Featuring a revamped interface, Redtail Imaging provides an arranged and compliant method to go paperless; incorporates effortlessly with your CRM
SACRAMENTO, Calif., December 08, 2022–(BUSINESS WIRE)–Redtail Innovation (Redtail), a brand name entity of Orion Consultant Solutions and the leading company of client relationship management (CRM) services for financial services firms, today revealed major enhancements to Redtail Imaging— its certified, safe and secure, arranged and effective document storage solution. Updates to Imaging include increased ability throughout operating systems, brand-new licensing alternatives, a revamped user interface and the addition of an image archive permitting the remediation of erased files.The upgrade will enable users to upload and download files wholesale directly from the web-based imaging app, relieving the need for bridge software application which was previously needed to perform this function. Additionally, the upgrade enhances the overall user experience with previously unavailable compatibility for macOS users, and now includes an archive function, allowing users to restore deleted files.”We are constantly looking to introduce ingenious enhancements across our services as we are acutely aware of consultants’requirement for contemporary, cloud-based, certified file storage. A major upgrade to our Imaging solution has actually been among our focuses this year and we are excited to now make this offered,”stated Brian McLaughlin, Orion’s President of Advisor Innovation and Redtail Co-Founder.” These upgrades will streamline advisors’everyday workflow and give them more time tofocus on customer service.” Redtail will likewise provide a brand-new licensing structure to consultants, allowing them to pick in between 2 choices with far higher storage limits than before. Entry-level licensing will permit approximately 200GB of storage and the business license is capable of as much as 1TB of storage.The completely revamped interface makes navigation instinctive and smooth. Redtail is using a complimentary trial for brand-new or potential users who might have an interest in registering for Imaging. Story continues To find out more about licensing and rates, go to Redtail Imaging or to benefit from the totally free trial, please click here.About Redtail Innovation Founded in 2003 and obtained by Orion Consultant Solutions in 2022, Redtail Technology is a leading provider of web-based Customer Relationship Management(CRM), certified text messaging solutions
(Redtail Speak), advisor marketing technology(Redtail Campaigns ), paperless office, and e-mail archiving solutions in the financial services industry. Redtail is devoted to helping consultants efficiently grow their companies by offering them with the core technologies that drive their day-to-day operations, providing low expense and easy to execute applications and incorporating with a number of the market’s most commonly used applications. As a brand name entity of Orion and a pioneer in the monetary technology market, Redtail is dedicated to providing advisors with remarkable client service and aims to contribute in meaningful ways to its regional neighborhoods in California, Arizona, and Georgia. For more information, go to www.redtailtechnology.com.About Orion Consultant Solutions Orion is a leading provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by making it possible for monetary advisors to Possibility, Strategy, Invest, and Attain within a single, linked, technology-driven experience. Integrated, our brand entities, Orion Consultant
Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Innovation, and TownSquare Capital to develop a complete offering that empowers firms to draw in brand-new customers perfectly, link objectives more meaningfully to investment methods and outcomes, and ultimately track development towards each financier’s distinct definition of monetary success. With the addition of Redtail and TownSquare, the combined platform services$3 trillion in assets under administration and $56 billion of wealth management platform possessions(since Sept. 30, 2022 ). Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms seeking to enhance their customer relationships, gain an one-upmanship in a congested marketplace, and construct strong, lucrative services. Learn more at www.orion.com.2377-OAT-12/ 7/2022 View source variation on businesswire.com: https://www.businesswire.com/news/home/20221208005463/en/Contacts!.?.!Media Contacts(on Orion’s behalf): StreetCred PR [email protected]!.?.!Tommy [email protected] 347-400-3483 Allie [email protected] 516-581-7202