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My BillFin Story by Edwin Retter

Many thanks to BillFin for streamlining our firm’s invoicing process!  As a small but growing RIA, we are always looking for cost-effective ways to increase productivity and have more time to work with clients.  Technology solutions play a big role, of course, and BillFin is worth every penny.  Customizing their software to our specific firm

Oppenheimer Integrates Redi2 to Better Serve Financial Advisors

Process Efficiencies, Fee Disclosure, Ability to Scale Drive Decision Redi2 Technologies, announced its integration with Oppenheimer Asset Management, an affiliate of Oppenheimer & Co. Inc., a leading investment bank and full-service investment firm providing investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide.