Wealth Manager

For Wealth Platforms

Scalable and high-performance solution for managed accounts platform; Architected for Managed Accounts, Client Billing, Fee Disclosure, Complex Payouts, High-volume Architecture

Key Features

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Dashboards & Alerts

A rich, dynamic, and visual portal for your billing professionals that brings billing and payout detail to life. Fees, revenue, payouts, and even billing errors are shown and can be managed in easy-to-user interactive widgets. This is the cornerstone and foundation for managing your billing process. Redi2 Wealth Manager platform takes your revenue management and regulatory compliance to the next level.

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Flexible Billing Templates

Gain substantial operational efficiencies and next-generation functionality with billing templates. Billing templates lets your teams define and maintain the most complex fee and payout calculations imaginable, including book-of-business aggregation and discounting. The Redi2 team will help you setup and process billing for your most complex client relationships, and do so in an automated way with flexible, reusable billing rules.

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Quick Approvals & Workflow

Finalize and submit billing and transactional fee data to custodians and downstream platforms quickly, using both summarized and detailed views of your data within or across firms, managers, programs, and/or products. Let us help you collect your revenue faster!

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Embedded Reporting & Analytics

Deepen your understanding of your revenues, payouts, and overall billing operational efficiencies and throughput. With Redi2 Wealth Manager’s reporting and analytics capabilities you’ll gain insights into the most important aspects of your billing and finance operations. Alternatively use our rich data exports to populate your own in-house data warehouses for an even more custom and integrated business reporting experience.