“Throughout the development process, we've looked carefully at feature requests and suggestions from our users that have gathered the most support,” Brian McLaughlin, CEO of Redtail Technology, said. ...

NASHVILLE, Tenn.--(BUSINESS WIRE)--360 View, a trusted provider of customer relationship management software for financial institutions, announced today the release of the official update to their ...

The new software, unveiled at the company's SAP Influencer Summit conference in Boston, also offers streamlined sales, marketing and customer service business processes, said Bob Stutz, SAP senior VP ...

Morningstar Inc. is integrating Redtail Technology’s customer relationship management (CRM) capabilities into Morningstar Office, its portfolio and practice management system for financial advisers.

Redtail Technology and Morningstar have partnered to integrate proprietary investment research and portfolio analytics within new client relationship management (CRM) software tools for advisers.

For more than a year, Microsoft officials have been talking up the notion of "Office-centric" and "role-based" interfaces as the next big thing for its ERP and CRM wares. At the Convergence conference ...

Rocket CRM has announced the launch of an innovative communication tool designed to address missed customer interactions, further enhancing operational efficiency for businesses of all sizes. The ...

What does “social” mean? It’s easy to get lost in the social jargon that is rampant in the business world: social enterprise, social media, social applications and other buzz phrases. When it comes ...