ai for automated invoice processing
The Benefits of AI for Automated Invoice Processing For Asset Managers

May 07, 2021 |

For some, the words “artificial intelligence” are associated with self-driving cars, sentient robots, and world-threatening supercomputers. However, artificial intelligence and machine learning are now being used to optimize a wide range of business processes including fee calculation, billing and invoicing. Manually processing invoices can be a time-consuming, error-prone procedure that exposes businesses to reputational risks,

COVID-19 Sheds Light on Asset Manager Billing System Weaknesses

April 29, 2021 |

No one will ever forget the COVID-19 pandemic. Almost overnight social distancing and self-quarantining became the new norm. Clearly, fallout from our collective pandemic experiences will linger for generations. For chief financial officers (CFOs) and industry thought leaders at the world’s top asset managers, however, the pandemic brought a different issue to the forefront—one that

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BillFin Best Practices for a Smooth Billing Cycle

Read our five best practices for a successful billing cycle plus a few pro tips

March 31, 2021 |

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.

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Redi2 Revenue Manager™ Platform Implemented by Beutel, Goodman & Company Ltd.

Powerful Solution Enhances Scalability and Efficiency

March 18, 2021 |

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.

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The Major Cost and Repercussions of Unnecessary Spreadsheet Fails

Let’s talk about spreadsheets.  We all use them.

March 05, 2021 |

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. 

Dan Cunningham
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