
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Redtail’s Improved Mobile App Aims to Impress

At the recently concluded LPL Focus 2017 Conference, I had a chance to catch up with Redtail CEO Brian McLaughlin and his team. During my visit, […]
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July 31, 2017
Published by Brian McLaughlin at July 31, 2017
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4 Ways Advisors Can Use Technology to Attract Millennials

We’ve all seen the headlines: the greatest wealth transfer in human history is coming and predictions say that financial professionals could lose as much as 90-95% […]
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February 16, 2017
Published by T3NewsADM at February 16, 2017
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Asset-Map® and Redtail Integrate to Enhance Advisor/Client Conversations

Asset-Map®, the technology platform that is changing the nature of financial advisors’ conversations with clients, announced today at T3 Advisor Conference its integration with Redtail Technology, […]
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