WealthManagement.com – February 2024

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.

Scroll to Top

Get in touch

Contact Us

Sponsor T3’s 20th Anniversary Event

Fill out the form below to request sponsorship information: