Webinar banner
Eliminate Duplicate Data Entry with Orion & Redtail’s Automated Two-Way Sync
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.

Jun 26, 2019 11:00 AM in Central Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: webinars@orionadvisor.com.