CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology […]
Since its introduction in 2015, Redi2 Technologies’ BillFinTM solution has been adopted by more than 265 financial advisors to help them streamline their client billing process, with usage rapidly […]
Redi2 Technologies, a provider of hosted fee billing and revenue management solutions to the global financial services industry, recently announced its integration with FolioDynamix, a leading wealth […]
Since its introduction in 2015, Redi2 Technologies’ BillFin® solution has been adopted by more than 100 financial advisors to help them streamline their client billing process. Expanded integrations […]