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Redi2’s BillFin™ Now Available on the Raymond James RIA & Custody Services Platform

Hosted fee billing solution helps advisors ensure that their billing practices can withstand regulatory scrutiny, in addition to enhancing their efficiency Redi2 Technologies, Inc., the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, announced that Registered Investment Advisors (RIAs) partnering with Raymond James’ RIA & Custody Services (RCS) division will now have access to Redi2’s BillFin™ advanced fee billing solution. Advisors will have the option to use BillFin directly from their Raymond James advisor portal with a click of a button.

BillFin Best Practices for a Smooth Billing Cycle

Read our five best practices for a successful billing cycle plus a few pro tips We recently hosted a BillFin Best Practices Webinar to prepare our BillFin users on how to have the most successful billing period yet! Not only do we want our users to feel prepared, we want them to be confident in their fees.