“Vestmark and Redi2 share a mutual dedication to providing our clients with the tools and technology to best manage the operational and financial complexities of their managed accounts business. We possess a common DNA in that we both offer best-of-breed solutions that can be implemented together as a seamless integrated platform.”
“Our partnership with Vestmark will enable advisors to efficiently tap the expertise of hundreds of managers. This fully implemented solution will give advisors more ways to further their clients’ investment objectives, and free up time to focus on value-added activities like financial planning and behavioral coaching.”
Boston-based, Redi2 Technologies offers a comprehensive SaaS revenue management platform to the global financial services industry, serving investment and wealth management firms with aggregated assets under management of more than $7.5 trillion. Founded in 2002, Redi2 has leveraged technology to automate client reporting, fee billing, and invoicing for wealth and investment managers. Redi2 is a Software as a Service (SaaS) pioneer and a market leader in vendor-hosted fee billing for firms of all sizes.
Redi2’s Wealth Manager software helps broker-dealers and RIAs accurately and efficiently bill clients and manage fee revenues across different advisory programs, including UMA, SMA, and RPM business models. Wealth Manager 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.