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