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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.
Powerful Solution Enhances Scalability and Efficiency Redi2 Technologies, Inc., the premier provider of revenue management and hosted fee-billing solutions to the global financial services industry today announced that Beutel, Goodman & Company Ltd., a Canadian independent investment manager with over $40 billion in assets under management, has implemented the Redi2 Revenue Manager™ platform.
Let’s talk about spreadsheets. We all use them. Even in today’s RIA world, a lot of financial advisors are still dependent on spreadsheets to calculate fees for their clients. Not only is it quite time consuming, but the high risk of incorrect fee calculations due to a simple error in your spreadsheet is unnecessarily stressful.