Apr21
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

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.

Jul30
BillFin Launches New Support Center

BillFin Support Center and Knowledge Base are available to support customers 24/7.

Our new BillFin Knowledge Base is a collection of easy to follow articles/instructions to solve the most commonly occurring challenges our customers face when using BillFin.  

Jun15
SEC Issues Risk Alert on Advisory Fee Billing & Compliance

Major Concern: Advisors are simply not billing in accordance with the terms in their Form ADV

On April 12th, the Office of Compliance Inspections and Examinations released a 4-page risk alert detailing the most frequent issues with advisor fees and expense compliance. We encourage you to review the alert on their website provided below. We also want to assure you BillFin is the solution to the concerns they raise. Please read Redi2’s statement below the link for some peace of mind regarding your fee billing practices when using BillFin. The major concern expressed in the risk alert is that advisors are simply not billing in accordance with the terms in their Form ADV and other materials that are provided to their clients. The most frequent compliance issues they list are outlined below.

Jul11
YOUR INVOICE, YOUR BRAND

Conveying professionalism to your clients

Fees and billing are one of the most sensitive touch points within the advisor-client interaction. When your clients receive their statement of fees, direct debit notice, or invoice there is a moment of truth when the value of your services gets assessed.

Jun06
FOLIO DYNAMIX PARTNERS WITH REDI2

DOL Rule & Scalability - Drive Decision

Redi2 Technologies, the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, announced its integration with FolioDynamix, a leading wealth management technology solution provider.