Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution
Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform.
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Boston-based fintech billing solutions specialist Redi2 built its Wealth Manager software to help broker-dealers and RIAs accurately and efficiently bill clients—as well as analyze, audit, collect, and manage fee revenues—across the spectrum of advisory programs and products. Redi2’s Wealth Manager platform also enables clients to define fees at the account, sleeve, and specialized aggregation levels, and supports customized payout scenarios negotiated with advisors, institutional clients, and third parties.
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“We continue to seek partnerships with other innovative technology providers in order to broaden the end-to-end experience within our VestmarkONE portfolio management and trading platform,” said Wayne Gilpin, Senior Vice President of Global Partners at Vestmark. “Redi2’s Wealth Manager is a scalable solution enabling advisors to calculate fees and payouts for hundreds of thousands of households, accounts, and sleeves in a matter of minutes. This integration will allow the advisors who rely on Vestmark to accomplish more in less time for clients, including those with complex or sophisticated portfolios, within a single integrated ecosystem.”
In addition to providing fully integrated and seamless access to Wealth Manager from the VestmarkONE platform, Redi2 professionals will work directly with Vestmark’s sales team members to deliver the right solution for every Vestmark customer.
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