Redi2 Technologies

Redi2 Technologies, a Software as a Service (SaaS) pioneer, provides purpose-driven billing solutions specifically designed for each client segment—asset managers, wealth managers, and financial advisors—to enable our clients to collect revenue faster. Nearly 1000 financial services firms, with aggregated assets under management or administration of over $10 trillion, use Redi2’s financial services billing solutions. Our three flagship products include: • Redi2 Revenue Manager™, specifically designed for global investment managers. Our award-winning solution allows for the integration of existing infrastructure across platforms, such as with general ledgers or with CRM packages. This integration brings the power of our AI-driven, 360-view dashboard analytics to all aspects of a client’s strategic business decision making. • Redi2 Wealth Manager™, built from the ground up to solve the billing and payout challenges of modern wealth management firms. It is the leading choice for TAMPS, broker-dealers, wealth managers, and others in the UMA/SMA advisory arena. Wealth Manager can handle billing processing for hundreds of thousands of accounts and UMA sleeves in minutes, while bringing critical details to life through state-of-the-art dashboards and alerts. • BillFin™, created specifically for advisors and planners. BillFin helps clients easily set-up asset exclusions by household, account, asset class, and/or individual security—unlocking the potential for negotiating competitive and unique agreements through our simple, cost-effective cloud-based billing solution. Easy and secure, BillFin’s analytics capabilities allow clients to gain insights into the most important aspects of their billing arrangements and their revenue. Redi2 offers flexible, feature-rich billing solutions to help financial services firms of all sizes streamline operations, improve cash flow, reduce costs, enhance client service, and meet compliance obligations. Contact us at [email protected].