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.
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.
At Redi2, we are passionate about making billing better for financial services firms. As we do so, our clients become more successful at servicing their clients. This outcome has earned Redi2 the confidence of many of the world’s leading financial institutions.