There were two announcements about AI notetaking integration for the popular Orion Redtail CRM this week.
First, GReminders announced an expansion of its existing integration with Redtail, bringing AI-powered meeting assistant technology into the CRM platform. The enhanced integration embeds notetaking, pre-meeting intelligence and scheduling natively within advisors’ primary CRM workflow.
More than 2,500 advisors currently use the GReminders-Redtail integration, making it GReminders’ most widely used CRM partnership. The enhancement allows advisors to manage the entire meeting lifecycle from preparation to follow-up inside the Redtail interface.
The integration generates AI-powered meeting notes and stores them in Redtail, provides AI-prepared pre-meeting briefs, and enables client scheduling with activity synced to contact records. A new GReminders meeting tab appears within each client record, giving advisors real-time access to AI-generated summaries, scheduling activity and booking management.
“This integration addresses the entire meeting lifecycle for our advisors,” said Brian Towner, assistant vice president of product strategy at Orion. “It not only streamlines scheduling and meeting preparation, but it also helps advisors adopt new AI tools quickly without disrupting the systems they already rely on every day.”
All existing Redtail and GReminders users can enable the integration at no additional cost.
And secondly, while advisors won’t need to have both, they do have additional choice in AI-driven notetaking and communications automation as Hamachi.ai announced an integration with Redtail that enables financial advisors to use AI-powered tools within their existing CRM workflows while maintaining regulatory compliance. The integration, available immediately, enables CRM data to flow into AI-assisted email drafting, household briefs, and daily summaries without changing how advisors use Redtail.
Hamachi was launched in October by long-time Orion CEO Eric Clarke, Redtail founder and CEO Brian McLaughlin, and two other former Orion executives.
The integration allows Redtail users to access Hamachi’s intelligence hub, which converts CRM data into insights and compliant client communications. Redtail remains the system of record while Hamachi applies firm-specific policies and controls to ensure outputs align with SEC and FINRA requirements and protect personally identifiable information.
Unlike traditional AI tools that rely on unstructured prompts or manual data entry, Hamachi uses Redtail data as structured context.
Hamachi is available at a price starting at $25 per user per month. For end clients, the integration supports clearer communication and a more proactive advisory experience while firms retain confidence that AI usage remains aligned with regulatory expectations.
Last week, Hamachi.ai announced that independent broker/dealer United Planners had signed on as its first enterprise AI partner.
Advisor CRM Announces Trove AI Tool Beta
Advisor CRM announced the closed beta of Trove this week, an AI-native opportunity discovery platform for wealth management firms. According to the company, the software identifies growth opportunities within existing client bases by monitoring data across multiple systems.
Trove reviews client relationships across CRMs, custodians, email, meeting notes and insurance policies to identify time-sensitive opportunities, such as CD maturities, annuity surrender dates and life event signals. The platform operates in the background without requiring advisors to change workflows or replace existing technology.
The platform is intended for use by RIAs, hybrid insurance-advisory firms, broker/dealers and producer-led teams. Trove has been in development for over a year and is currently being used by 10 firms during the closed beta; those firms have combined $6 billion in assets under management.
Trove integrates into existing workflows and highlights opportunities in real time, and requires human approval before taking any action.
“Trove is designed to observe and surface opportunities without disrupting how firms operate, and without ever compromising data privacy,” said Leibel Sternbach, partner and chief technology officer of Advisor CRM. A waitlist is now open for firms interested in the platform.
Advisor CRM launched in November 2024 and, in September 2025, add-on for $59 per month, supporting up to 5 users.
Private Markets Startup iAlta Announces Delio Acquisition
iAltA Holdings has acquired Delio, a provider of white-label operating systems for private markets distribution and reporting. The acquisition marks the third for iAltA’s Private Markets vertical and expands the WestCap-backed company’s infrastructure solutions for asset managers and wealth firms.
Delio provides operating systems and investment structures that enable asset managers, wealth firms and other distributors to digitize, distribute and report on private market products. The company’s Delio Core OS uses configurable, low-code tools and modules to deliver digital client experiences within alternative investing.
Delio serves more than 50 global financial institutions across 18 regulatory jurisdictions, supporting more than 12,000 end clients worldwide.
The acquisition follows iAltA’s purchases of Verivend and Betterfront last year. This year, iAltA’s Wealth vertical acquired BridgeFT.
Launched in 2025 by founding partners Scott Ganeles, Bill Sherman, Bill Crager and Laurence Tosi, iAltA operates subsidiaries independently while contributing to a unified digital ecosystem.
New Strategic Partnership Announced for Avantos
Guardian Life Insurance Company of America announced a strategic partnership with Avantos, an AI-native operating system for financial institutions, and an investment in the company.
Terms or details of the investment were not disclosed, but Guardian was among the investors in Avantos’s recent $25 million Series A funding round.
According to the company, its investment reflects its commitment to leveraging AI technology to modernize platforms and enhance wealth management capabilities for advisors serving clients’ financial needs.
The partnership will provide Guardian’s financial advisors with AI-driven tools to streamline client onboarding and improve productivity.
The collaboration enables advisors to connect data, teams, and workflows in a single system, delivering consistent onboarding experiences while reducing friction in client management.
Guardian serves as both a client and a strategic insurance partner for Avantos, with plans to expand AI capabilities over time to support advisors in addressing clients’ investment and protection needs.
The partnership follows recent enhancements to Guardian’s wealth management capabilities, including the January introduction of the Guardian Wealth Advanced Markets team, comprising attorneys, CPAs, CLUs, ChFCs and tax professionals.
