Oranj, the free end-to-end wealth management software, will integrate with Redtail Technology, a provider of web-based client relationship management for financial advisors, the firms announced Thursday.
The combination will allow users real-time updates across both platforms and "provide a seamless flow of client data, minimizing errors and redundancies," the companies said in a statement.
"Our integration with Redtail can help advisors reduce their practices' software costs by potentially replacing other costly software they're using to run their businesses," David Lyon, Oranj founder and CEO, said in a statement.
