Redtail Technology Updates Imaging, an Enhanced Electronic Document Storage Solution
Featuring a redesigned user interface, Redtail Imaging offers an organized and compliant way to go paperless; integrates seamlessly with your CRM
SACRAMENTO, Calif.–(BUSINESS WIRE)–#BulkFileDownload—Redtail Technology (Redtail), a brand entity of Orion Advisor Solutions and the leading provider of client relationship management (CRM) solutions for financial services firms, today announced major enhancements to Redtail Imaging – its compliant, secure, organized and efficient document storage solution. Updates to Imaging include increased capability across operating systems, new licensing options, a redesigned user interface and the addition of an image archive allowing for the restoration of deleted files.
The upgrade will allow users to upload and download files in bulk directly from the web-based imaging app, alleviating the need for bridge software which was previously necessary to perform this function. Additionally, the upgrade enhances the overall user experience with previously unavailable compatibility for macOS users, and now includes an archive feature, enabling users to restore deleted files.
“We are always looking to introduce innovative enhancements across our solutions as we are acutely aware of advisors’ need for modern, cloud-based, compliant document storage. A major upgrade to our Imaging solution has been one of our focuses this year and we are excited to now make this available,” said Brian McLaughlin, Orion’s President of Advisor Technology and Redtail Co-Founder. “These upgrades will simplify advisors’ day-to-day workflow and give them more time to focus on client service.”
Redtail will also offer a new licensing structure to advisors, allowing them to choose between two options with far greater storage limits than before. Entry-level licensing will allow for up to 200GB of storage and the enterprise license is capable of up to 1TB of storage.
The completely revamped user interface makes navigation intuitive and seamless. Redtail is offering a free trial for new or prospective users who may be interested in signing up for Imaging.
About Redtail Technology
Founded in 2003 and acquired by Orion Advisor Solutions in 2022, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), advisor marketing technology (Redtail Campaigns), paperless office, and email archiving solutions in the financial services industry. Redtail is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a brand entity of Orion and a pioneer in the financial technology industry, Redtail is committed to providing advisors with exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.
About Orion Advisor Solutions
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital to create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial 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 assets (as of 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 looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.
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