BillFin is a cloud-based billing software solution that integrates with other products such as CRMs, portfolio management systems, custodians, and data aggregators. Independent RIAs are recognizing the benefits of simple, customizable billing software that is cost-effective and scalable. Redi2 has introduced several product enhancements including family/household billing; ability to offer percentage discounts; and additional fee schedule flexibility.
Access critical Veo client data such as account information, balances, positions and history
Leverage your Veo data to automatically process client billing