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 […]
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 […]
Oranj, the first free, end-to-end wealth management software, and Redtail Technology, a leading provider of web-based client relationship management (CRM) for financial advisers, have announced their integration. Redtail and Oranj […]
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 […]
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 […]
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% […]
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, […]
Integration pairs a fully customizable roboadvisor and account opening platform with industry-leading CRM Vanare, an innovative wealth management technology platform, and Redtail Technology, a leading provider of client relationship […]