Redtail Imaging features a redesigned user interface that provides an organized and compliant way to go paperless; integrates seamlessly with your CRM
Sacramento, CA, December 8, 2022–(BUSINESS WIRE)–Redtail Technology (Redtail)Orion Advisor Solutions, a leading provider of customer relationship management (CRM) solutions for branded entities and financial services firms, today announced the red tail imaging – Its compliant, secure, organized and efficient document storage solutions. Imaging’s updates include enhancements across operating systems, new licensing options, a redesigned user interface, and the addition of image archives that allow recovery of deleted files.
The upgrade will allow users to bulk upload and download files directly from web-based imaging applications, reducing the need for bridging software previously necessary to perform this function. Additionally, the upgrade enhances the overall user experience with compatibility not previously available to macOS users, and now includes an archive feature that enables users to recover deleted files.
“We are always looking to introduce innovative enhancements to our solutions as we are acutely aware of consultants’ needs for modern, cloud-based, compliant document storage. A major upgrade to our imaging solution is One of our priorities this year, and we’re excited to be able to offer it now,” Say Brian McLaughlin, President of Technology Advisory at Orion and Co-Founder of Redtail“These upgrades will streamline advisors’ daily workflows, allowing them more time to focus on client service.”
Redtail will also offer advisors a new licensing structure that allows them to choose between two options with much larger storage limits than before. The entry-level license will allow up to 200GB of storage, and the enterprise license will allow up to 1TB of storage.
A completely revamped user interface makes navigation intuitive and seamless. Redtail offers a free trial for new or potential users who may be interested in signing up for Imaging.
For more information on licensing and pricing, visit red tail imaging or To take advantage of the free trial, click here.
About Red Tail Technology
Founded in 2003 and acquired by Orion Advisor Solutions in 2022, Redtail Technology is a web-based customer relationship management (CRM), compliance SMS solution (Redtail Speak), consultant marketing technology (Redtail Campaigns), paperless office and email archiving solutions for the financial services industry. Redtail is dedicated to helping advisors effectively grow their firms by providing them with the core technology that drives their daily operations, providing low-cost and easy-to-implement applications, and integrating with many of the industry’s most widely used applications. As Orion’s branded entity and a pioneer in the financial technology industry, Redtail is committed to providing advisors with exceptional client service and strives to contribute in meaningful ways to local communities in California, Arizona and Georgia. For more information, visit www.redtailtechnology.com.
About Orion Advisor Solutions
Orion is a leading provider of technology-enabled fiduciary processes that transform the advisor-client relationship by enabling financial advisors to envision, plan, invest and realize in a single, connected, technology-driven experience. Our branded entities Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology and TownSquare Capital have joined forces to create a complete offering that enables firms to seamlessly onboard new clients, linking goals more meaningfully to investment strategy and outcomes Get up, and ultimately track the progress of each investor’s unique definition of financial success. With the addition of Redtail and TownSquare, the combined platform has $3 trillion in assets under management and $56 billion in wealth management platform assets (as of September 30, 2022). Powering more than 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms seeking to strengthen client relationships, gain a competitive advantage in a crowded marketplace, and build a strong, profitable business. Learn more at www.orion.com.
2377-OAT-12/7/2022
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