Two vitally important topics concern all investment managers: Achieving market-beating performance returns and consistently exceeding clients’ demanding expectations. So important are these concerns that most technology expenditures at investment management firms go towards acquiring, supporting, and maintaining the all-important systems that support investment research and trading. However, the best investment managers go beyond this thinking and also invest in technology that provides them operational scale at reduced costs while improving the client experience.

At Redi2, we believe that a significant component to achieving operational scale is leveraging technology to automate client information and communication functions.

Leveraging technology to automate client reporting, fee billing, and invoicing is especially important because these functions are not just complex and resource-intensive, they are also client-facing.

Redi2 Technologies offers flexible and functionally advanced fee billing and revenue management solutions to investment managers of institutional, private client, and third-party sponsored managed accounts.