Redi2 rolls out cloud-based billing tool for RIAs and broker-dealers
Redi2 Technologies has launched a cloud-based billing tool, BillFin, for broker-dealers and registered investment advisers (RIAs).
Redi2 Technologies, a fee-billing software firm, has launched a cloud-based billing tool, BillFin, for broker-dealers and registered investment advisers (RIAs).
Redi2 has also teamed up with Redtail Technology and TD Ameritrade Institutional for integrating their customer relationship management system (CRM) and Veo Open Access platform respectively in to the new product.
BillFin will offer intuitive fee billing and analysis, flexible fee schedules, create client invoices and custodian-ready debit files for advisers and broker-dealers eliminating the need to use spreadsheets or other do-it-yourself software packages.
The tool, scheduled to go live in March 2015, will allow advisers to customize BillFin’s invoicing feature with their own logos and text which can be linked to their CRM systems for up-to-date client addresses.
Redi2 president, founder and COO Fermin Garcia said: “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.
“We cater to advisers who want a painless solution that is easy to get up and running, and then helps elevate the accuracy, professionalism and speed of the billing process.”