News, Vision & Voice for the Advisory Community


Orion speed-closes Redtail purchase in 48 days, so Eric Clarke can get right to work stacking it with four other M&A deals in two years at his Omaha mothership

Clarke now 'holds all the cards' to 'own the desktop' of hundreds of thousands of advisor firms, one consultant says, but analysts wonder whether Orion really has the 'bandwidth' to make a tech stack out of so many towering silos.

Author Oisin Breen June 9, 2022 at 1:39 AM
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Eric Clarke: Today, we start bringing Orion and Redtail together.




Chris G

Chris G

June 9, 2022 — 4:18 AM
Its interesting because Salesforce needs links to Orions data and Redtail can skip that step and create a single invoice delivered from Orion via bundling Redtail with core Orion. Salesforce and others can still get large RIA biz but medium and smaller RIA’s dont have in house sophisticated IT people to make the Salesforce experience great and so this is where Redtail can potentially dominate.
Franklin T

Franklin T

June 11, 2022 — 6:35 AM
Chris, to highlight and share some fun thoughts; Orion can integrate into Salesforce FSC within 24hrs via AppCrown + multicustodian and planning apps for a full in-depth CRM 360 approach w/o the high cost implementation. Turnkey.

Related Moves

September 8, 2023 at 11:58 PM

Orion Advisor Solutions calls 6% staff reduction a 'final action,' after ballooning headcount 40-plus percent since 2020 by gorging on Brinker, Redtail and five other companies

The Omaha, Neb., administrator of $3.6 trillion will cut 'duplicative' back office jobs to reduce staff to 1,320 from about 1,400.

September 30, 2023 at 2:31 AM

Skience, a top Salesforce customizer, just lost three top-tier execs -- boom, boom, boom -- with Salesforce overhang likely contributing in hotly competitive market

No sooner did the Herndon, Va., reseller roll out 'bundles' to RIAs and enterprises than its president/COO and two sales/marketing talents exited as its offering faces world of new challenges.

April 22, 2023 at 5:23 AM

The RIA world's provacateur, Raj Udeshi, left Orion to go 'nuts,' bears no grudges after the Riskalyze assault, and reveals his one regret was taking too little risk

Now in Kern County, Calif. the HiddenLevers founder, 45, is growing pistachios for 'single-digit' returns and maintains a great relationship with Eric Clarke and Orion.

March 22, 2023 at 1:48 AM

Mentioned in this article:

Redtail Technology
CRM Software
Top Executive: Brian McLaughlin

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