John Prendergast

New Integrations, Marketing Agreements and Enhanced Features Attract New Users

Redi2 Technologies' BillFin^TM 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.

Advizr, a next generation financial planning software, today announced a strategic partnership with Blueleaf, a leading client engagement, data automation and reporting platform for advisors and clients.

Two of the most intuitive and automated tools in the industry are partnering to create a very powerful solution for financial advisors. Together, Advizr’s simple but sophisticated financial planning software and Blueleaf’s householded data backbone, account aggregation and performance reporting will provide a new level of simplicity and automation in delivering high-quality holistic financial advice.