accurately pay sleeve managers
How To Accurately Pay & Retain Portfolio Sleeve Managers Within Your Managed Account Portfolio

While this model did have its many benefits, historically, there have been challenges in managing things like transitions, taxes, restrictions, and profitability.

July 23, 2021 |

Within the global financial services industry, one popular strategy that wealth management firms utilize to manage portfolios better is sleeve management, also known as sleeve accounting. Sleeves exist to allow financial advisors to segment and subcontract the management of a single portfolio to third-party experts more easily. While this model did have its many benefits,

flexible payment models
Simplifying Investment Advisory Fee Schedules With Flexible Payment Models

July 16, 2021 |

When investment advisors invoice their clients, the fees are calculated based on a fee schedule. There are several different types of fee schedules that advisors can utilize to determine a client’s fees, including flat, tiered (blended or linear), and conditional just to name a few. For example, under a flat investment management fee schedule, all

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Redi2 and IBM Create Winning Solution for Asset Managers

Redi2’s revenue management and billing software in conjunction with IBM’s powerful solutions provides a scalable, proactive, high performance solution for the global financial services industry.

June 15, 2021 |

Redi2 Technologies, Inc., the pioneer of the Software-as-a-Service (SaaS) delivery model for financial services billing solutions, today announced a new collaboration with IBM Private Cloud Services. The Redi2/IBM combination delivers strong added value for Redi2 Revenue Manager™ clients — the top asset managers globally — through increased overall confidence and exceptional flexibility. IBM’s private cloud infrastructure provides global coverage and unsurpassed security.

Missing piece of the puzzle
Redi2’s BillFin™ Now Available on the Raymond James RIA & Custody Services Platform

Hosted fee billing solution helps advisors ensure that their billing practices can withstand regulatory scrutiny, in addition to enhancing their efficiency

May 25, 2021 |

Redi2 Technologies, Inc., the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, announced that Registered Investment Advisors (RIAs) partnering with Raymond James’ RIA & Custody Services (RCS) division will now have access to Redi2’s BillFin™ advanced fee billing solution. Advisors will have the option to use BillFin directly from their Raymond James advisor portal with a click of a button.

Embracing Forecasting Technology Gives Asset Managers A Big Advantage

May 17, 2021 |

In the post-pandemic world, business has moved from mostly toying with new virtual models to full adoption in just 18 months. For example, virtual meetings and remote work were outliers before COVID-19 but are now clearly here to stay, many brick-and-mortar businesses have fully embraced digital, even restaurants have moved menus online and adopted their

360 degree client view
How a 360-Degree Client View Will Help Grow & Optimize Your Investment Management Firm

May 15, 2021 |

The relationship between investment management firms and their clients has been constantly evolving over the past 10 to 15 years. While the investment management industry was once relatively standardized when it came to the products and services offered, today’s firms are considerably more flexible, offering a wider range of billing models, financial services, and unique