Redi2 Technologies
HQ Address
211 Congress Street, Boston, MA, 02110, United States
Website Address
Business introduction
Revenue management platform of choice for the global financial services industry
Revenue. Faster
Redi2 Technologies is a leading provider of fee billing software to the global financial services industry, including institutional asset management, managed accounts, private wealth, mutual funds, custody and alternative investment firms as well as third party outsource providers. Redi2 offers flexible, feature-rich solutions that help firms streamline operations, improve cash flow, reduce costs, enhance client service and meet compliance obligations. Redi2’s award-winning fee billing and revenue management solution, Redi2 Revenue Manager™ features an advanced yet intuitive user interface and user-definable workflow and calculation rules. Redi2 Revenue Manager can be deployed via a software as a service (SaaS) model or in-house on industry-standard relational databases and operating systems, easing integration with third party solutions, including accounting, portfolio management, performance measurement and customer relationship management (CRM) systems.
Redi2 Technologies Solutions
BillFin™
BillFin™ is billing simplified Choice platform for the modern RIA and financial advisor. Advisory fees Calculate flat, tiered, and banded AUM fees. Bill in advance or in arrears, based on end of period or average daily balance. Easily set-up asset exclusions by household, account, asset class, and/or individual security. All at the fingertips of......
business needs
view solutionRevenue Manager™
Enterprise wits & muscle Choice platform for the most complex revenue management needs. Complex fees A powerful rules engine that supports the most custom billing scenarios your firm negotiates with your demanding clients – all at the fingertips of billing operators and finance professionals, with secure access and controls. Let us help you......
business needs
view solutionWealth Manager
Native wealth management billing Purposely built for the managed accounts industry. Architected for managed accounts Redi2’s Wealth Manager platform was built from the ground up to solve the billing and payout challenges of the modern wealth management firm. Designed with a data and workflow model that captures and understands broker-dealers, advisors, RIAs, managers,......
