Brian McLaughlin, co-founder of Redtail Technology and president of Orion Advisor Technology, spoke about the most important factors for advisors in choosing their tech stacks with Advisorpedia at the Riskalyze Fearless Investing Conference in October 2022. You can view that video here.

 

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Brian McLaughlin, co-founder of Redtail Technology and president of Orion Advisor Technology, recently discussed compliant text messaging, most-in-one solutions, and Orion’s upcoming roadmap with WealthManagement TV at the Fearless Investing Summit. You can view that video here.

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Brian McLaughlin, co-founder of Redtail Technology and president of Orion Advisor Technology, has a new Practice Management piece up at ThinkAdvisor.  Brian talks about embracing the opportunity that we now have to communicate with our clients via text, while also recognizing the costs that may come should we neglect to put processes in place in order to remain compliant when doing so. That piece is available here.

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With Orion Advisor Solutions’ acquisition of Redtail Technology in June of 2022, Redtail’s founder and former CEO Brian McLaughlin became Orion’s President of CRM as well as a member of Orion’s board. Now, with the September 6 announcement that Orion is reorganizing to concentrate focus on three strategic business lines (Advisor Tech, OCIO and TAMP), Brian is moving into the role of president, Orion Advisor Tech.

McLaughlin’s promotion, along with Orion’s hiring of Mike Wilson, formerly of LPL, to the position of Executive Vice President, Orion Tech Suite, herald a clear-eyed focus on tech expansion and integrations moving forward. Redtail subscribers, as well as those using Orion solutions, should expect to benefit from these industry veterans’ commitment to roadmapping and execution of future technology, existing solution upgrades, and integrations to “enhance and connect every aspect of the advisor-client journey”.

You can read more about the realignment, as well as some of the industry reaction to the news, here.

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AllBackOffice Consulting: “Operations and Technology Solutions for Wealth Management”

ABOUT AllBackOffice Consulting “AllBackoffice is dedicated to helping independent financial advisors, wealth managers, and fintech solution providers regain focus on the areas of business that they do best. With a core focus on middle and backoffice functions, our team converts 100% of financial services work into highly automated solutions so that our clients can live their best lives by doing their best work.

Our operations team understands the struggles many independent advisors face. Every adviser reaches a point where the consistent delivery of services devolves into a burden rather than the passionate expertise that first sparked the formation of their practice. This is where AllBackoffice steps in.​

Our virtual operations, administrative, and technical assistance for independent advisors solves the challenges of staffing, technology issues, rising overhead, and the complexity of getting the most from your technology. Our personalized support packages for independent RIAs include strategic coaching, transition services, outsourced workflow support, and turnkey management of technology platforms.​

Integrated and partnered with a wide array of industry experts, software companies, and financial institutions, AllBackoffice offers both individual services and a full-service offering for both front and back-office of success.“

Redtail-specific services AllBackoffice can provide include:

• Establishing and implementing new instances of Redtail for advisors needing their administrative assistant services
• Data imports, typically from flat files, as well as manual data entry and clean up of existing client details
• Managing and editing workflows for new account opening or other normalized client requests
• Managing data flow between Redtail and other applications
• Mapping households and accounts for the Redtail end-client portal and uploading data and performance reports from PortfolioCenter into Redtail
• Creating workflow and calendar alerts in Redtail to help advisors and their administrative staff stay on target with all required compliance efforts
• Marketing administration support, mostly with maintaining and sharing contact details for use with email management systems, such as Mail Chimp or Constant Contact.

AllBackoffice also offers those enlisting their service a first line of support for Redtail-related questions when they arise.

Contact information for AllBackoffice Consulting is available here.

Redtail CEO Brian McLaughlin recently penned an Opinions piece for Financial Planning where he considers some of the ways fintech will continue to find ways to further advisor growth and efficiencies through technology, even as some of the coattail effects all industries have benefitted from due to Moore’s Law begin to shorten over time.  That piece is available here.

Redtail CEO Brian McLaughlin recently joined Nicole Casperson at InvestmentNews for a 3Questions segment. In their short conversation Brian discusses how the pandemic has further underlined the value of CRM’s importance in financial services as well as discussing why Redtail so highly values education as a fintech provider. That episode is available here.

Riskalyze’s Fearless Week 2021 has passed, but we are excited to be able to share the Rules for Advisors to Survive Zombieland session that our very own Rick Williamson (aka Ricky Redtail) presented to conference participants. As usual with Rick, it’s chock full of movie references, helpful practice management tips, and his own particular brand of mayhem, all adding up to an entertaining and informative session with lots of takeaways!

Redtail’s Director of Sales, David Mehlhorn, recently joined Rob Santos and Rory Henry, hosts of the AFO Wealth Management Forward podcast. During their conversation David hits on Redtail’s value as a solution for client onboarding, client experience, and targeted marketing efforts. He also provides insights on what sets Redtail CRM apart from many of the other CRMs out there. You can click the play button below to listen to their conversation.

Did you hear that INSITE is virtual this year? And it’s free.

You can join each day, June 8-10, from 11am-noon ET for a mainstage program, including:

• Organizational psychologist and bestselling author, Adam Grant
• CNN Chief Medical Correspondent, Dr. Sanjay Gupta
• Tony and Grammy award winner, Leslie Odom, Jr.
• Rosie Rios, the 43rd US Treasurer

Then, in addition to these live sessions, throughout the month of June you can view on-demand content and podcasts with a very impressive list of industry leaders. You will also have the opportunity to check out Redtail’s on-demand session.

Grab your virtual seat and register today at BNYMellonINSITE.com.