Oppenheimer Integrates Redi2 to Better Serve Financial Advisors

Process Efficiencies, Fee Disclosure, Ability to Scale Drive Decision

December 05, 2017 |

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.

Fee Splitting Made Simple with AdvisorPay

BillFin releases new module for splitting advisor payout fees

November 08, 2017 |

AdvisorPay is the brand-spanking new module in BillFin that allows your billing experts to define your payees and set up specific rules based on the firm's set standards and the advisor’s negotiated rate. So to keep your team happy, BillFin has created a slick CSV file report that spits out the firm’s and advisor’s cuts based on the defined firm-level, client-level, or account-level rules.

YOUR INVOICE, YOUR BRAND

Conveying professionalism to your clients

July 11, 2017 |

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.

BILLFIN ADOPTION GROWS 150%

Enhanced Features Attract New Users

July 06, 2017 |

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.

FOLIO DYNAMIX PARTNERS WITH REDI2

DOL Rule & Scalability - Drive Decision

June 06, 2017 |

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.

BillFin Solution from Redi2 Increases Adoption

Expanded Integrations, Enhanced Features Attract New Users

September 28, 2016 |

Since its introduction in 2015, Redi2 Technologies' BillFin solution has been adopted by more than 100 financial advisors to help them streamline their client billing process. “Advisors are continually seeking ways to scale operationally while maintaining the highest possible fiduciary standards and personalized care,” said Redi2 President and COO Fermin Garcia.