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

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

September 29, 2021 | Press Releases

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.

The panel’s goal was to narrow down the “top companies in this landscape who exhibit competence in delivering robust innovations.” The award is an acknowledgment of each honoree’s enterprise excellence. The curated list is ultimately designed to help wealth management firms analyze and choose the best fit for third-party solutions providers.

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.

Huddleston pointed out that Redi2 is one of the few players in the fintech space that is focused solely on one aspect of financial technology—billing. “As such, we have the bandwidth to help clients better than our competitors who focus on multiple aspects of fintech,” he said.

Other highlights from Huddleston’s review of Redi2 Wealth Manager’s innovation include:

• Reducing operational costs and fee leakage by configuring each client to best leverage Wealth Manager to match their operational structure.
• Allowing for unlimited fees to be defined at both the account and sleeve level, where various levels of aggregation can be applied. (One client manages over two million accounts using Wealth Manager.)
• Delivering discrete fee calculates, while allowing for the transparency required in today’s financial regulatory environment.
• Providing comprehensive, flexible billing that allows clients to seamlessly set up and automate even the most complex billing structures.
• Offering an advisor portal that helps Wealth Manager clients seamlessly share billing details with their advisors, allowing those advisors to self-service many types of inquiries.

If you are interested in reading the entire Banking CIO Outlook article, you can download it here.

To learn more about Wealth Manager’s powerful suite of features, contact us at info@Redi.com or call 877-668-4824 to schedule a demo.