News and Notes : Institutional Billing : Asset Management Billing : Redi2.com

Redi2 presents and sponsors at the FRA Managed Accounts Tech & Ops Summit

January 23, 2007

Seth Johnson – Redi2 Co-founder and CEO – presented at the Financial Research Associates Managed Accounts Technology & Operations Summit. The “Overcoming Billing Issues” panel focused on issues relevant to both Sponsors and Managers with an emphasis on how sophisticated billing solutions can improve operational efficiencies.

Sponsors' Perspectives:
- How to incorporate non-SMA client assets into SMA billing
- What billing info needs to be communicated to clients?
- The revenue recognition process required for sub-advisory business
- Householding accounts
- "Dynamic pricing"

Managers' Perspectives:
- Are you getting paid what you are supposed to get paid? Reconciling back to each sponsor
- Interpreting different sponsor billing policies and procedures

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