Wishing You a Bright and Happy Holiday Weekend!

Thanks for visiting Redi2’s whimsical salute to chocolate bunnies and to the individual family traditions we each enjoy during this long holiday weekend.    

In Their Voices: Katherine Cleary Johnston

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

In Their Voices: Suganya Anbumani

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.

Solving the Complexity of Billing

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.

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.  

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.