My BillFin Story by Dan Cunningham

Principal at One Day In July, LLC

September 23, 2020 |

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

My BillFin Story by Tim Brockman

Retirement Plan Advisor at Brockman Capital Management

August 04, 2020 |

  Prior to signing with BillFin, I was spending three hours (to three days) on my billing process via excel. While excel got the job done, I found that I was taking time away from my clients to process their billing, and I didn’t want that. I researched, found BillFin, and signed up immediately. My

BillFin, Product Support
Prorating a New Client Mid-Period: BillFin Support

Expert Advice by BillFin Experts

July 29, 2020 |

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. 

Redi2’s BillFin Partners with SSG and Surpasses 500 Advisory Firms on the Platform

Redi2’s BillFin™ Now Available on the SSG Platform

June 04, 2020 |

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

May 26, 2020 |

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

April 21, 2020 |

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.