Thanks to the pioneers of the Managed Accounts industry, institutional-quality money management has become more accessible to every investor. During the past several decades, wide adoption and growth of fee-based business models by wealth management firms have spawned the creation of numerous private client advisory products and services, as well as “open architecture” platforms. This market evolution coupled with increased complexity (of the kind traditionally related to institutional asset management), has wealth management firms of all types scrambling for ways to scale operationally and maintain their high levels of fiduciary care and personal touch with their clients.

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 broker-dealers (full service, independent, and bank-affiliated), registered investment advisors (RIAs), bank trust and investment management departments, private trust companies, single-and multi-family offices, and independent financial advisors  with fee-based books of business.