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Redi2 Technologies Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base
In this article we discuss some of the different insurance options that are important for RIAs to hold and what each one covers. We recommend that all new RIAs seek insurance as soon as possible, including errors and omissions, workman’s compensation, and health insurance.
Suganya came to Redi2 more than five years ago as Director of Engineering, Wealth Management. She was recruited to the company by Tom Huddleston, Redi2’s CIO and Managing Director.