Redi2 Technologies

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.

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.

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.