Deal snapshot: Orion to Acquire Financial Advisor CRM Provider Redtail Technology.
MANews-(C)2009-2022
US-based wealthtech solutions provider Orion Advisor Solutions has inked a definitive agreement to acquire web-based client relationship management software firm Redtail Technology, which serves the wealth management industry, the company said.
Orion said the addition of Redtail's CRM technology to Orion's open architecture platform can...
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