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.

BillFin Solution from Redi2 Gains Momentum with Independent Financial Advisors 

New Integrations, Marketing Agreements and Enhanced Features Attract New Users 

February 02, 2016 |

BOSTON [February 2, 2016] – Redi2 Technologies’ BillFin solution has been steadily gaining traction since its introduction in 2015. Independent RIAs, dually registered advisors, and the custodians and broker/dealers that serve them are quickly recognizing the benefits of simple, customizable billing software that is cost-effective and scalable. BillFin is the first cloud-based billing software solution

Redi2 Technologies licenses Revenue Manager to Pershing

Redi2 Technologies enables the establishment of an innovative Enterprise Billing System

March 31, 2015 |

Boston, MA (March 31, 2015) – Redi2 Technologies, the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, announced today that Pershing LLC, a Bank of New York Mellon company, has licensed the Redi2 Revenue Manager[WMSP]™.  The newly established robust enterprise billing system (EBS) is designed to handle