Orion Advisor Solutions, an advisory technology vendor and turnkey asset management platform, announced Tuesday that it's acquiring Redtail Technology, which provides customer relationship management software for financial advisers.
Eric Clarke, Orion’s founder and CEO, said in a statement that the deal will “make our robust tech stack ecosystem even more valuable.”
“By embedding Redtail’s highly regarded, next-generation CRM software with our portfolio accounting and advisor technology, we will connect the advisor-client journey with a highly integrated, most-in-one technology suite,” Clarke said.
The transaction is expected to close in the second quarter. The terms of the transaction weren't disclosed.
Brian McLaughlin, Redtail’s CEO and co-founder, will become president of Orion, reporting to Orion CEO Eric Clarke; McLaughlin will also join Orion’s board.
Redtail will become an Orion brand and Redtail’s executives and employees will continue working in their current locations.
According to the announcement, combining the two platforms will happen quickly once the deal closes because “APIs and deep integrations are already in place.”
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