Orion announces Client Communication Technology with Redtail Suite Sync at the 2024 T3 Conference held in Las Vegas January 22-25, 2024. Brian McLaughlin, president of Orion Advisor Technology, discusses the launch of Redtail Suite Sync – a seamless email, calendar, and contact syncing tool, and why email and calendar syncing ranked as the top-requested feature by Redtail advisors.
Watch the video: How Orion and Redtail Are Boosting Advisor Efficiency with New Features.
