CircleBlack is a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios.
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, today announced that it has selected Redi2 Technologies' BillFinTM solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub that is a hallmark of the CircleBlack experience.
Independent Financial Partners Selects Redi2 for Fee Billing, Revenue Management Solutions
Independent Financial Partners, an SEC-registered investment advisor, and soon-to-be broker-dealer, has selected Redi2 Technologies as their provider of hosted fee billing and revenue management solutions.
Single Sign-On, Automated Invoice Delivery Are the Latest Tools for Advisors
Redi2 Technologies' BillFin solution, currently being used by more than 360 advisory firms, recently introduced two major enhancements which will debut through its integration with Blueleaf, a leading automated reporting and client communication platform. With the addition of Single Sign-On, and an automated process for pushing advisor invoices into the client portal, BillFin provides greater efficiencies for advisors.
Process Efficiencies, Fee Disclosure, Ability to Scale Drive Decision
Redi2 Technologies, announced its integration with Oppenheimer Asset Management, an affiliate of Oppenheimer & Co. Inc., a leading investment bank and full-service investment firm providing investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide.
New Integrations, Marketing Agreements and Enhanced Features Attract New Users
BOSTON [February 2, 2016] – Redi2 Technologies’ BillFin solution has been steadily gaining traction since its introduction in 2015. Independent RIAs, dually registered advisors, and the custodians and broker/dealers that serve them are quickly recognizing the benefits of simple, customizable billing software that is cost-effective and scalable. BillFin is the first cloud-based billing software solution
Redi2 Technologies enables the establishment of an innovative Enterprise Billing System
Boston, MA (March 31, 2015) – Redi2 Technologies, the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, announced today that Pershing LLC, a Bank of New York Mellon company, has licensed the Redi2 Wealth Manager™. The newly established robust enterprise billing system (EBS) is designed to handle