Enhanced Features Attract New Users Since its introduction in 2015, Redi2 Technologies' BillFinTM solution has been adopted by more than 265 financial advisors to help them streamline their client billing process, with usage rapidly increasing 150 percent since October 2016. “In the current environment, with the increasing cost of regulatory compliance and downward pressure on fees, advisors are looking for ways to operate more efficiently while still providing the best possible service to clients,” said Redi2 President and COO Fermin Garcia.
Conveying professionalism to your clients Fees and billing are one of the most sensitive touch points within the advisor-client interaction. When your clients receive their statement of fees, direct debit notice, or invoice there is a moment of truth when the value of your services gets assessed.
DOL Rule & Scalability - Drive Decision Redi2 Technologies, the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, announced its integration with FolioDynamix, a leading wealth management technology solution provider.