A machine-learning feature will be coming to Redtail Technology’s popular CRM program sometime this winter, according to company’s CEO Brian McLaughlin. He made the announcement at Riskalyze’s ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. There were two announcements about AI notetaking integration for the popular Orion ...

SACRAMENTO, Calif.--(BUSINESS WIRE)--After more than a year of successful RTU Online training sessions for Redtail Technology users, those interested in attending these entertaining, educational ...

Redtail Technology just released a major upgrade to its popular CRM application. Dubbed Project Tailwag, this version of Redtail only the third upgrade in the company s 12-year history offers a host ...

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

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. This article is more than 7 years old. When our CRM clients ask if ...