Katherine Cleary Johnston
In Their Voices: Katherine Cleary Johnston

March 31, 2022 |

Director of Client Experience for Revenue Manager, Redi2 Technologies, Inc. Katherine, Director of Client Experience for Redi2’s Revenue Manager line of business, has been on the job less than three years. During that time, despite unprecedented COVID-19 obstacles, she has moved from Client Service Analyst to Business Analyst to Director—a position she has held for

outsourcing compliance
Outsourcing Compliance

March 30, 2022 |

In the previous article we discussed what an outsourced compliance firm can do and walked through the research needed to begin. In this article we will offer some tips on how to have a successful relationship with your CCO. Compliance is complex and time-consuming, so leave it to the professionals. You have plenty on your

Suganya Anbumani
In Their Voices: Suganya Anbumani

March 30, 2022 |

Suganya came to Redi2 more than five years ago as Director of Engineering, Wealth Management. She was recruited to the company by Tom Huddleston, Redi2’s CIO and Managing Director.

compliance to standards, regulations, and requirements to pass audit and manage quality control. concept about conformity with manager or auditor pressing buttons with icons.
How to Handle Compliance

March 23, 2022 |

There are many things to worry about when you’re first getting started as an independent RIA. By the nature of this industry, everything is tightly regulated, which means there is a lot of paperwork.  You have two options to handle this: you can prepare the necessary paperwork yourself (cheaper, but time-consuming and complex) or hire an RIA compliance firm to handle everything (much less stressful).

Redi2 Partners with Dynatrace® – Enhance Monitoring & Performance Capabilities

Software Intelligence Platform provides Redi2 clients with proactive incident identification and enhanced response services.

March 23, 2022 |

Redi2 Technologies, Inc., a leading provider of revenue management and hosted fee-billing solutions in the global financial services industry, today announced it has partnered with software intelligence company Dynatrace® to provide Redi2 Revenue Manager™ clients with enhanced real-time, smart monitoring and performance capabilities.

Solving the Complexity of Billing

March 16, 2022 |

Advisorpedia guest host Matt Ackermann caught up with Redi2’s Chief Information Officer & Managing Director, Thomas Huddleston, at the FSI OneVoice conference in February 2022. The conference provides industry education and insight for independent wealth managers and financial advisors.