Envestnet Delivering Industry-Leading Connectivity & Advances To Its Wealth Management Platform

Expand Your Advisory Practice at T3 Las Vegas: Experience Envestnet's Premier Platform Through Interactive Demos, Keynotes and Sessions

BERWYN, Pa., Jan. 22, 2024 /PRNewswire/ — Envestnet has changed the game in wealth management, since launching in 1999 it has evolved into a leading provider of integrated technology, intelligent data, and wealth solutions, now serving over 95% of the largest wealth management and brokerage firms and more than 107,000 financial advisors. In 2024, Envestnet celebrates 25

Redi2 by Envestnet Deepens Integration with Schwab Advisor Services™

Independent investment advisors using Schwab’s custodial services and the BillFin™ client billing solution now have more capabilities, ease of use

Envestnet today announced that its Redi2 BillFin™ solution  is developing a deeper integration with  Schwab Advisor Services™, the industry’s largest provider of  custody, trading and support services to independent investment advisors.

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Redi2 Technologies Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base

Redi2 Partners with Dynatrace® – Enhance Monitoring & Performance Capabilities

Software Intelligence Platform provides Redi2 clients with proactive incident identification and enhanced response services.

Redi2 Technologies, Inc., a leading provider of revenue management and hosted fee-billing solutions in the global financial services industry, today announced it has partnered with software intelligence company Dynatrace® to provide Redi2 Revenue Manager™ clients with enhanced real-time, smart monitoring and performance capabilities.

Redi2 Partners with Tableau

Revenue Manager™ and Embedded Analytics will help global asset managers gain real time business intelligence and insight

Redi2 Technologies, Inc., a leading provider of revenue management and hosted fee-billing solutions in the global financial services industry, today announced its partnership with Tableau, a business intelligence and data analytics platform. Redi2 is leveraging Tableau’s self-service embedded analytics capabilities to help its global asset manager clients gain real-time business intelligence and insight through Redi2’s CFO dashboard tools.

Banking CIO Outlook Selects Redi2 as a 2021 Top Solutions Award Recipient

The annual list acknowledges companies “on the forefront of Wealth Management Tech”

The “Top 10 Wealth Management Technology Solution Providers 2021” were carefully selected by a panel comprised of CEOs, CIOs, VCs, industry analysts and the editorial board of Banking CIO Outlook, according to the publication. As part of its recognition, Redi2 was also profiled in Banking CIO Outlook. The article included an insightful interview with Thomas Huddleston, CIO and Managing Director at Redi2 Technologies, who highlighted some of the product innovation that helped panelists select Redi2 for this award.