Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our June 2023 newsletter, delivered today to subscribers, includes information on Redtail Plans, an Orion Stacks summer promotion, open registration links for two upcoming RTU events, and more! Even if you aren’t a subscriber though, you can still check out the June issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

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Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our May 2023 newsletter, delivered today to subscribers, includes information on Orion’s new website launch, open registration links for two upcoming RTU events, a new Manage Your CRM series post, new integrations, and more! Even if you aren’t a subscriber though, you can still check out the May issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

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In May of 2023, our Building Your Tech Stack webinar series will focus on partners in the Advisor Tools and Financial Planning categories.

Advisor Tools

In a May 16th Building Your Tech Stack webinar with Flourish, we’ll be covering:

Why Advisors Need to Have a Solution for Held-Away Cash

Most RIAs have historically ignored the cash that clients have sitting in checking and savings accounts – yet high net worth individuals often hold 10-20% of their wealth in cash. Rising rates and recent events in the banking industry have driven home the need for RIAs to have a solution for held-away cash, from helping clients protect their safest asset to driving firm growth.

Flourish Cash is the only cash management solution built exclusively for independent advisors, serving 550+ RIAs that represent $1.5T in AUM. Join Ben Cruikshank, President of Flourish, to learn more about Flourish Cash, from how growth-oriented firms are using cash to grow their business to how integrations with systems like Redtail and Orion make it easy to integrate cash within your business.

Flourish Cash is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.

Register now for this webinar on May 16th at 10:00 am Pacific.

Financial Planning

In a May 30th Building Your Tech Stack webinar with Income Lab, we’ll be covering:

Enhance Client Experience and Efficiency with Retirement Management Software

Register now for this webinar on May 30th at 10:00 am Pacific.

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ABOUT this webinar
Topic: Revolutionize Your Process Management with Orion and Redtail

Description: Join us for a deep dive into the powerful integration between Orion and Redtail CRM. In this webinar, we’ll show you how the seamless connection between these two technologies can revolutionize your workflow and help you build stronger client relationships.

Make CRM the hub with Portfolio View, which allows you to see your clients’ portfolios right within Redtail, without the need to switch between multiple applications. This streamlined view gives you a comprehensive overview of your clients’ investments, allowing you to make informed decisions and provide better service. We’ll also show you how Redtail data can feed important tasks like proposal generation, saving you time and reducing the risk of errors.

Don’t miss out on this opportunity to see firsthand how Orion and Redtail can transform the way you work.

Register now for this webinar on April 18 at 12:00 pm Pacific.

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In April of 2023, our Building Your Tech Stack webinar series will focus on partners in the Voice Dictation, Advisor Tool, Portfolio Management and Financial Planning categories.

Voice Dictation

In an April 4th Building Your Tech Stack webinar with Mobile Assistant, we’ll be covering:

Redtail + Mobile Assistant = Template-Driven Workflows

Learn how Mobile Assistant’s / Redtail’s templates help improve processes, drive efficiency, and foster the use of workflows.

Register now for this webinar on April 4th at 10:00 am Pacific.

Advisor Tools

In an April 18th Building Your Tech Stack webinar with Finpace, we’ll be covering:

Redtail + Finpace = Speed and Precision

Register now for this webinar on April 18th at 10:00 am Pacific.

Portfolio Management

In an April 18th Building Your Tech Stack webinar with Orion, we’ll be discussing how you can:

Revolutionize Your Process Management with Orion and Redtail

Join us for a deep dive into the powerful integration between Orion and Redtail CRM. In this webinar, we’ll show you how the seamless connection between these two technologies can revolutionize your workflow and help you build stronger client relationships. Make CRM the hub with Portfolio View, which allows you to see your clients’ portfolios right within Redtail, without the need to switch between multiple applications. This streamlined view gives you a comprehensive overview of your clients’ investments, allowing you to make informed decisions and provide better service. We’ll also show you how Redtail data can feed important tasks like proposal generation, saving you time and reducing the risk of errors. Don’t miss out on this opportunity to see firsthand how Orion and Redtail can transform the way you work.

Register now for this webinar on April 18th at 12:00 pm Pacific.

Financial Planning

In an April 25th Building Your Tech Stack webinar with Holistiplan, we’ll discuss:

Redtail + Holistiplan = 2023 Year of Tax Planning

Tax planning is quickly being added to the list of things clients expect their financial advisor to provide. Come hear how Holistiplan is simplifying the process of planning by providing advisors with a software solution that helps advisors save hours of their time by providing them with actionable observations about the client’s return and a way to model changes for the future.

Register now for this webinar on April 25th at 10:00 am Pacific.

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One of the most exciting aspects of Redtail’s acquisition by Orion is the opportunities it opens up for us to provide big wins for our mutual users in terms of integrations. Today, we’re rolling out what we know we will be the first of many wins for those of you who use the Orion integration.

