New Integrations, Marketing Agreements and Enhanced Features Attract New Users
Redi2 Technologies' BillFinTM 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 that integrates seamlessly with other products such as CRMs, portfolio management systems, custodians, and data aggregators. Redi2 has recently introduced several product enhancements including family/household billing; ability to offer percentage discounts; and additional fee schedule flexibility.
