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Redi2’s BillFin Partners with SSG and Surpasses 500 Advisory Firms on the Platform
Redi2’s BillFin™ Now Available on the SSG Platform Redi2 Technologies, the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, and Shareholders Service Group (SSG), which provides brokerage and custodial support services for independent Registered Investment Advisors, have announced that advisors working with SSG now have access to Redi2’s BillFinTM advanced fee billing solution.
Why Wealth Management Firms Need Better UMA Billing
Fee-based advice has been growing steadily for the past twenty years despite fee compression driven by robo-advisors and passive management strategies. This has pushed wealth management firms to start looking for ways to make their managed account programs stickier (less likely for clients to leave) and provide added value, both in service and performance.
My BillFin Story by Dan Cunningham
Principal at One Day In July, LLC One Day In July, LLC has been working with BillFin™ for approximately one year. We have been so very pleased with our decision from the start, and are especially happy with the service team. Our Story: Our Controller was calculating each client’s bill and advisor’s commission manually via spreadsheets on a monthly basis. This process