Independent Financial Partners Selects Redi2

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.

New BillFin Enhancements Through Blueleaf

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.

Oppenheimer Integrates Redi2 to Better Serve Financial 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.

BillFin Solution from Redi2 Gains Momentum with Independent Financial Advisors 

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 licenses Revenue Manager to Pershing

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

Redi2 Launches BillFin Cloud-Based Billing Tool for Advisors, Broker-Dealers

BillFin integrates with Redtail CRM, TD Ameritrade Institutional’s Veo platform

BOSTON, February 13, 2015 – Redi2 Technologies, Inc., a fee-billing software firm with a longtime track record of providing enterprise solutions to large institutions, today announced the launch of BillFin, a cloud-based billing tool for broker-dealers and registered investment
advisors (RIAs) that calculates fees and creates professional-looking client invoices and industry-standard custodian files. With technology integration