Redi2 Technologies, the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, and Shareholders Service Group (SSG), which provides brokerage and custodial support services for independent Registered Investment Advisors, have announced that advisors working with SSG now have access to Redi2’s BillFin™ advanced fee billing solution.
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“We are excited to have completed our recent integration with SSG,” said Redi2 CEO Seth Johnson. “Now, advisors who have business with SSG have access to our BillFin solution.”
The BillFin solution, which is currently used by more than 500 advisory firms, provides multiple benefits, including:
- Flexible billing setup
- Flexible billing templates
- Simple, intuitive user experience
- Reminders and alerts
- Prorated billing
- Embedded reporting and analytics
- Fee splitting module
“Advisors require solutions that help them in various aspects of their business that include efficiency, compliance, economics, while delivering an excellent client experience,” said SSG President Dan Skiles. “BillFin assists in these areas with helping advisors ensure that their billing practices can withstand regulatory scrutiny, in addition to enhancing their efficiency – with the push of a button.”
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