Redi2’s BillFin™ Now Available on the SSG Platform
Redi2 Technologies, the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, and Shareholders Service Group (SSG), which provides brokerage and custodial support services for independent Registered Investment Advisors, have announced that advisors working with SSG now have access to Redi2’s BillFinTM advanced fee billing solution.
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.
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.