From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.
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Eliminate Duplicate Data Entry with Orion & Redtail’s Automated Two-Way Sync
June 26 @ 11:00 am - 12:00 pm
You have enough to worry about as a financial advisor; you shouldn’t lose sleep wondering if the contact records in your Redtail CRM match the data in Orion. That’s why we’ve deepened our integration with Redtail to include an automated two-way data sync. Now, contact record updates you make in either system will automatically flow through to the other, saving you the trouble of updating both systems. If you’re using Redtail and Orion, this is an integration you’ll want to use. Join our webinar to find out how to start using it today.