Our Products

World-class billing and revenue management solutions for the global financial services industry.

Redi2’s product line is purpose-built for institutional asset managers, investment sponsors, independent broker-dealers, private wealth managers, RIAs, TAMPs, and the third-party service providers that service them. User our side-by-side comparison chart to determine your best fit.

Side by Side Comparisons

BillFin

For Advisors & Planners

Wealth Manager

For Wealth Platforms

Revenue Manager

For Investment Managers

My firm is a/an:

Best for:

  • Asset Manager
  • Broker-Dealer
  • RIA
  • Tech platform

Best for:

  • Broker-Dealer
  • RIA
  • TAMP
  • Outsourcer
  • Tech Platform

Best for:

  • Asset Manager
  • Outsourcer
  • Tech Platform
Total AUM/AUA is:

Total AUM/AUA range:

  • $0 – $5B

Total AUM/AUA range:

  • $1B – $50B

Total AUM/AUA range:

  • $5B+
Billing and/or payouts for:

RIAs and private wealth managers primarily billing and invoicing private wealth clients.

Multi-party billing relationships, including billing of end-client retail accounts, and calculation of payouts to advisors, third-party managers, and other payees.

Investment managers primarily billing and invoicing institutional investors.

Unique features I'm looking for:

Known for:

  • Quick & Easy Onboarding
  • Sticky Notes & Alerts
  • Advisor-friendly Experience
  • Revenue Sharing Calculations
  • Connectivity to Custodians

Known for:

  • UMA, MSP, and SMA Billing
  • Program & Product Billing
  • Complex Payouts
  • Advisor Portal
  • High-volume Architecture

Known for:

  • Global Architecture: Multi-currency & Tax Compliance
  • Customizable Invoicing in Support of Complex Billing Rules
  • Custom Approvals & STP Workflow
  • Revenue Accounting & Sub-ledger
  • Customizable Dashboard
  • Embedded Reporting & Analytics