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN ORION ADVISOR TECHNOLOGY AND REDTAIL CRM? New integration points include:

• an Orion tab on your Today page in Redtail CRM, which, once clicked, displays Orion Portfolio View within Redtail, fully navigable and offering the same options you had when you were within Orion:

• an Orion Portfolio tab in the Accounts area of Redtail CRM for each of your individual clients. Here, you’ll find a client’s portfolio summary and all of the detailed reporting options accessible via Orion:

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here.

UPCOMING WEBINAR Register now for our upcoming webinar, Orion + Redtail Part 2: Transforming Advisor Growth through Next Generation CRM Technology, on September 7 at 2pm Central.

Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our June 2022 newsletter, delivered yesterday to subscribers, includes information on the 2022 T3 Survey, links to an upcoming webinar with Orion where you can learn more about our roadmap, the May winner(s) of our Best Paw Forward Photo Challenge, an ongoing series on Managing your CRM, and more! Even if you aren’t a subscriber though, you can still check out the June issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our May 2022 newsletter, delivered today to subscribers, includes information on the big Orion news, some CRM updates, the April winner(s) of our Best Paw Forward Photo Challenge, an ongoing series on Managing your CRM, and more! Even if you aren’t a subscriber though, you can still check out the May issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

OMAHA, Neb., & SACRAMENTO, Calif., April 19, 2022 /BUSINESS WIRE/ (original press release here) — Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, announced today a definitive agreement to acquire Redtail Technology, a leading web-based client relationship management (CRM) software firm serving the wealth management industry. Together, the two firms are poised to transform the way advisors scale their businesses through technology and outsourced solutions, enabling them to focus on client service and maintain their competitive edge.

“This acquisition presents a game-changing opportunity for growth-focused independent advisors, as it will make our robust tech stack ecosystem even more valuable. Redtail has long been a valued technology integration partner to Orion, and we share a core value of being committed to serving independent advisors,” said Eric Clarke, founder and CEO of Orion. “The addition of Redtail to Orion will further enhance our user experience. By embedding Redtail’s highly regarded, next-generation CRM software with our portfolio accounting and advisor technology, we will connect the advisor-client journey with a highly integrated, most-in-one technology suite.”

The addition of Redtail’s industry-leading CRM technology to Orion’s open architecture platform can serve as the foundation for advisors’ tech stacks, connecting the advisor-client journey via an end-to-end seamlessly integrated platform built around a CRM hub.

“We created Redtail nearly two decades ago to enable independent advisors to provide differentiated client experiences and better manage their client base through systematized and, therefore, repeatable processes. Our aim has always been to free advisors up to spend more time engaging with their clients and prospects in meaningful ways. Now, the opportunity to join Orion will greatly benefit both companies’ client bases via a seamlessly connected, end-to-end technology experience that solves some of their tech integration challenges,” said Brian McLaughlin, co-founder and CEO of Redtail. “We’ve worked side-by-side as integration partners for many years; this is a natural progression for us to come together to benefit RIAs who seek an integrated suite of technology to grow their businesses.”

Post-close, Redtail co-founder and CEO Brian McLaughlin will become Orion’s President of CRM reporting to Orion CEO Eric Clarke. At that time, McLaughlin will join both Orion’s executive team and its Board of Directors. In addition to McLaughlin, Redtail’s executive leadership team and employees will continue working out of their existing locations as part of Redtail, which will become a brand entity of Orion.

The transaction is expected to close in the second quarter of 2022 following the completion of customary closing conditions, including regulatory clearances. After the deal is complete, the combined technology platform experience is expected to come to market quickly as APIs and deep integrations are already in place. As open architecture platforms, Orion and Redtail will continue to support their existing technology integrations for clients.

To learn more, visit the Resource Center at https://orion.com/redtail/. Additional transaction details will not be disclosed.

About Orion Advisor Solutions

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, HiddenLevers, and BasisCode create a complete offering that empowers firms to attract new clients seamlessly; connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. As a result, Orion supports more than 2,300 independent advisory firms with $1.9 trillion in assets under administration and $60 billion of wealth management platform assets (as of March 31, 2022), making Orion the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.

About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.

Contacts

Michele Steinmetz
Director of Communications, Orion
215.817.5610
michele.steinmetz@orion.com

Candice Hudson
FleishmanHillard, on Orion’s behalf
580.564.5995
Candice.hudson@fleishman.com

“You have to have a huge amount of collaboration between companies to make it work and to really tweak it and get it all set up. And when you have that great partnership, you know, miracles happen and great innovation happens.”

Redtail CEO Brian McLaughlin joined co-hosts Ryan Donovan and George Svagera of Orion Advisor Technology to talk about building a successful fintech partnership. Their wide-ranging conversation also touched on how FinTechs are adapting to work during the pandemic, how the California wildfires have affected Redtail employees in our Sacramento location, conference swag, and pajamas for men! That episode is available here.