Statements (30)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Customer relationship management software
|
| gptkbp:acquiredBy |
gptkb:Orion_Advisor_Solutions
|
| gptkbp:acquisitionYear |
2022
|
| gptkbp:countryOfOrigin |
gptkb:United_States
|
| gptkbp:developedBy |
gptkb:Redtail_Technology
|
| gptkbp:feature |
Reporting
Task management Workflow automation Mobile access Contact management Email integration Calendar integration Document storage |
| gptkbp:foundedYear |
2003
|
| https://www.w3.org/2000/01/rdf-schema#label |
RedTail CRM
|
| gptkbp:industry |
Financial services
|
| gptkbp:integratesWith |
gptkb:DocuSign
gptkb:Google_Workspace gptkb:Morningstar gptkb:MoneyGuidePro gptkb:Riskalyze gptkb:Laserfiche gptkb:Microsoft_Outlook gptkb:eMoney_Advisor Orion Advisor Tech |
| gptkbp:platform |
Web-based
|
| gptkbp:targetAudience |
Financial advisors
|
| gptkbp:website |
https://www.redtailtechnology.com/
|
| gptkbp:bfsParent |
gptkb:RedTail
|
| gptkbp:bfsLayer |
7
|