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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Red Tail

Profile

Founded in 2003 and acquired by Orion Advisor Solutions in 2022, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Red tail Speak), advisor marketing technology (Redtail Campaigns), paperless office, and email archiving solutions in the financial services industry. Redtail 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.