My BillFin Story by Dan Cunningham
Principal at One Day In July, LLC
September 23, 2020 | Customer Spotlight
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 | Customer Spotlight
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
Prorating a New Client Mid-Period: BillFin Support
Expert Advice by BillFin Experts
July 29, 2020 | BillFin Support
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 | Press Releases
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 | Product News
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 | Press Releases
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.