New York, April 04, 2023 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’ financial ...

. "That said, as members of the advisor fintech community, it's Redtail's responsibility to keep our fingers on the pulse of which technologies advisory firms are either keen or slow to adopt. We set ...

OMAHA, Neb.--(BUSINESS WIRE)--With the T3 Technology Conference kicking off today in Las Vegas, Orion Advisor Solutions announced powerful enhancements and integrations showcasing the unstoppable ...

Less than two weeks after announcing a two-way integration with Riskalyze, marketing firm Twenty Over Ten is partnering with CRM software developer Redtail Technology on a new integration. The latest ...

Portfolio management provider Orion Advisor Services announced progress in integrations with three third-party technology providers Thursday. The first two include improvements to already-built ...

RIVERSIDE, CA, USA, June 27, 2023/EINPresswire.com/ -- The AI and Automation Summit for Financial Advisors, a one-of-a-kind event featuring innovative technology ...

McLaughlin was co-founder of the customer relationship management (CRM) software developer Redtail Technology, which Orion bought in 2022. He has since helped develop and grow new advisor tech ...