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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.
Prorating a New Client Mid-Period: BillFin Support
Expert Advice by BillFin Experts If your firms bills in advance (forward) and has a new client join mid-period, chances are you need a way to prorate that client’s fees. Using our On-Demand Billing, known as “Bill Now” in BillFin, you can tackle what you’re looking for with a few clicks.