Investment managers share two vital priorities: Consistently exceeding market performance benchmarks and clients' demanding expectations. These concerns are such a high priority that most investment management technology expenditure funds the acquisition and maintenance of investment research, trading, and reconciliation systems. The best investment managers also invest in technology that delivers operational scale at reduced costs while improving the client experience.
At Redi2, we believe a significant component to achieving operational scale is leveraging technology to automate client information and communications.
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