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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.

Vestmark Partners with Redi2, Giving VestmarkONE® Platform Users Access to Scalable Billing Tool for Managed Accounts

Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager™ billing solution through the VestmarkONE® platform.