News & Events

YOUR INVOICE, YOUR BRAND

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.

FOLIO DYNAMIX PARTNERS WITH REDI2

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.