CircleBlack is a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios. CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, today announced that it has selected Redi2 Technologies' BillFinTM solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub that is a hallmark of the CircleBlack experience.
Trends in the use of performance fees in the asset management industry Performance fees for asset managers can be seen as a double-edged sword – driving revenue when markets are rising but slicing away profits in flat or falling markets. As with Hamilton’s bared sword, the debate over performance fees has threatened to disrupt the asset management industry.
BillFin Support Center and Knowledge Base are available to support customers 24/7. Our new BillFin Knowledge Base is a collection of easy to follow articles/instructions to solve the most commonly occurring challenges our customers face when using BillFin.