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, overlay managers, sponsors, service providers, custodians, TAMPS, and the UMA/SMA advisory landscape, the Redi2 Wealth Manager solution is the leading wealth management billing and revenue management platform in the industry. We believe there is truly no other solution like it in wealth management. We encourage you to see a demo!